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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PFM
2626
Peak Financial Management
Massachusetts
$231M +$6.88M +3% 3.19% 35.9% 35
CCM
2627
Cupps Capital Management
Illinois
$231M -$156M -40% 19.4% 213% 206
SFWA
2628
Summit Financial Wealth Advisors
Louisiana
$231M -$8.43M -4% 1.97% 20.7% 161
ACM
2629
Argyle Capital Management
Pennsylvania
$231M -$4.84M -2% 1.74% 52.5% 122
ANB
2630
Amarillo National Bank
Texas
$230M +$7.08M +3% 2.48% 46.4% 79
AIA
2631
AGF Investments America
Ontario, Canada
$230M +$9.47M +4% 5.68% 72.1% 70
CYG
2632
Clean Yield Group
Vermont
$230M -$2.89M -1% 1.35% 41.3% 350
GIP
2633
Greatmark Investment Partners
Georgia
$230M +$5.64M +3% 3.92% 63.2% 93
CVSCT
2634
C.V. Starr & Co Trust
New York
$229M +$2.01M +0.9% 2.84% 51.7% 30
CCB
2635
Cutter & Co Brokerage
Missouri
$229M -$4.77M -2% 1.01% 40.4% 279
MCM
2636
Makena Capital Management
California
$229M -$20.2M -8% 0.74% 84.7% 23
CT
2637
Chicago Trust
Illinois
$229M -$14.2M -6% 2.5% 65.9% 166
SPIA
2638
Strategic Point Investment Advisors
Rhode Island
$229M +$5.32M +2% 2.7% 43.1% 12
MGB
2639
Mass General Brigham
Massachusetts
$229M – – 0.18% 333% 1
GC
2640
Grace Capital
Massachusetts
$229M -$9.5M -4% 1.24% 127% 82
TC
2641
Trust Company
Kansas
$228M -$33.8M -13% 3.79% 30.8% 411
MAM
2642
Marquette Asset Management
Minnesota
$228M -$2.17M -0.9% 3.8% 53.3% 84
EPCA
2643
Elizabeth Park Capital Advisors
Ohio
$228M -$7.17M -3% 13.2% 43.1% 56
FWM
2644
Focused Wealth Management
New York
$228M +$10M +5% 3.91% 58.2% 753
CAL
2645
Capital Advisors Ltd
Ohio
$227M +$14.5M +7% 2.04% 48.5% 380
LA
2646
Lynch & Associates
Indiana
$227M +$3.5M +2% 0.75% 52.2% 115
PAMG
2647
Patton Albertson Miller Group
Tennessee
$227M +$3.64M +2% 2.94% 76.7% 134
BCM
2648
Birmingham Capital Management
Alabama
$227M -$1.55M -0.7% 1.05% 55.4% 103
BCP
2649
Blue Chip Partners
Michigan
$226M +$4.23M +2% 2% 53% 118
CP
2650
Clover Partners
Texas
$226M -$27.1M -11% 7.45% 32.3% 35
104 105
106
107 108