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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EAM
3026
Exane Asset Management
France
$231M -$102M -31% 5.97% 70.5% 199
KS
3027
Karpas Strategies
Connecticut
$231M +$609K +0.3% 3.1% 16.1% 124
CM
3028
Caption Management
Oklahoma
$231M +$75.2M +48% 1.11% 12.2% 356
ECM
3029
Endurant Capital Management
California
$231M -$37.1M -14% 4.42% 16.8% 85
GA
3030
Geller Advisors
New York
$230M +$25.4M +12% 9.52% 20.4% 37
PCM
3031
Princeton Capital Management
New Jersey
$230M +$4.84M +2% 2.29% 147% 307
GWA
3032
Guidant Wealth Advisors
Illinois
$230M +$8.7M +4% 0.49% 17.8% 311
EDRIA
3033
Edmonds Duncan Registered Investment Advisors
Kansas
$230M +$7.06M +3% 1.69% 12.8% 116
GCM
3034
Grisanti Capital Management
New York
$230M +$11.2M +5% 2.33% 17.9% 76
PLFAM
3035
Pineno Levin & Ford Asset Management
Virginia
$230M +$206K +0.1% 2.01% 81.6% 109
IIC
3036
Ironwood Investment Counsel
Arizona
$230M +$4.82M +2% 2.25% 58.5% 144
APC
3037
Alta Park Capital
California
$229M +$101M +79% 19.9% 433% 39
BL
3038
BCWM LLC
Kansas
$229M -$6.32M -3% 2.59% 78
LWS
3039
Lucia Wealth Services
California
$228M -$79.5M -26% 2.23% 45.6% 234
PFA
3040
Paradigm Financial Advisors
Missouri
$228M +$3.76M +2% 2.87% 113% 116
YWP
3041
YorkBridge Wealth Partners
New York
$228M +$10.8M +5% 5.2% 36.5% 915
AAP
3042
Arax Advisory Partners
Colorado
$228M +$35.2M +18% 1.51% 43.8% 500
SCM
3043
Stanley Capital Management
Texas
$228M +$6.53M +3% 4.92% 108% 35
SHWM
3044
Smith & Howard Wealth Management
Georgia
$228M -$4.45M -2% 0.1% 33.7% 51
BL
3045
BFSG LLC
California
$228M +$2.2M +1% 3.18% 61.8% 165
MFS
3046
McNamara Financial Services
Massachusetts
$227M +$7.9M +4% 1.48% 29.6% 42
RAM
3047
Riggs Asset Management
Pennsylvania
$227M -$15.5M -6% 4.28% 131% 291
AVAI
3048
Atlas Venture Associates IX
Massachusetts
$227M +$94.9M +72% 17.1% 89.8% 7
ACP
3049
Aveo Capital Partners
Colorado
$227M -$12.8M -5% 2.15% 19.1% 157
CC
3050
Cedar Capital
Illinois
$226M +$11.8M +5% 4.96% 98% 171