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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWM
2876
Altavista Wealth Management
North Carolina
$459M +$48.7M +12% 5.49% 80.6% 185
MC
2877
McMorgan & Co
California
$458M 3.43% 23.8% 39
MWM
2878
Minot Wealth Management
Massachusetts
$458M +$66M +17% 8.63% 233
T
2879
TRUADVICE
Florida
$458M +$120M +35% 5.73% 21.5% 327
PHP
2880
Parkman Healthcare Partners
Connecticut
$457M +$42.5M +10% 11.2% 258% 99
FPS
2881
Fieldpoint Private Securities
Connecticut
$457M +$28.8M +7% 7.23% 46.7% 1,694
OAM
2882
Oberweis Asset Management
Illinois
$456M -$32.4M -7% 20.9% 282% 201
NAM
2883
Nexpoint Asset Management
Texas
$456M +$80.5M +21% 14.6% 214% 242
MCM
2884
Mitchell Capital Management
Kansas
$456M +$45.9M +11% 10.7% 159% 159
CIA
2885
Covington Investment Advisors
Pennsylvania
$455M +$41.5M +10% 8.71% 72.5% 78
SF
2886
Susquehanna Foundation
Pennsylvania
$455M +$22.4M +5% 19% 36.7% 5
CWC
2887
Carolinas Wealth Consulting
North Carolina
$455M +$43.9M +11% 7.08% 24.6% 1,041
XF
2888
XML Financial
Maryland
$455M +$44.5M +11% 6.07% 45.3% 230
MAM
2889
Marquette Asset Management
Minnesota
$454M +$40.3M +10% 8.11% 53.3% 255
RTS
2890
Round Table Services
New Jersey
$454M +$41M +10% 5.97% 16.1% 138
WDL
2891
Well Done LLC
Michigan
$454M +$18.2M +4% 5.61% 64.9% 182
MWM
2892
Madison Wealth Management
Ohio
$453M +$47.9M +12% 9.81% 34.9% 146
GSWM
2893
Golden State Wealth Management
California
$453M +$150M +49% 6.89% 311
WC
2894
Walthausen & Co
New York
$453M -$21.4M -5% 3.72% 63.1% 158
LOPW
2895
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 5.53% 49.3% 164
ACP
2896
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 5.69% 19.1% 277
KA
2897
KLCM Advisors
Wisconsin
$452M +$11M +3% 2.64% 87.8% 119
DCM
2898
DG Capital Management
New York
$452M +$56.4M +14% 7.52% 50.9% 251
FTC
2899
Farmers Trust Company
Ohio
$452M +$17.5M +4% 7.01% 67.2% 174
BCP
2900
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 4.76% 57.7% 75