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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PO
2501
Private Ocean
California
$496M +$68.8M +16% 7.35% 2.79% 576
PCA
2502
Private Capital Advisors
Connecticut
$496M +$65.1M +15% 15.2% 100% 113
CIPU
2503
Caledonia Investments plc (UK)
United Kingdom
$495M +$5.52M +1% 7.02% 81% 12
PIM
2504
Parker Investment Management
California
$495M +$55.5M +13% 15.3% 124% 40
SFM
2505
Signet Financial Management
New Jersey
$494M +$42.2M +9% 13.9% 63.3% 237
ACP
2506
Aviance Capital Partners
Florida
$494M +$50M +11% 14.1% 81.3% 264
CA
2507
Cornerstone Advisory
Maryland
$494M +$65.4M +15% 10.6% 43.9% 217
AWM
2508
Avitas Wealth Management
California
$494M +$135M +38% 21.7% 56.2% 228
RPC
2509
Rossmore Private Capital
Connecticut
$493M +$67.7M +16% 17.9% 61.8% 207
AGM
2510
Alpine Global Management
New York
$493M +$11.2M +2% 35.1% 132% 375
IP
2511
Isthmus Partners
Wisconsin
$493M +$64.7M +15% 18.9% 54.1% 148
SGK
2512
Steigerwald Gordon & Koch
Virginia
$493M +$70.1M +17% 14.2% 63% 103
DW
2513
Domani Wealth
Pennsylvania
$492M +$36.9M +8% 11.8% 48.6% 124
CC
2514
Callan Capital
California
$492M +$46M +10% 14.3% 20.1% 83
AWA
2515
Alaska Wealth Advisors
Alaska
$490M +$36.7M +8% 9.8% 28.6% 58
CFG
2516
Cooper Financial Group
California
$490M +$144M +42% 11.8% 64.8% 306
KHCM
2517
Kettle Hill Capital Management
New York
$490M +$67.7M +16% 30.9% 31.3% 66
NI
2518
Natural Investments
California
$490M +$180M +58% 22.1% – 4
AA
2519
Advisory Alpha
Michigan
$489M +$24.2M +5% 14.9% 37.4% 724
IR
2520
IAT Reinsurance
New York
$489M +$84M +21% 28.7% 1.09% 94
MSFS
2521
Main Street Financial Solutions
Pennsylvania
$489M – – 12.9% 64.6% 377
EAMA
2522
EFG Asset Management (Americas)
Florida
$489M +$44M +10% 13.7% 90.3% 145
RIM
2523
Rockbridge Investment Management
New York
$489M +$66.9M +16% 11% 28.2% 725
SP
2524
Summit Partners
Massachusetts
$488M +$138M +39% 34% 27.5% 6
LG
2525
LaFleur & Godfrey
Michigan
$488M +$45.3M +10% 14.7% 81.9% 99
99 100
101
102 103