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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BC
2876
Belmont Capital
California
$557M -$57.8M -9% 6.79% 182% 174
OC
2877
Oarsman Capital
Wisconsin
$557M -$16.6M -3% 0.97% 60.6% 903
EIG
2878
Ellenbecker Investment Group
Wisconsin
$556M -$2.68M -0.5% 2.58% 49.2% 117
HPIA
2879
Hamilton Point Investment Advisors
North Carolina
$556M +$1.75M +0.3% 0.79% 68.3% 169
M
2880
Mirova
France
$556M -$23.6M -4% 3.49% 44.1% 134
LA
2881
LM Advisors
California
$555M -$3.51M -0.6% 3.81% – 222
PFA
2882
Pathway Financial Advisors
Vermont
$555M +$120M +28% 0.82% 41.6% 176
VNA
2883
Valley National Advisers
Pennsylvania
$554M -$2.69M -0.5% 2.28% 58.8% 846
MA
2884
MJP Associates
Connecticut
$554M -$2.49M -0.4% 2.03% 52.7% 253
GG
2885
Gleason Group
Kentucky
$554M -$15.5M -3% 3.39% 56.5% 198
CA
2886
Crane Advisory
California
$553M -$17.3M -3% 2.16% 28.8% 47
AFAS
2887
Acorn Financial Advisory Services
Virginia
$553M -$53.5M -9% 2.85% 71.6% 211
FA
2888
Fermata Advisors
California
$553M +$17.1M +3% 0.31% 33.1% 306
AIM
2889
Arcadia Investment Management
Michigan
$553M -$72.9M -12% 3.59% 103% 307
SDWMA
2890
Schneider Downs Wealth Management Advisors
Pennsylvania
$552M +$20.4M +4% 1.65% 48.8% 143
CIEC
2891
Crédit Industriel et Commercial
France
$552M +$172M +45% 0.25% – 319
SP
2892
Stablepoint Partners
Massachusetts
$552M +$7.16M +1% 1.82% – 246
GRA
2893
Goehring & Rozencwajg Associates
New York
$552M +$65M +13% 2.68% – 44
WDL
2894
Well Done LLC
Michigan
$552M +$5.22M +1% 2.08% 64.9% 190
EPAM
2895
Euro Pacific Asset Management
Puerto Rico
$551M +$87.3M +19% 23.3% 69.2% 80
GFG
2896
Greystone Financial Group
Michigan
$551M -$24M -4% 0.32% 49.7% 108
KLI
2897
Kelman-Lazarov Inc
Tennessee
$551M -$4.64M -0.8% 0.58% 41.2% 123
PC
2898
Permanens Capital
New York
$551M +$27M +5% 0.07% 60% 64
BWS
2899
Buck Wealth Strategies
Colorado
$550M +$69.1M +14% 0.33% – 138
KWM
2900
KFG Wealth Management
Indiana
$550M +$15.1M +3% 1.39% – 203
114 115
116
117 118