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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WIC
2401
Woodmont Investment Counsel
Tennessee
$363M +$1.58M +0.4% 1.93% 52% 183
BTNA
2402
Bremer Trust National Association
Minnesota
$363M +$16.2M +5% 1.74% 31.2% 272
CFMC
2403
Curbstone Financial Management Corp
New Hampshire
$362M +$8.41M +2% 3.09% 48.5% 165
WCF
2404
West Coast Financial
California
$362M +$11.6M +3% 4.17% 22.2% 114
IB
2405
Intrust Bank
Kansas
$361M +$14.8M +4% 2.94% 80.9% 394
FAG
2406
Financial Advisory Group
Texas
$361M +$30.5M +9% 1.9% 20.5% 68
SAS
2407
Stelac Advisory Services
New York
$361M +$29M +9% 1.19% 61.4% 145
ECAM
2408
East Coast Asset Management
Massachusetts
$361M +$9.76M +3% 3.95% 129% 75
BO
2409
BRR OpCo
Ohio
$361M +$2.22M +0.6% 0.4% 23.6% 120
HC
2410
Hillman Company
Pennsylvania
$360M +$31.6M +10% 15% 154% 15
DWM
2411
Dakota Wealth Management
Florida
$360M +$166M +86% 2.67% 81.7% 209
LLC
2412
Latimer Light Capital
New York
$359M +$1.7M +0.5% 8.82% 122% 21
ACM
2413
Ativo Capital Management
Illinois
$359M +$7.11M +2% 7.03% 54.8% 268
TCMI
2414
Technology Crossover Management IX
California
$359M +$97.1M +37% 27.5% 168% 3
EWA
2415
Exencial Wealth Advisors
Oklahoma
$359M +$22.8M +7% 3.3% 58% 192
AIM
2416
Arcadia Investment Management
Michigan
$359M +$4.14M +1% 3.47% 103% 348
HIM
2417
Herald Investment Management
United Kingdom
$359M +$24M +7% 12.7% 259% 100
WP
2418
WealthSource Partners
California
$358M +$29.1M +9% 1.08% 16.7% 333
KA
2419
Kovack Advisors
Florida
$358M -$36.2M -9% 5.29% 93% 546
BAM
2420
Belpointe Asset Management
Nevada
$358M +$14.9M +4% 3.13% 73.9% 409
NIM
2421
Needham Investment Management
New York
$356M +$6.3M +2% 8.37% 181% 100
NP
2422
Ninepoint Partners
Ontario, Canada
$356M -$69.3M -16% 2.8% 25.5% 105
FFW
2423
Fusion Family Wealth
New York
$356M +$58.5M +20% 0.05% 44.2% 308
PS
2424
Pensionfund Sabic
Netherlands
$356M +$5M +1% 4.12% 22.3% 232
GA
2425
Gateway Advisory
New Jersey
$355M +$13.9M +4% 2.19% 26% 82
95 96
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