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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BAM
2801
Bruderman Asset Management
New York
$302M +$49.7M +20% 12.9% 31.7% 94
AFP
2802
Ausdal Financial Partners
Iowa
$302M +$19.1M +7% 17.3% 42.6% 314
SGH
2803
Sivik Global Healthcare
Connecticut
$302M +$48.5M +19% 20.3% 45.3% 62
NAH
2804
Neumann Advisory (HK)
Hong Kong
$301M +$113M +60% 66.4% 84.2% 10
FVWA
2805
Foster Victor Wealth Advisors
South Carolina
$301M +$73.4M +32% 22.1% 58.7% 131
AWM
2806
Avitas Wealth Management
California
$301M +$81.5M +37% 30.6% 56.2% 183
RIM
2807
Regent Investment Management
Kentucky
$301M +$58.2M +24% 23.5% 44% 198
MC
2808
Matisse Capital
Oregon
$301M +$46.8M +18% 16.3% 44.4% 204
IBT
2809
International Biotechnology Trust
United Kingdom
$301M +$81.5M +37% 42% 11.1% 59
MIP
2810
Marietta Investment Partners
Wisconsin
$301M +$67.9M +29% 25% 129% 139
CST
2811
Charles Schwab Trust
Nevada
$301M +$59.3M +25% 15% 35.4% 154
MWM
2812
Madison Wealth Management
Ohio
$300M +$51M +20% 22.8% 34.9% 127
BCB
2813
Brian C. Broderick
$300M +$47.6M +19% 20.1% 70.7% 82
CAM
2814
Cypress Asset Management
Texas
$300M +$68.4M +30% 25.9% 97.3% 131
CM
2815
Capital Management
Virginia
$300M +$26.5M +10% 21.1% 49.8% 75
BC
2816
Brio Consultants
California
$299M +$49.2M +20% 16.7% 35.7% 83
RG
2817
Rikoon Group
New Mexico
$299M +$58M +24% 19.9% 63.4% 216
SG
2818
Strid Group
Pennsylvania
$299M +$53.9M +22% 21% 38% 28
CIA
2819
Capital Impact Advisors
Massachusetts
$299M +$61.3M +26% 45.7% – 129
ECA
2820
Endeavour Capital Advisors
Connecticut
$299M +$12.1M +4% 15.8% 24.3% 57
RCM
2821
Ratan Capital Management
Florida
$299M +$85M +40% 44% 417% 50
PAM
2822
Premier Asset Management
Illinois
$299M +$60.5M +25% 38.8% 104% 149
MWM
2823
Meridian Wealth Management
Kentucky
$299M +$73M +32% 30.2% 96.6% 251
UA
2824
Unison Advisors
District of Columbia
$299M +$206M +222% 24.6% 39.3% 162
BWP
2825
BSW Wealth Partners
Colorado
$298M +$57.6M +24% 18.2% 59% 146
111 112
113
114 115