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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWM
2601
Edge Wealth Management
New York
$462M -$45.1M -9% 11.9% 47.6% 97
OIM
2602
Opus Investment Management
Massachusetts
$462M -$189M -29% 11.9% 31.9% 96
TA
2603
Trivest Advisors
Hong Kong
$462M -$130M -22% 3.7% 816% 33
CM
2604
Condire Management
Texas
$462M -$51.8M -10% 20.8% 114% 24
CF
2605
Clarity Financial
Texas
$461M -$32.9M -7% 9.25% 93.4% 101
CANC
2606
Culbertson A N & Co
Virginia
$461M -$70.1M -13% 12.4% 64.3% 115
KTC
2607
Kistler-Tiffany Companies
Pennsylvania
$460M -$69.4M -13% 14% 52% 814
ECM
2608
Exchange Capital Management
Michigan
$459M -$75M -14% 12.7% 57.8% 166
PJSIMP
2609
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458M +$7.56M +2% 11.8% 58.2% 189
CCP
2610
Cyrus Capital Partners
New York
$458M -$79.7M -15% 3.22% 89.2% 9
NWM
2611
NEIRG Wealth Management
Massachusetts
$458M -$52.8M -10% 11.9% 152
TFA
2612
Teamwork Financial Advisors
Texas
$458M -$78.5M -15% 14% 106% 267
VM
2613
VPR Management
Texas
$458M -$35.7M -7% 15.5% 39.2% 28
SRF
2614
Silver Rock Financial
California
$458M -$67.5M -13% 0.57% 17% 252
DSAM
2615
Dock Street Asset Management
Florida
$458M -$99.1M -18% 16.5% 227% 73
RIM
2616
Rockbridge Investment Management
New York
$457M -$192M -30% 11% 28.2% 828
SMH
2617
Sanders Morris Harris
Texas
$457M -$56.2M -11% 18% 86.5% 324
AWM
2618
Avitas Wealth Management
California
$457M -$97.2M -18% 14.2% 56.2% 237
GCM
2619
Gladius Capital Management
Illinois
$457M +$166M +57% 4.09% 10.8% 383
BC
2620
Burleson & Co
California
$457M -$162M -26% 21.4% 49.1% 528
KHLMTHM
2621
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$457M -$109M -19% 16.1% 70.7% 94
BMM
2622
Buffington Mohr McNeal
Idaho
$456M -$72.1M -14% 12.9% 29.3% 128
IWA
2623
Inspirion Wealth Advisors
Illinois
$456M -$32.9M -7% 12.2% 43.2% 125
MCM
2624
Mengis Capital Management
Oregon
$455M -$66.4M -13% 10.6% 67.7% 178
AHSW
2625
Adventist Health System West
California
$455M -$74.6M -14% 13.9% 49.4% 5