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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AP
2276
Archon Partners
New Jersey
$779M -$38.3M -5% 1.56% 105% 40
FPCP
2277
Fort Point Capital Partners
California
$779M +$40.7M +6% 2.33% 51.4% 331
WCP
2278
Waterfront Capital Partners
New York
$779M -$294M -27% 2.2% 54.5% 50
FFP
2279
FourThought Financial Partners
Florida
$777M -$95.4M -11% 3.58% – 335
RA
2280
Rodgers & Associates
Pennsylvania
$777M -$1.56M -0.2% 0.54% 43% 95
SFP
2281
Shepherd Financial Partners
Massachusetts
$775M +$11.5M +2% 2.68% 59.8% 222
TF
2282
Talbot Financial
Washington
$775M +$27.3M +4% 6.11% – 62
TC
2283
Trust Company
Kansas
$774M +$13.4M +2% 0.72% 30.8% 359
WA
2284
Wealth Alliance
New York
$774M +$12.1M +2% 4.44% 68.4% 550
MIM
2285
Monashee Investment Management
Massachusetts
$773M -$71.9M -9% 2.26% 186% 147
LSPW
2286
Lake Street Private Wealth
Illinois
$772M +$48M +7% 5.36% 80.4% 336
SC
2287
Savoie Capital
Illinois
$772M +$54.3M +8% 12.3% – 96
MHS
2288
M Holdings Securities
Oregon
$771M +$177M +30% 3.98% 55.1% 348
MP
2289
Makaira Partners
California
$771M -$57.8M -7% 5.49% 49.5% 11
AWAG
2290
ARS Wealth Advisors Group
Florida
$771M +$29.6M +4% 4.31% 62.3% 174
CAL
2291
Capital Advisors Ltd
Ohio
$771M +$3.39M +0.4% 0.95% 48.5% 1,717
ACA
2292
Atlas Capital Advisors
Wyoming
$770M +$130M +20% 2.23% 70.1% 984
FWP
2293
Falcon Wealth Planning
California
$770M +$139M +22% 2.34% 43.9% 142
HVIA
2294
Hudson Valley Investment Advisors
New York
$769M -$65.5M -8% 2.65% 81.5% 185
HPM
2295
H. Partners Management
New York
$767M -$49.3M -6% 0.93% 1.93% 2
AAA
2296
Adams Asset Advisors
Texas
$767M -$6.31M -0.8% 0.66% 26.3% 78
PCI
2297
Planning Center Inc
Illinois
$765M +$306M +67% 0.29% 42.7% 66
JFGLC
2298
Johnson Financial Group LLC (Colorado)
Colorado
$765M -$27.6M -3% 2.12% 48.5% 42
GIC
2299
GFI Investment Counsel
Ontario, Canada
$764M -$24.9M -3% 1.22% 91.7% 20
BBI
2300
Baxter Bros Inc
Connecticut
$764M -$15.7M -2% 1.26% 77.5% 162
90 91
92
93 94