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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CFSG
2726
Community Financial Services Group
Vermont
$204M +$2.77M +1% 7.48% 282
GBBWRPM
2727
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$204M 3.58% 28% 366
SCM
2728
Stonerise Capital Management
California
$204M -$22.2M -10% 7.56% 0.75% 13
MC
2729
Muzinich & Co
New York
$204M +$1.28M +0.6% 1.3% 10.7% 36
HPCM
2730
High Pointe Capital Management
Illinois
$204M -$9.26M -4% 6.34% 93% 192
PAM
2731
Peak Asset Management
Colorado
$204M +$16.1M +9% 5.6% 67.1% 135
KIA
2732
Kopp Investment Advisors
Minnesota
$203M +$17.5M +9% 19.3% 109% 70
NI
2733
NFC Investments
Tennessee
$203M -$8.76M -4% 1.23% 40
CYG
2734
Clean Yield Group
Vermont
$203M -$9.37M -4% 5.13% 41.3% 131
WCMN
2735
Westchester Capital Management (Nebraska)
Nebraska
$203M +$15.8M +8% 8.74% 65.1% 35
RAM
2736
Riggs Asset Management
Pennsylvania
$203M +$40.4M +25% 6.16% 131% 295
WA
2737
Wealth Architects
California
$202M +$16M +9% 5.68% 51.5% 133
HLC
2738
Hunt Lane Capital
New York
$202M 5.8% 0.72% 15
GA
2739
Giralda Advisors
New York
$202M -$16.6M -8% 5.52% 36.8% 19
BFIC
2740
Bedell Frazier Investment Counselling
California
$202M +$28.7M +17% 5.33% 57.3% 61
HBWM
2741
Hollow Brook Wealth Management
New York
$202M -$7.98M -4% 5.05% 83.4% 59
EWA
2742
Exencial Wealth Advisors
Oklahoma
$201M -$3.41M -2% 3.97% 58% 144
SMC
2743
Smith, Moore & Co
Missouri
$201M +$20.9M +12% 4.33% 51.1% 194
BHTS
2744
Bar Harbor Trust Services
Maine
$201M +$13.6M +7% 7.72% 86.4% 94
ATC
2745
Argent Trust Co
Tennessee
$201M +$25M +14% 6.35% 67.6% 248
PFBT
2746
Parkside Financial Bank & Trust
Missouri
$201M +$24.9M +14% 3.56% 66.8% 1,190
SD
2747
Sumway Development
China
$200M 16.1% 4
BWP
2748
BSW Wealth Partners
Colorado
$200M +$32.4M +19% 3.79% 59% 69
VCP
2749
Vernier Capital Partners
New York
$200M 2.41% 46.4% 15
FWP
2750
FAS Wealth Partners
Kansas
$200M +$26.5M +15% 4.61% 54.7% 138