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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FNBOMD
3026
First National Bank of Mount Dora
Florida
$227M +$23.9M +12% 8.87% 81.2% 96
BCM
3027
Beck Capital Management
Texas
$227M +$17.6M +8% 7.55% 187% 124
TBA
3028
Train Babcock Advisors
New York
$227M +$47.7M +27% 7.14% 41.9% 115
SIRP
3029
Shelter Insurance Retirement Plan
Missouri
$227M +$12.3M +6% 8.85% 55.6% 41
CCM
3030
Carderock Capital Management
Maryland
$227M +$5.24M +2% 5.73% 78.4% 77
PRS
3031
Pinkerton Retirement Specialists
Idaho
$226M +$22.5M +11% 5.04% 67.2% 253
LWS
3032
Lucia Wealth Services
California
$226M 4.59% 45.6% 121
SC
3033
Spitfire Capital
California
$226M -$13.7M -6% 6.54% 25.8% 20
CI
3034
Chartist Inc
California
$226M +$13.4M +6% 9.3% 37
IWA
3035
IBEX Wealth Advisors
New Jersey
$226M -$44M -16% 6.86% 154
FCMC
3036
Founders Capital Management (Connecticut)
Connecticut
$226M +$15.6M +7% 7.75% 78.2% 53
SWPG
3037
Strategic Wealth Partners Group
Illinois
$225M +$509K +0.2% 4.78% 27
CSM
3038
CAMG Solamere Management
North Carolina
$225M +$24.5M +12% 7.59% 51.8% 144
OCM
3039
Oakview Capital Management
Texas
$225M +$14.8M +7% 3.96% 20.1% 18
SQA
3040
Simon Quick Advisors
New Jersey
$224M -$51.5M -19% 5.91% 67.1% 671
CGL
3041
Clarius Group LLC
Washington
$224M -$13.5M -6% 4.7% 85.3% 77
PC
3042
Palo Capital
California
$224M +$34.6M +18% 9.31% 34.6% 132
BA
3043
Birinyi Associates
Connecticut
$224M +$13.7M +6% 7.93% 109% 100
JCG
3044
JHL Capital Group
Illinois
$224M -$44.5M -17% 6.74% 14
PCM
3045
Princeton Capital Management
New Jersey
$224M 10.1% 147% 100
IAS
3046
IMA Advisory Services
Colorado
$224M +$7.98M +4% 3.34% 59.5% 135
GWA
3047
Guidant Wealth Advisors
Illinois
$223M +$82.5M +59% 3.28% 17.8% 214
MIM
3048
Mittleman Investment Management
New York
$223M +$4.34M +2% 3.3% 11.6% 7
KAS
3049
Kemnay Advisory Services
New York
$223M -$9.01M -4% 7% 218% 138
BWA
3050
BDO Wealth Advisors
Florida
$223M +$21M +10% 4.29% 38.3% 527