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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NP
2301
Ninepoint Partners
Ontario, Canada
$713M -$229M -24% 8.79% 25.5% 105
WA
2302
Wealth Alliance
New York
$713M +$79.1M +12% 10.9% 68.4% 536
WA
2303
Wealth Architects
California
$713M +$125M +21% 10.5% 51.5% 205
RFA
2304
RTD Financial Advisors
Pennsylvania
$712M +$57.6M +9% 11% 32.6% 104
CAL
2305
Capital Advisors Ltd
Ohio
$712M +$59.5M +9% 9.68% 48.5% 1,550
AHB
2306
Abner Herrman & Brock
New Jersey
$712M +$59.4M +9% 11% 111% 99
MICM
2307
Matthews International Capital Management
California
$712M -$115M -14% 9.83% 125% 39
RWB
2308
RMR Wealth Builders
New Jersey
$712M +$85.6M +14% 11.3% 70.3% 249
VCAM
2309
Van Cleef Asset Management
Ohio
$712M +$76.6M +12% 10.4% 95.3% 112
GIG
2310
Goodnow Investment Group
Connecticut
$711M +$118M +20% 18.9% 236% 26
JSAM
2311
J. Safra Asset Management
New York
$711M +$25.2M +4% 11.5% 74% 130
HT
2312
Heritage Trust
Oklahoma
$710M +$69.7M +11% 10.4% – 277
IAS
2313
Insigneo Advisory Services
Florida
$710M +$219M +45% 12.2% – 455
HTIM
2314
Harbour Trust & Investment Management
Indiana
$709M – – 10.2% – 162
SPWG
2315
Syntegra Private Wealth Group
Missouri
$709M +$71.7M +11% 10.1% – 134
MAP
2316
Madison Avenue Partners
New York
$708M +$3.54M +0.5% 18% 137% 22
LI
2317
LVZ Inc
Michigan
$708M +$87.9M +14% 10.5% 38.7% 146
RPC
2318
Rossmore Private Capital
Connecticut
$708M +$47.6M +7% 8.24% 61.8% 237
PHP
2319
Parkman Healthcare Partners
Connecticut
$707M +$161M +30% 20.8% 258% 113
GC
2320
Gilbert & Cook
Iowa
$707M +$72.5M +11% 10.1% 53.6% 229
GWS
2321
Glassman Wealth Services
Virginia
$706M +$87.2M +14% 11.3% 61.5% 2,116
DPW
2322
DiNuzzo Private Wealth
Pennsylvania
$704M – – 8.89% – 1,389
SP
2323
Solel Partners
Massachusetts
$704M +$40.5M +6% 12.4% 57.3% 29
BWP
2324
Barlow Wealth Partners
Kentucky
$704M – – 13% – 148
SFP
2325
Shepherd Financial Partners
Massachusetts
$703M +$66.1M +10% 11.1% 59.8% 214
91 92
93
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