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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AGPM
2826
ASA Gold & Precious Metals
Maine
$199M -$13M -6% 3.26% 7.06% 19
EWM
2827
Evermay Wealth Management
Virginia
$199M +$7.15M +4% 3.21% 53.1% 80
DS
2828
DRW Securities
Illinois
$198M -$118M -37% 0.17% 34.5% 109
AFP
2829
Ausdal Financial Partners
Iowa
$198M +$3.56M +2% 2.48% 42.6% 280
RWM
2830
RKL Wealth Management
Pennsylvania
$198M +$6.07M +3% 1.41% 53% 78
SGH
2831
Sivik Global Healthcare
Connecticut
$198M -$2.84M -1% 6.86% 45.3% 72
AA
2832
AlphaMark Advisors
Kentucky
$198M +$28.6M +17% 5.19% 26.4% 357
WWM
2833
Willingdon Wealth Management
North Carolina
$198M +$3.3M +2% 0.9% 15.5% 124
TCMG
2834
TSP Capital Management Group
New Jersey
$198M +$4.78M +2% 4.93% 109% 61
CA
2835
Claar Advisors
New York
$198M -$3.53M -2% 7.6% 81.3% 33
HAM
2836
Harber Asset Management
North Carolina
$198M +$16.8M +9% 13.5% 75.5% 56
AWP
2837
Ascent Wealth Partners
New York
$198M +$4.69M +2% 3.21% 76.4% 122
GIM
2838
Greystone Investment Management
Ohio
$197M -$24.2M -11% 4.92% 32.8% 57
HIS
2839
Horizon Investment Services
Indiana
$197M -$715K -0.4% 6.77% 145% 119
WSC
2840
Wellington Shields & Co
New York
$197M +$36M +22% 8.49% 64.9% 129
FPTW
2841
Franklin, Parlapiano, Turner & Welch
Texas
$197M +$9.21M +5% 1.18% 41.1% 180
GAM
2842
Gemmer Asset Management
California
$196M +$11.4M +6% 3.08% 55.7% 1,309
OC
2843
Oarsman Capital
Wisconsin
$196M +$3.69M +2% 5.01% 60.6% 194
WCM
2844
Waterstone Capital Management
Minnesota
$196M -$15M -7% 5.04% 23.4% 22
HPWM
2845
Highland Private Wealth Management
Washington
$195M +$17.6M +10% 6.15% 19% 84
SSG
2846
Summit Securities Group
New York
$195M +$12.2M +7% 5.1% 33.4% 307
CCC
2847
Chelsea Counsel Company
California
$195M -$25.9M -12% 2.16% 54.6% 98
CCM
2848
CrestPoint Capital Management
Missouri
$195M +$7.43M +4% 4.39% 42.6% 252
VMI
2849
VHCP Management II
New York
$195M +$29.1M +18% 30.9% 2,335% 26
DAM
2850
Doheny Asset Management
California
$195M -$4.52M -2% 5.57% 131% 115