Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HIA
2176
Harbor Investment Advisory
Maryland
$521M +$51.3M +11% 11% 75.5% 1,295
TFA
2177
Toth Financial Advisory
Virginia
$521M +$58.9M +13% 9.64% 72.9% 629
TF
2178
Tompkins Financial
New York
$520M +$44M +9% 8.38% 60.8% 404
VIA
2179
Vantagepoint Investment Advisers
District of Columbia
$519M -$4.69M -0.9% 3.92% 13.5% 3
LFS
2180
Lutz Financial Services
Nebraska
$519M +$28.2M +6% 3.44% 28.4% 58
PCM
2181
Prime Capital Management
Hong Kong
$518M +$158M +44% 14% 419% 6
PTC
2182
Private Trust Company
Ohio
$518M +$41.4M +9% 9.51% 61.8% 375
GL
2183
Graypoint LLC
New York
$518M +$78.9M +18% 9.21% 72.8% 195
IWP
2184
Icon Wealth Partners
Texas
$518M +$105M +25% 6.19% – 329
BWC
2185
Blue Whale Capital
United Kingdom
$518M +$148M +40% 10.2% 215% 17
KPW
2186
Kore Private Wealth
New York
$518M +$27.9M +6% 10.1% 35.6% 1,246
BCM
2187
Bronte Capital Management
Australia
$517M +$71.3M +16% 6.95% 82.8% 15
STA
2188
Summit Trail Advisors
New York
$517M -$19M -4% 9.93% 52.9% 252
BCM
2189
Bowie Capital Management
Texas
$517M +$55.2M +12% 9% 80.6% 40
BFG
2190
Bouchey Financial Group
New York
$516M +$41.8M +9% 6.84% 50.5% 73
RWA
2191
Ropes Wealth Advisors
Massachusetts
$516M +$26.2M +5% 9.57% 71% 681
CIC
2192
Cutler Investment Counsel
Oregon
$516M +$45.5M +10% 6.78% 44.9% 89
LCM
2193
LVM Capital Management
Michigan
$516M +$28.1M +6% 6.26% 70.3% 112
PIMJS
2194
PKO Investment Management Joint-Stock
Poland
$516M +$75.4M +17% 9.46% 65% 80
FGA
2195
Fortis Group Advisors
New Jersey
$516M – – 5.91% – 493
11A
2196
10-15 Associates
New York
$516M +$19.8M +4% 6.55% 33.2% 102
PL
2197
Parthenon LLC
Kentucky
$516M +$33.9M +7% 8.56% 71.4% 107
HCM
2198
Hodges Capital Management
Texas
$515M +$25.7M +5% 16.3% 126% 232
TCM
2199
Twele Capital Management
Minnesota
$515M +$15M +3% 3.58% 27.9% 42
AC
2200
Adelphi Capital
United Kingdom
$515M +$58.9M +13% 9.39% – 3
86 87
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