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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PSC
2851
Piper Sandler & Co
Minnesota
$194M +$5.25M +3% 0.95% 0.42% 191
FFS
2852
Founders Financial Securities
Maryland
$194M +$26.4M +16% 2.9% 52.4% 96
PGA
2853
Portland Global Advisors
Maine
$194M -$843K -0.4% 1.86% 37.2% 118
CGC
2854
Cloud Gate Capital
Illinois
$193M +$93.7M +94% 4.78% – 30
KC
2855
Kingfisher Capital
North Carolina
$193M -$2.03M -1% 2.46% 58.5% 151
PAS
2856
Partnervest Advisory Services
California
$193M -$13.3M -6% 0.38% 45.1% 189
RWA
2857
Ropes Wealth Advisors
Massachusetts
$193M – – 0.08% 71% 330
CA
2858
Cumberland Advisors
Florida
$193M +$20.9M +12% 3.98% 63.5% 76
CAL
2859
Capital Advisors Ltd
Ohio
$193M +$9.29M +5% 1.59% 48.5% 348
ZC
2860
Zelman Capital
Ohio
$193M +$39.3M +26% 7.71% – 39
CCM
2861
CrestPoint Capital Management
Missouri
$192M +$8.08M +4% 1.82% 42.6% 265
PLFAM
2862
Pineno Levin & Ford Asset Management
Virginia
$192M +$22.3M +13% 0.64% 81.6% 112
RVGI
2863
RRE Ventures GP III
New York
$192M -$25.3M -12% 6.16% 73.2% 5
NOCM
2864
Night Owl Capital Management
Connecticut
$191M -$11.8M -6% 1.97% 169% 27
BC
2865
Birchview Capital
Vermont
$190M +$18.1M +11% 9.57% 103% 38
V
2866
ValueWorks
New York
$190M -$12.9M -6% 0.57% 110% 36
CWP
2867
Capital Wealth Planning
Florida
$190M -$22M -10% 0.09% 61.2% 150
7A
2868
734 Agriculture
New York
$190M +$4.56M +2% 2.46% 23.8% 1
LA
2869
Lynch & Associates
Indiana
$190M +$3.97M +2% 1.9% 52.2% 108
HI
2870
Hendershot Investments
Virginia
$190M -$874K -0.5% 0.53% 62.8% 60
SMC
2871
Smith, Moore & Co
Missouri
$189M +$1.7M +0.9% 1.9% 51.1% 183
MCA
2872
Mendon Capital Advisors
Florida
$189M +$9.48M +5% 1.21% – 118
SAM
2873
Selway Asset Management
$189M +$3.41M +2% 0.48% 36.5% 75
ECML
2874
Eagle Capital Management (Louisiana)
Louisiana
$189M -$60.4M -24% 3.89% 72.5% 63
AP
2875
Advisors Preferred
Maryland
$189M -$23.8M -11% 5.38% 98.7% 405
113 114
115
116 117