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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWA
2776
Arete Wealth Advisors
Illinois
$217M +$42M +24% 6.31% 57.3% 207
MMG
2777
Monetary Management Group
Missouri
$216M +$291K +0.1% 3.04% 100% 336
TJHA
2778
Thomas J. Herzfeld Advisors
Florida
$216M +$28.4M +15% 1.29% 21% 324
III
2779
Independent Investors Inc
New York
$216M -$130K -0.1% 2.89% 63.9% 84
TWMP
2780
Taylor Wealth Management Partners
Massachusetts
$216M -$6.84M -3% 2.19% 61.9% 185
SMH
2781
Sanders Morris Harris
Texas
$216M -$114M -34% 0.26% 86.5% 173
PAS
2782
Partnervest Advisory Services
California
$216M +$4.28M +2% 1.82% 45.1% 213
VHAM
2783
Van Hulzen Asset Management
California
$216M +$31.5M +17% 0.22% 76.9% 183
SIG
2784
Sky Investment Group
Connecticut
$215M +$483K +0.2% 1.4% 60.7% 96
PRS
2785
Pinkerton Retirement Specialists
Idaho
$215M -$21.9M -9% 2.3% 67.2% 689
BA
2786
Bard Associates
Illinois
$215M +$10.5M +5% 9.24% 145% 183
WC
2787
Whitnell & Co
Illinois
$215M -$77.6M -26% 1.08% 36.5% 417
PWAP
2788
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$215M +$4.53M +2% 4.23% 58.6% 119
BL
2789
BCWM LLC
Kansas
$215M -$162K -0.1% 1.26% – 77
RGIA
2790
Rainier Group Investment Advisory
Washington
$215M – – 0.49% 41.4% 49
HCM
2791
Harvey Capital Management
Florida
$215M -$109M -34% 2.85% 140% 83
PCM
2792
Punch Card Management
Florida
$214M +$14.6M +7% 12.5% 59.1% 3
TCM
2793
Texan Capital Management
Texas
$214M +$1.86M +0.9% 2.76% 19.3% 135
AGM
2794
Alpine Global Management
New York
$214M -$129M -38% 4.95% 132% 216
CBN
2795
Cadence Bank NA
Texas
$214M -$7.84M -4% 3.59% 33.3% 139
FC
2796
Finepoint Capital
Massachusetts
$213M -$12.1M -5% 5.29% 45.1% 5
AC
2797
Abbrea Capital
California
$213M – – 1.47% 38% 136
AFP
2798
Ausdal Financial Partners
Iowa
$213M +$14.8M +7% 2.31% 42.6% 287
CCM
2799
Cutler Capital Management
Massachusetts
$213M -$97.4M -31% 3.73% 10.9% 89
BA
2800
BKS Advisors
Michigan
$213M -$4.17M -2% 0.98% 58% 255
110 111
112
113 114