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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WAM
2901
Watermark Asset Management
California
$222M +$9.96M +5% 2.25% 269
KS
2902
Karpas Strategies
Connecticut
$222M +$2.92M +1% 1.73% 16.1% 124
CCM
2903
Carderock Capital Management
Maryland
$222M +$5.5M +3% 5.68% 78.4% 77
DLG
2904
Daniel L. Goodwin
$222M -$17.5M -7% 8.4% 72.7% 100
BSP
2905
Benefit Street Partners
New York
$222M +$73.1M +49% 5.64% 7.07% 33
IP
2906
Intellectus Partners
California
$222M +$25.2M +13% 3.12% 116% 823
PAS
2907
Partnervest Advisory Services
California
$221M +$13K +0% 1.82% 45.1% 215
HP
2908
HT Partners
Connecticut
$221M +$4.8M +2% 2.72% 46.6% 23
GIPM
2909
G2 Investment Partners Management
New York
$221M -$12.4M -5% 14.4% 948% 80
NIC
2910
Northwest Investment Counselors
Oregon
$221M +$13.4M +6% 3.58% 32.4% 313
TWMP
2911
Taylor Wealth Management Partners
Massachusetts
$221M -$3K -0% 4.95% 61.9% 172
DBIA
2912
Dumont & Blake Investment Advisors
New Jersey
$221M +$3.84M +2% 1.74% 56.5% 180
BA
2913
Bard Associates
Illinois
$220M +$5.25M +2% 4.05% 145% 197
FMP
2914
Financial Management Professionals
Texas
$220M +$24.4M +12% 2.42% 51.4% 342
PFP
2915
Patriot Financial Partners
Pennsylvania
$220M -$81.7M -27% 3.42% 16.6% 12
WIM
2916
Wittenberg Investment Management
Massachusetts
$220M +$12.7M +6% 0.4% 71.4% 78
NHC
2917
Nicholas Hoffman & Company
Georgia
$220M +$6.56M +3% 2.95% 68% 161
BOS
2918
Bank of Stockton
California
$220M +$891K +0.4% 2.58% 54.2% 105
BWP
2919
BSW Wealth Partners
Colorado
$220M +$17.7M +9% 3.01% 59% 86
CIA
2920
Capital Impact Advisors
Massachusetts
$220M -$31.3M -12% 9.91% 158
LPAM
2921
Legion Partners Asset Management
California
$220M +$53.3M +32% 14.8% 70.9% 13
RCP
2922
Rothschild Capital Partners
New York
$219M +$17.4M +9% 2.43% 77.7% 51
CCM
2923
Compton Capital Management
Rhode Island
$219M +$15.7M +8% 3.29% 75.6% 153
WCMN
2924
Westchester Capital Management (Nebraska)
Nebraska
$219M +$10.9M +5% 1.72% 65.1% 35
CBN
2925
Cadence Bank NA
Texas
$219M +$2.28M +1% 1.32% 33.3% 151