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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
2976
Confluence Wealth Management
Oregon
$203M +$2.99M +1% 4.57% 31.9% 137
CPA
2977
Capital Planning Advisors
California
$203M +$15.2M +8% 6.94% 61.5% 134
KIP
2978
Kayak Investment Partners
California
$202M +$25.2M +14% 29.8% 27.3% 23
WAM
2979
Water Asset Management
New York
$202M +$53.9M +36% 7.12% 48.9% 18
RCP
2980
Rothschild Capital Partners
New York
$202M +$5.28M +3% 6.12% 77.7% 55
RBC
2981
Roble Belko & Company
Pennsylvania
$202M +$11.2M +6% 5.99% 41.6% 385
SICM
2982
Sustainable Insight Capital Management
New York
$202M +$8.44M +4% 7.35% 142% 67
BWP
2983
BSW Wealth Partners
Colorado
$202M +$10.5M +5% 5.99% 59% 76
MCM
2984
Marathon Capital Management
Maryland
$202M -$6.34M -3% 3.6% 36.9% 93
FIM
2985
Farmhouse Investment Management
California
$202M 1.85% 31
FG
2986
FSI Group
Ohio
$201M +$13.9M +7% 5.13% 1.01% 57
BA
2987
Birinyi Associates
Connecticut
$201M +$24.1M +14% 8.6% 109% 99
OM
2988
Opaleye Management
Massachusetts
$201M +$31.2M +18% 30% 608% 53
ZF
2989
Zhang Financial
Michigan
$201M +$16.5M +9% 4% 58.4% 89
MIM
2990
Mittleman Investment Management
New York
$201M -$1.22M -0.6% 3.53% 11.6% 7
JAM
2991
JW Asset Management
Florida
$201M +$50.5M +34% 3% 92.6% 49
FFM
2992
Fullerton Fund Management
Singapore
$200M +$27M +16% 14.6% 289% 29
TFM
2993
Trimaran Fund Management
New York
$200M -$5.86M -3% 2.85% 82.8% 1
DIV
2994
DCM International V
California
$200M +$27.9M +16% 17.6% 2
ITIM
2995
Indiana Trust & Investment Management
Indiana
$200M +$7.12M +4% 2.74% 78.2% 131
AWM
2996
Altavista Wealth Management
North Carolina
$200M +$15.2M +8% 5.11% 80.6% 134
BEC
2997
Blue Edge Capital
Virginia
$200M +$21.8M +12% 5.74% 53.2% 82
HM
2998
Heronetta Management
New York
$200M +$6.59M +3% 2.54% 46% 34
BWAM
2999
Boyd Watterson Asset Management
Ohio
$199M +$10.8M +6% 4.01% 79.2% 151
HHGC
3000
Hunting Hill Global Capital
New York
$199M +$170M +588% 15.8% 92.2% 15