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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MBT
2926
Montecito Bank & Trust
California
$440M +$20.9M +5% 6.12% 30.7% 238
PRCP
2927
Pacific Ridge Capital Partners
Oregon
$440M +$33.5M +8% 5.05% 97.5% 135
EGWAG
2928
Elwood & Goetz Wealth Advisory Group
Georgia
$439M +$19.8M +5% 3.05% 35% 70
FSA
2929
Fort Sheridan Advisors
Illinois
$438M +$44.4M +11% 7.71% 80.3% 209
HI
2930
Human Investing
Oregon
$438M +$26.3M +6% 4.12% 42.9% 108
MSWM
2931
McGlone Suttner Wealth Management
Wisconsin
$438M +$49M +13% 4.64% – 154
SHFP
2932
Second Half Financial Partners
Florida
$438M +$269M +160% 3.1% 24.9% 153
SDWMA
2933
Schneider Downs Wealth Management Advisors
Pennsylvania
$438M -$49.1M -10% 1.06% 48.8% 118
MCM
2934
Mitchell Capital Management
Kansas
$437M +$34.2M +8% 11% 159% 121
BPIM
2935
Brant Point Investment Management
New York
$437M +$18.7M +4% 8.96% 57.7% 88
AWM
2936
Affinity Wealth Management
Delaware
$436M +$10.5M +2% 6.49% 82.5% 122
GCM
2937
Galibier Capital Management
Ontario, Canada
$436M +$13.1M +3% 1.34% 37.7% 40
LIM
2938
Longfellow Investment Management
Massachusetts
$435M -$1.58M -0.4% 3.02% 46.3% 311
ECM
2939
EagleClaw Capital Management
Massachusetts
$435M +$10.6M +3% 4.84% 108% 130
PWW
2940
Pettyjohn Wood & White
Virginia
$435M +$25.4M +6% 6% 57.3% 180
PC
2941
Permanens Capital
New York
$434M -$26.7M -6% 5.59% 60% 43
GEA
2942
Glen Eagle Advisors
New Jersey
$434M +$35.5M +9% 7.44% 62.2% 1,141
YDMI
2943
Y.D. More Investments
Israel
$434M -$10.2M -2% 6.88% – 359
CGA
2944
Compound Global Advisors
Washington
$433M +$40M +10% 8.09% – 45
FA
2945
Faithward Advisors
Pennsylvania
$433M -$8M -2% 2.51% 72.7% 327
PP
2946
Paloma Partners
Connecticut
$433M -$20.9M -5% 0.31% 8.76% 546
JCM
2947
JAT Capital Management
Connecticut
$433M +$97.6M +29% 25.2% 339% 50
GCMG
2948
Gyroscope Capital Management Group
Florida
$433M +$40.6M +10% 5.54% 24.3% 218
SFWA
2949
Summit Financial Wealth Advisors
Louisiana
$433M +$11M +3% 1.76% 20.7% 134
PAM
2950
Peak Asset Management
Colorado
$432M +$23.3M +6% 6.99% 67.1% 144
116 117
118
119 120