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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CBFP
3001
Cedar Brook Financial Partners
Ohio
$420M +$30.9M +8% 6.34% 47% 424
MIM
3002
Manitou Investment Management
Ontario, Canada
$420M +$12.6M +3% 10.3% 65.5% 67
BCM
3003
Buckhead Capital Management
Georgia
$420M -$4.69M -1% 5.55% 58.8% 127
BGC
3004
Blue Grotto Capital
Georgia
$420M +$21.1M +5% 15.9% 265% 22
FA
3005
Financial Advisors
Massachusetts
$420M +$24.7M +6% 6.56% 51.5% 83
CFMC
3006
Curbstone Financial Management Corp
New Hampshire
$420M +$8.54M +2% 4.9% 48.5% 183
HGWM
3007
Horst & Graben Wealth Management
Oregon
$419M +$16M +4% 3.88% 39.9% 137
MIM
3008
Monashee Investment Management
Massachusetts
$419M +$56.7M +16% 12.6% 186% 99
WLIM
3009
White Lighthouse Investment Management
Massachusetts
$419M +$22M +6% 4.99% 46.9% 116
IWA
3010
Intercontinental Wealth Advisors
Texas
$419M +$27.6M +7% 8.12% 46.8% 314
HFS
3011
Howard Financial Services
Texas
$419M +$8.6M +2% 4.38% 40.7% 152
FRA
3012
Frank Rimerman Advisors
California
$419M +$56.7M +16% 12.3% 116% 117
OBWG
3013
Onyx Bridge Wealth Group
New York
$418M +$168M +67% 5.91% 55% 252
OM
3014
Opaleye Management
Massachusetts
$418M +$84.2M +25% 4.61% 608% 52
SA
3015
Scarborough Advisors
Maryland
$418M +$21.1M +5% 4.8% 44.6% 80
HPIA
3016
Hamilton Point Investment Advisors
North Carolina
$418M +$7.13M +2% 6.11% 68.3% 147
MCAV
3017
Meritech Capital Associates V
California
$418M -$58.1M -12% 1.67% 134% 7
CT
3018
Colonial Trust
South Carolina
$417M +$24M +6% 7.34% 64.5% 983
FCA
3019
FinTrust Capital Advisors
South Carolina
$417M +$4.89M +1% 3.27% 23.5% 1,207
CT
3020
Chicago Trust
Illinois
$417M +$18.6M +5% 6.75% 65.9% 318
C
3021
Chescapmanager
Maryland
$417M +$59.3M +17% 11% 99.3% 35
LKIM
3022
Lawson Kroeker Investment Management
Nebraska
$417M -$28.9M -6% 4.32% 61.2% 91
TC
3023
Tetrad Corporation
Nebraska
$417M +$28.5M +7% 7.73% 65.6% 3
MFS
3024
McNamara Financial Services
Massachusetts
$417M +$15M +4% 2.88% 29.6% 66
EA
3025
Emerald Advisors
Washington
$416M +$28.5M +7% 8.01% 97.1% 81