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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TCM
2476
Tradition Capital Management
New Jersey
$309M +$6.67M +2% 5.88% 43.6% 167
ZCM
2477
Zebra Capital Management
Connecticut
$309M -$13.8M -4% 4.17% 142% 309
FHA
2478
Flagship Harbor Advisors
Massachusetts
$308M +$20.2M +7% 4.18% 368
PWM
2479
Perigon Wealth Management
California
$308M -$151M -33% 4.84% 82.8% 766
BA
2480
Bristlecone Advisors
Washington
$308M +$13.1M +4% 4.22% 78.9% 295
AWS
2481
AJ Wealth Strategies
New York
$308M +$44.2M +17% 3.74% 32.2% 81
SMG
2482
Spectrum Management Group
Indiana
$308M +$42.5M +16% 4.56% 44% 482
IFWM
2483
Institute for Wealth Management
Colorado
$308M -$55.9M -15% 5.19% 123% 430
CIM
2484
CenturyLink Investment Management
Colorado
$307M +$11.2M +4% 3.84% 190
MC
2485
Martin & Co
Tennessee
$307M -$17.3M -5% 3.39% 57.3% 109
AIM
2486
Advantage Investment Management
Iowa
$307M +$20.4M +7% 3.56% 28.6% 1,175
VI
2487
Versor Investments
New York
$306M -$63M -17% 13.3% 141% 262
HCP
2488
Holt Capital Partners
Texas
$306M +$15.4M +5% 3.25% 50% 142
PC
2489
Pomelo Capital
New York
$306M -$37.4M -11% 0.04% 0.54% 119
IB
2490
Intrust Bank
Kansas
$306M +$12.8M +4% 5.66% 80.9% 393
BCM
2491
BHZ Capital Management
California
$305M +$5.35M +2% 6.21% 3.05% 123
CBA
2492
Coastal Bridge Advisors
Connecticut
$305M +$7.99M +3% 9.13% 168% 127
Koshinski Asset Management
2493
Koshinski Asset Management
Illinois
$305M +$30.6M +11% 4.38% 57.4% 376
SRFM
2494
Shannon River Fund Management
New York
$305M -$34.8M -10% 8.18% 275% 33
AIIMS
2495
Analyst IMS Investment Management Services
Israel
$304M +$23.6M +8% 7.67% 75.4% 107
AWM
2496
Avior Wealth Management
Nebraska
$304M +$59.1M +24% 3.69% 55.4% 539
MBT
2497
Monroe Bank & Trust
Michigan
$304M +$1.74M +0.6% 2.21% 24.7% 272
LHC
2498
Levy Harkins & Co
New York
$304M +$17.1M +6% 7.69% 63.2% 20
OMC
2499
Oak Management Corp
Connecticut
$304M -$14.8M -5% 1.74% 7
EWA
2500
Exencial Wealth Advisors
Oklahoma
$304M +$59.3M +24% 4.09% 58% 179