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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KIA
2851
Kopp Investment Advisors
Minnesota
$183M -$20.1M -10% 12.3% 109% 72
MIM
2852
Merion Investment Management
Florida
$183M +$22.3M +14% 3.36% 27.7% 3
FWM
2853
Focused Wealth Management
New York
$183M +$10.1M +6% 0.34% 58.2% 769
RCP
2854
Rho Capital Partners
New York
$183M -$108M -37% 30.7% – 10
NEIRG
2855
New England Investment & Retirement Group
Massachusetts
$183M -$6.92M -4% 2.44% 72.5% 96
AI
2856
ArchPoint Investors
Florida
$182M +$40.5M +29% 1.83% 78.9% 169
TCMG
2857
TSP Capital Management Group
New Jersey
$182M -$5.37M -3% 10.6% 109% 74
FPTW
2858
Franklin, Parlapiano, Turner & Welch
Texas
$182M +$12.6M +7% 2.7% 41.1% 133
KFA
2859
Kelleher Financial Advisors
New York
$181M +$33.8M +23% 5.15% 86.7% 247
HI
2860
Hudock Inc
Pennsylvania
$181M -$44M -20% 3.02% 45% 650
HC
2861
Hillman Company
Pennsylvania
$181M -$9.21M -5% 0.06% 154% 13
TWA
2862
TCI Wealth Advisors
Arizona
$180M +$910K +0.5% 2.33% 51.5% 1,510
CGL
2863
Clarius Group LLC
Washington
$180M +$7.87M +5% 3.04% 85.3% 94
SGCM
2864
Sand Grove Capital Management
United Kingdom
$180M +$40.2M +29% 11.6% 224% 22
MCWS
2865
McKinley Carter Wealth Services
West Virginia
$180M +$5.7M +3% 1.3% 47.5% 130
BL
2866
BCWM LLC
Kansas
$180M +$13.8M +8% 5.72% – 83
TM
2867
Tikvah Management
North Carolina
$180M -$10.9M -6% 1.83% 94.5% 19
RIM
2868
Regent Investment Management
Kentucky
$180M -$7.25M -4% 0.41% 44% 191
TCOO
2869
Trust Company of Oklahoma
Oklahoma
$180M -$68.1K -0% 1.7% 69.6% 103
ACP
2870
Atalan Capital Partners
New York
$179M +$24.1M +16% 3.25% 140% 18
KTC
2871
Kistler-Tiffany Companies
Pennsylvania
$179M -$2.38M -1% 2.85% 52% 628
PAS
2872
Partnervest Advisory Services
California
$179M -$741K -0.4% 2.66% 45.1% 209
FA
2873
FMA Advisory
Pennsylvania
$179M – – 0% 46.7% 130
SC
2874
Sageview Capital
Connecticut
$179M -$21.3M -11% 9.28% 458% 4
EWM
2875
Evermay Wealth Management
Virginia
$178M +$8.67M +5% 1.34% 53.1% 80
113 114
115
116 117