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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCO
2951
MAK Capital One
New York
$454M -$51.1M -10% 9.1% 134% 13
XS
2952
XR Securities
Illinois
$454M -$402M -47% 3.49% 10.5% 356
ARMC
2953
American Research & Management Company
Massachusetts
$454M -$8.55M -2% 1.12% 35.1% 429
CWC
2954
Carolinas Wealth Consulting
North Carolina
$452M -$6.52M -1% 5.08% 24.6% 1,050
NAH
2955
Neumann Advisory (HK)
Hong Kong
$452M -$126M -22% 12.7% 84.2% 16
HI
2956
Human Investing
Oregon
$452M +$33M +8% 4.21% 42.9% 116
EFL
2957
ERn Financial LLC
Wisconsin
$452M +$3.65M +0.8% 4.86% 47.8% 190
AMBIA
2958
Allen Mooney & Barnes Investment Advisors
Georgia
$451M – – 0.7% 60% 151
VP
2959
venBio Partners
California
$451M -$104M -19% 12.9% 221% 10
OMC
2960
Overbrook Management Corp
New York
$451M -$44.9M -9% 2.17% 122% 103
UAM
2961
UAS Asset Management
New York
$451M -$242K -0.1% 2.27% 119% 23
PJSIMP
2962
P.J. Schmidt Investment Management (PJS)
Wisconsin
$451M -$50.1M -10% 4.59% 58.2% 179
TPA
2963
Trivium Point Advisory
Connecticut
$450M -$26.3M -6% 5.32% 91.4% 270
OWA
2964
Octavia Wealth Advisors
Ohio
$450M -$13.2M -3% 4.36% 52.2% 212
VW
2965
Vantage Wealth
California
$450M -$2.4M -0.5% 4.16% 48.7% 35
VCM
2966
Vector Capital Management
California
$450M -$66.7M -13% 10.6% 55.4% 6
KNW
2967
Kesler Norman & Wride
Utah
$449M -$22.9M -5% 2.47% 53.7% 148
III
2968
Independent Investors Inc
New York
$449M -$18.8M -4% 2.28% 63.9% 78
ACS
2969
Archford Capital Strategies
Illinois
$449M +$11.4M +3% 4.82% 57.7% 306
SW
2970
SlateStone Wealth
Florida
$448M -$19.6M -4% 3.65% 69.1% 203
PRS
2971
Pinkerton Retirement Specialists
Idaho
$448M -$123M -22% 3.66% 67.2% 95
WPC
2972
Wedmont Private Capital
Pennsylvania
$448M +$124M +38% 4.88% 65.5% 336
CC
2973
Commodore Capital
New York
$448M +$15.9M +4% 7.2% 1,331% 29
FPIS
2974
Financial Planning & Information Services
Wisconsin
$448M +$41.4M +10% 3.58% 13% 84
MPAM
2975
Monarch Partners Asset Management
Massachusetts
$448M -$44.4M -9% 0.85% 135% 189
117 118
119
120 121