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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CG
2926
Caprock Group
Idaho
$175M +$33.9M +24% 4.03% 46.1% 97
MCWS
2927
McKinley Carter Wealth Services
West Virginia
$175M +$14M +9% 6.06% 47.5% 120
IIC
2928
Ironwood Investment Counsel
Arizona
$174M -$10.3M -6% 6% 58.5% 138
BOS
2929
Bank of Stockton
California
$174M +$10.7M +7% 4.42% 54.2% 101
AA
2930
Advisory Alpha
Michigan
$174M +$27.9M +19% 0.7% 37.4% 55
VW
2931
Vantage Wealth
California
$174M +$9.99M +6% 4.36% 48.7% 26
P
2932
PhaseCapital
New York
$174M +$54.5M +46% 0.63% 25.1% 11
CFA
2933
CT Financial Advisors
Pennsylvania
$174M +$14.5M +9% 4.26% – 681
IP
2934
InvenTrust Properties
Illinois
$174M -$3.39M -2% 2.63% 7.57% 22
BC
2935
Birchview Capital
Vermont
$174M +$18.3M +12% 15.5% 103% 46
LWM
2936
LBA Wealth Management
Florida
$174M +$15M +9% 2.48% 19.2% 432
SXM
2937
SC XII Management
California
$173M -$82M -32% 16% 73.4% 3
BPCA
2938
Bank Pictet & Cie (Asia)
Singapore
$173M +$40.4M +31% 8.65% 13.7% 57
FWM
2939
Focused Wealth Management
New York
$173M +$20.7M +14% 5.77% 58.2% 777
CGL
2940
Clarius Group LLC
Washington
$173M – – 4.32% 85.3% 79
NI
2941
Nepsis Inc
Minnesota
$172M +$4.44M +3% 7.62% 113% 35
IFA
2942
Interactive Financial Advisors
Illinois
$172M -$4.03M -2% 1.86% 37.1% 126
GAAM
2943
Guinness Atkinson Asset Management
California
$172M +$15.3M +10% 10.1% 116% 72
FC
2944
FCA Corp
Texas
$172M +$89K +0.1% 2.7% 45% 144
KCM
2945
Karp Capital Management
California
$172M +$25.6M +18% 5.44% 21.3% 369
CPA
2946
Capital Planning Advisors
California
$172M +$19.4M +13% 8.57% 61.5% 112
FWC
2947
First Washington Corp
Washington
$172M +$5.96M +4% 6.62% 80.4% 96
WKWM
2948
Walter & Keenan Wealth Management
Indiana
$172M +$9.8M +6% 6.86% 70.2% 147
OCA
2949
Otter Creek Advisors
Florida
$172M – – 2.76% 117% 72
KL
2950
Kinsight LLC
Alabama
$171M +$22.8M +15% 3.83% 15.7% 34
116 117
118
119 120