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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWA
2726
IBEX Wealth Advisors
New Jersey
$301M -$44.1M -13% 4% – 399
HWA
2727
HCR Wealth Advisors
California
$301M -$50.5M -14% 4.26% 74.6% 167
BCH
2728
Berkshire Capital Holdings
California
$301M +$8.01M +3% 6.81% 1,213% 49
AIA
2729
AGF Investments America
Ontario, Canada
$301M +$6.86M +2% 2.9% 72.1% 69
LFA
2730
Legacy Financial Advisors
Kentucky
$301M +$18M +6% 2.7% 63.6% 119
ADL
2731
Asset Dedication LLC
California
$301M -$9.21M -3% 0.52% 50.5% 656
DCM
2732
Divisar Capital Management
California
$301M +$7.04M +2% 5.44% 40.7% 30
GHAM
2733
Gilman Hill Asset Management
Connecticut
$301M +$3.79M +1% 2.65% 38.5% 188
WCP
2734
Welch Capital Partners
New York
$300M +$6.24M +2% 0.44% 69.2% 30
LWS
2735
Lucia Wealth Services
California
$300M +$9.86M +3% 2.11% 45.6% 182
IAA
2736
Ironsides Asset Advisors
North Carolina
$300M +$2.15M +0.7% 3.6% 48.9% 100
ODCM
2737
Old Dominion Capital Management
Virginia
$300M +$11M +4% 1.29% 45.9% 150
HFM
2738
Hartford Financial Management
Connecticut
$300M +$155K +0.1% 1.09% 58.6% 377
MSAM
2739
Moloney Securities Asset Management
Missouri
$299M -$382K -0.1% 1.61% 63.5% 371
W
2740
Wealthquest
Ohio
$299M +$34.5M +13% 2.05% 45.7% 142
PGA
2741
Portland Global Advisors
Maine
$299M -$1.25M -0.4% 0.06% 37.2% 117
WC
2742
Whitnell & Co
Illinois
$299M +$32M +12% 1.8% 36.5% 276
BM
2743
Brandywine Managers
Delaware
$299M +$32.1M +12% 13.9% 74.7% 52
MAM
2744
Marquette Asset Management
Minnesota
$299M +$2.8M +0.9% 0.28% 53.3% 288
OSNBOA
2745
Old Second National Bank of Aurora
Illinois
$298M +$15.8M +6% 1.79% 76.9% 387
SVP
2746
Strategic Value Partners
Connecticut
$298M -$226M -43% 21% 97.2% 11
SDAM
2747
Shulman DeMeo Asset Management
New York
$298M +$26.8M +10% 1.51% 58.7% 149
MP
2748
Mediatel Partners
Texas
$298M +$20.4M +7% 7.37% 3.27% 2
SAAM
2749
Solus Alternative Asset Management
New Jersey
$298M -$158M -35% 26.7% 57% 11
RPC
2750
Rossmore Private Capital
Connecticut
$297M +$14.3M +5% 0.5% 61.8% 139
108 109
110
111 112