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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
2926
Stanley Capital Management
Texas
$594M +$86M +17% 13.1% 108% 39
SPA
2927
Sentinel Pension Advisors
Massachusetts
$594M +$50.7M +9% 7.4% 36.1% 127
KFS
2928
Kurt F. Somerville
$594M +$19.1M +3% 8.12% 68.8% 115
WI
2929
Walmart Inc
Arkansas
$593M +$282M +91% 91.1% – 2
BFO
2930
Biltmore Family Office
North Carolina
$592M +$5.26M +0.9% 4.88% 82.8% 288
MIC
2931
Maxi Investments CY
Cyprus
$591M +$89.1M +18% 12.3% 62.4% 157
WSCM
2932
Wellington Shields Capital Management
New York
$591M +$39.6M +7% 15.2% 55.7% 340
BBL
2933
Beck Bode LLC
Massachusetts
$591M +$54.6M +10% 16.9% 125% 133
WPI
2934
Walter Public Investments
Canada
$590M +$54.1M +10% 8.84% 68.1% 44
SWA
2935
Serenus Wealth Advisors
California
$589M -$13.8M -2% 6.2% – 67
SC
2936
Soundwatch Capital
Connecticut
$588M +$369M +168% 9.25% 65.5% 147
AGC
2937
Aspen Grove Capital
Colorado
$588M +$68.3M +13% 15% – 272
SP
2938
Stablepoint Partners
Massachusetts
$588M +$35.9M +7% 7.97% – 252
HCM
2939
Huber Capital Management
California
$588M +$56.9M +11% 8.09% 55.8% 112
BFC
2940
Blue Fin Capital
Rhode Island
$587M – – 16.5% – 144
PCTC
2941
Perkins Coie Trust Company
Washington
$587M +$146M +33% 9.77% 60.9% 482
FCMC
2942
Founders Capital Management (Connecticut)
Connecticut
$587M +$43.4M +8% 9.85% 78.2% 79
CM
2943
Capital Management
Virginia
$587M +$9.64M +2% 0.9% 49.8% 83
UFF
2944
USA Financial Formulas
Michigan
$586M -$19.7M -3% 9.5% – 372
SHFA
2945
SC&H Financial Advisors
Maryland
$586M +$77.2M +15% 8.8% 49% 159
BA
2946
Bellwether Advisors
Nebraska
$585M +$107M +22% 19.2% 83.7% 617
TWM
2947
Tolleson Wealth Management
Texas
$585M +$66.5M +13% 9.03% 53.9% 89
ACP
2948
Albar Capital Partners
United Kingdom
$585M +$365M +166% 20.9% – 34
HEIP
2949
Hudson Edge Investment Partners
New Jersey
$584M +$92.6M +19% 9.71% 52.3% 108
TFA
2950
Tobias Financial Advisors
Florida
$584M +$69.4M +13% 7.02% 32.1% 127
116 117
118
119 120