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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GSWM
2626
Golden State Wealth Management
California
$581M +$121M +26% 8.88% – 377
TFO
2627
Tarbox Family Office
California
$581M +$34.5M +6% 8.53% 47.4% 1,220
GIPM
2628
G2 Investment Partners Management
New York
$580M +$4.22M +0.7% 7.87% 948% 105
UM
2629
Ulysses Management
New York
$579M +$13.9M +2% 0.16% 29.3% 69
CWM
2630
Curi Wealth Management
North Carolina
$579M +$362M +167% 8.41% 16.3% 627
NAH
2631
Neumann Advisory (HK)
Hong Kong
$578M +$17.2M +3% 13.8% 84.2% 16
SMH
2632
Sanders Morris Harris
Texas
$578M +$28.6M +5% 3.33% 86.5% 364
DS
2633
Dudley & Shanley
Florida
$578M +$8.97M +2% 6.63% 80.3% 39
CCM
2634
Contrarian Capital Management
Connecticut
$577M +$18.2M +3% 0.72% 17.9% 23
SWPG
2635
Strategic Wealth Partners Group
Illinois
$577M +$51.6M +10% 7.61% – 69
SFP
2636
Shepherd Financial Partners
Massachusetts
$576M +$58M +11% 8.84% 59.8% 160
KCM
2637
Kathmere Capital Management
Pennsylvania
$576M +$24.6M +4% 5.22% 41.5% 153
HWIS
2638
Hancock Whitney Investment Services
Louisiana
$576M – – 7.2% – 296
PAM
2639
Premier Asset Management
Illinois
$576M -$146M -20% 13.9% 104% 168
MTCM
2640
Mint Tower Capital Management
Netherlands
$575M +$22.2M +4% 1.82% 32.3% 405
NEPWA
2641
New England Private Wealth Advisors
Massachusetts
$575M +$38.8M +7% 6.04% 36.3% 108
DA
2642
Dillon & Associates
Michigan
$574M +$51.8M +10% 11.9% 121% 79
IAIM
2643
International Assets Investment Management
Florida
$573M +$10.8M +2% 9.39% 74.5% 601
PL
2644
Parkwood LLC
Ohio
$573M -$17.9M -3% 4.18% 82.8% 147
PRS
2645
Pinkerton Retirement Specialists
Idaho
$572M +$54.8M +11% 7.81% 67.2% 100
MCM
2646
Mattern Capital Management
Colorado
$572M +$65.1M +13% 12.4% 41.6% 117
GFA
2647
Gifford Fong Associates
California
$572M +$56.9M +11% 13.1% 147% 139
PP
2648
Pegasus Partners
Wisconsin
$571M +$20.2M +4% 9.63% 32.6% 168
SSA
2649
South Street Advisors
New York
$571M +$47M +9% 11.4% 141% 73
CSC
2650
Cove Street Capital
California
$571M -$103M -15% 2.06% 49.8% 99
104 105
106
107 108