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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWA
2801
Arete Wealth Advisors
Illinois
$229M +$12.8M +6% 4.11% 57.3% 215
TLCM
2802
Tiger Legatus Capital Management
New York
$229M -$41.5M -15% 13.3% 11.4% 18
SFWA
2803
Summit Financial Wealth Advisors
Louisiana
$229M +$1.54M +0.7% 3.42% 20.7% 149
FAM
2804
Formidable Asset Management
Ohio
$229M +$31M +16% 5.79% 55.9% 205
OIM
2805
Oceanic Investment Management
Isle Of Man
$229M -$9.11M -4% 11.5% 46.5% 38
PCP
2806
Proficio Capital Partners
Massachusetts
$229M +$33.7M +17% 5.56% 81.3% 1,425
MWP
2807
Moller Wealth Partners
$229M +$26M +13% 4.41% 25.7% 45
UF
2808
Univest Financial
Pennsylvania
$229M -$7.55M -3% 4.82% 60.4% 105
BA
2809
BKS Advisors
Michigan
$228M +$15.6M +7% 7.76% 58% 212
CRIM
2810
Castle Ridge Investment Management
Connecticut
$228M +$42.6M +23% 1.64% – 39
IAA
2811
Ironsides Asset Advisors
North Carolina
$228M -$138M -38% 8.7% 48.9% 158
OMC
2812
Oasis Management Company
Cayman Islands
$228M +$42.1M +23% 2.21% 289% 37
JIM
2813
JB Investments Management
Pennsylvania
$228M +$19.5M +9% 9.34% – 1
OWM
2814
Orgel Wealth Management
Wisconsin
$228M +$72.9M +47% 6% 22.4% 31
QCG
2815
Quadrant Capital Group
Ohio
$228M +$28.2M +14% 5.54% 73.4% 2,261
TJHA
2816
Thomas J. Herzfeld Advisors
Florida
$228M +$11.3M +5% 7.01% 21% 325
GMA
2817
Goldstein Munger & Associates
California
$227M +$2.99M +1% 5.39% 11.9% 43
BMM
2818
Buffington Mohr McNeal
Idaho
$227M -$34.5M -13% 4.9% 29.3% 185
EP
2819
Edgestream Partners
New Jersey
$227M +$179M +371% 9.68% 31.6% 148
RP
2820
Rowlandmiller & Partners
Georgia
$227M +$5.75M +3% 2.96% 54.2% 130
SIG
2821
Sky Investment Group
Connecticut
$227M +$11.1M +5% 4.69% 60.7% 95
WIP
2822
Wellesley Investment Partners
Massachusetts
$226M +$19.9M +10% 3.96% 22.7% 115
SD
2823
Sumway Development
China
$226M +$5.42M +2% 21.9% – 11
YCM
2824
Yiheng Capital Management
California
$226M +$54.8M +32% 22.1% 44.9% 13
F
2825
Filament
Washington
$226M +$14.7M +7% 5.77% 46.9% 35
111 112
113
114 115