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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWA
2401
Monograph Wealth Advisors
California
$768M +$84.1M +12% 5.93% 58.4% 118
GCA
2402
Greenwood Capital Associates
South Carolina
$768M +$7.75M +1% 5.63% 60.4% 253
SVCP
2403
Silicon Valley Capital Partners
California
$768M +$41.6M +6% 4.27% 87.7% 336
TCMI
2404
Technology Crossover Management IX
California
$768M +$50.4M +7% 11.1% 168% 6
KW
2405
KWB Wealth
California
$767M +$40.3M +6% 5.67% 38.4% 140
EBSAM
2406
Eubel Brady & Suttman Asset Management
Ohio
$766M +$75.3M +11% 9.03% 40.6% 98
OPFM
2407
Optimus Prime Fund Management
Cayman Islands
$766M -$83.2M -10% 15% 60% 30
BWP
2408
Barlow Wealth Partners
Kentucky
$765M +$42.6M +6% 7.71% – 153
HWA
2409
HCR Wealth Advisors
California
$764M +$64.4M +9% 6.14% 74.6% 235
LNWTC
2410
Laird Norton Wetherby Trust Company
Washington
$764M +$54.6M +8% 3.05% 71.4% 93
SCM
2411
Simcoe Capital Management
New York
$762M +$96M +14% 4.62% 94.7% 22
NP
2412
Ninepoint Partners
Ontario, Canada
$762M -$169M -18% 7.5% 25.5% 113
PAS
2413
Professional Advisory Services
Florida
$762M +$29.4M +4% 6.47% 45.3% 82
CA
2414
Cornerstone Advisory
Maryland
$760M +$48.9M +7% 5.58% 43.9% 224
IWS
2415
Insight Wealth Strategies
California
$759M +$56.4M +8% 5.95% 42.7% 174
MGAM
2416
McGowan Group Asset Management
Texas
$759M +$40.9M +6% 4.14% 39.2% 137
CSPAM
2417
Cary Street Partners Asset Management
Virginia
$759M +$77.8M +11% 5.25% 25.3% 218
ACP
2418
Aviance Capital Partners
Florida
$758M +$55.2M +8% 6.94% 81.3% 341
MGI
2419
MayTech Global Investments
New York
$757M +$89.5M +13% 2.42% 241% 32
JTWM
2420
Jackson Thornton Wealth Management
Alabama
$756M +$103M +16% 6.55% 45.1% 64
AAA
2421
Adams Asset Advisors
Texas
$756M -$10.5M -1% 0.53% 26.3% 76
SPC
2422
Spirepoint Private Client
Florida
$755M +$49.8M +7% 6.22% – 220
AIA
2423
Arbor Investment Advisors
North Carolina
$755M +$71.3M +10% 5.7% 34.7% 119
FA
2424
Fiduciary Alliance
South Carolina
$754M +$137M +22% 7.58% – 267
MIA
2425
MainStreet Investment Advisors
Illinois
$753M -$64.6M -8% 7.06% 48.1% 159
95 96
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