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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DP
2276
DDD Partners
Washington
$823M +$9.33M +1% 0.97% 72.4% 108
PJWM
2277
Philip James Wealth Mangement
Georgia
$822M +$48.5M +6% 7.79% – 191
FSWA
2278
Financial Synergies Wealth Advisors
Texas
$822M +$15.6M +2% 1.34% 48.6% 85
BL
2279
BFSG LLC
California
$822M -$33.5M -4% 1.18% 61.8% 721
RA
2280
Rodgers & Associates
Pennsylvania
$820M -$19M -2% 3.63% 43% 102
DC
2281
Dendur Capital
New York
$820M -$53.1M -6% 7.54% 109% 25
SWA
2282
Strategies Wealth Advisors
Michigan
$818M +$15.5M +2% 1.32% – 184
BFS
2283
Bard Financial Services
Connecticut
$818M -$16.1M -2% 0.65% 64.1% 219
GAM
2284
Griffin Asset Management
New York
$817M -$34.2M -4% 0.88% 82.7% 219
TCG
2285
Tremblant Capital Group
Florida
$816M -$137M -14% 3.42% 148% 49
SAM
2286
Sawgrass Asset Management
Florida
$816M -$95.5M -10% 4.47% 77.6% 187
SAA
2287
Southeast Asset Advisors
Georgia
$816M +$397K +0% 0.14% 65.7% 192
CIA
2288
CCM Investment Advisers
South Carolina
$815M -$89.5M -10% 3.27% 115% 77
LRPA
2289
L. Roy Papp & Associates
Arizona
$815M -$41.4M -5% 2.11% 54.4% 179
GLLW
2290
Graves Light Lenhart Wealth
Virginia
$815M +$10.3M +1% 0.72% 33.1% 192
ME
2291
McIlrath & Eck
Washington
$814M +$29.9M +4% 1.54% 43.8% 1,017
MCM
2292
Manchester Capital Management
Vermont
$814M -$47.1M -5% 4.77% 53.6% 1,212
BIM
2293
Barton Investment Management
Pennsylvania
$814M -$129M -14% 4.32% 218% 49
RIM
2294
RW Investment Management
Idaho
$814M -$7.03M -0.9% 0.57% – 103
PL
2295
Parthenon LLC
Kentucky
$813M -$13.6M -2% 0.51% 71.4% 124
CVM
2296
Cheviot Value Management
California
$813M +$290M +55% 8.55% 60.9% 459
AI
2297
Atom Investors
Texas
$813M +$7.87M +1% 4.47% 55.4% 669
RPC
2298
Rossmore Private Capital
Connecticut
$812M +$3.43M +0.4% 0.39% 61.8% 251
SFC
2299
SYM Financial Corp
Indiana
$812M +$38.1M +5% 1.38% 41.3% 394
LSA
2300
L & S Advisors
California
$811M -$102M -11% 0.65% 173% 407
90 91
92
93 94