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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWS
2801
Lucia Wealth Services
California
$291M -$1.14M -0.4% 4.91% 45.6% 200
FCM
2802
Ferox Capital Management
United Kingdom
$290M +$156M +116% 0.07% 2.07% 51
WIP
2803
Wellesley Investment Partners
Massachusetts
$290M -$1.25M -0.4% 3.19% 22.7% 127
CL
2804
CIM LLC
New York
$290M +$18M +7% 7.09% 116% 121
GCA
2805
Gideon Capital Advisors
New York
$290M +$10.1M +4% 4.85% 37.6% 500
HC
2806
Hamilton Capital
Ohio
$290M +$67.4M +30% 0.13% 34% 55
CHP
2807
Cable Hill Partners
Oregon
$289M -$12.3M -4% 2.73% 20.3% 838
SIS
2808
Sound Income Strategies
Florida
$289M +$69.9M +32% 1.72% 23.9% 818
GIPM
2809
G2 Investment Partners Management
New York
$289M -$7.56M -3% 13.9% 948% 78
RCA
2810
Rowland Carmichael Advisors
Arizona
$289M +$16.7M +6% 3.13% 39.1% 353
ODCM
2811
Old Dominion Capital Management
Virginia
$289M -$3.9M -1% 4.16% 45.9% 145
AAMA
2812
Advanced Asset Management Advisors
Ohio
$289M +$8.46M +3% 3.9% 60.3% 107
CM
2813
Caption Management
Oklahoma
$289M +$5.39M +2% 0.61% 12.2% 554
RP
2814
Rowlandmiller & Partners
Georgia
$288M +$8.99M +3% 3.63% 54.2% 137
C
2815
Cliffwater
California
$288M -$50.6M -15% 1.08% 29.7% 20
LPWM
2816
Lake Point Wealth Management
Texas
$288M +$0 0% 1.15% – 770
HFS
2817
Haverford Financial Services
Pennsylvania
$288M +$9.11M +3% 4.95% 58.6% 69
WA
2818
WealthTrust Axiom
Pennsylvania
$288M +$6.7M +2% 4.59% 78% 247
RR
2819
Robotti Robert
$287M +$3.65M +1% 4.92% 151% 66
GKFF
2820
George Kaiser Family Foundation
Oklahoma
$287M -$782K -0.3% 8.74% 68.4% 22
CDIA
2821
Capital Directions Investment Advisors
Georgia
$287M -$16.4M -5% 2.28% 7.53% 106
CRB
2822
Chad R. Baker
$287M +$10.4M +4% 4.55% 87.2% 56
SDWMA
2823
Schneider Downs Wealth Management Advisors
Pennsylvania
$287M +$21.3M +8% 7.67% 48.8% 75
BCB
2824
Brian C. Broderick
$286M +$5.93M +2% 3.11% 70.7% 86
FHC
2825
Forest Hill Capital
Arkansas
$286M -$39.4M -12% 4.8% 51.1% 57
111 112
113
114 115