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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BCM
3026
Birmingham Capital Management
Alabama
$242M +$9.14M +4% 6.06% 55.4% 104
KTC
3027
Kistler-Tiffany Companies
Pennsylvania
$242M +$16.3M +7% 7.3% 52% 600
WAM
3028
Watermark Asset Management
California
$242M +$6.18M +3% 3.24% 263
OFG
3029
OTA Financial Group
New York
$242M -$19.7M -8% 4.28% 311% 65
RMAM
3030
Raab & Moskowitz Asset Management
New Jersey
$241M +$31.7M +15% 7.51% 62.6% 589
PCM
3031
Princeton Capital Management
New Jersey
$241M +$11M +5% 10.2% 147% 304
FIMS
3032
FBL Investment Management Services
Iowa
$241M +$202M +519% 1.12% 16.6% 49
BAM
3033
Brilliance Asset Management
Hong Kong
$240M -$95.9M -29% 18.8% 37.6% 6
IWP
3034
Icon Wealth Partners
Texas
$240M +$1.89M +0.8% 4.59% 846
SVCP
3035
Silicon Valley Capital Partners
California
$240M +$31.2M +15% 7.72% 87.7% 31
CBTWT
3036
Community Bank & Trust (Waco, Texas)
Texas
$240M +$18.5M +8% 8.63% 65.7% 145
WC
3037
Wynnefield Capital
New York
$240M -$31.1M -11% 1.68% 81% 35
GWA
3038
Guidant Wealth Advisors
Illinois
$239M +$9.66M +4% 2.51% 17.8% 284
FCT
3039
Family Capital Trust
Massachusetts
$239M +$14.4M +6% 9.24% 44.2% 62
AC
3040
Argentiere Capital
Switzerland
$239M -$4.11M -2% 0.29% 5.98% 57
BL
3041
BCWM LLC
Kansas
$239M +$10.5M +5% 5.36% 72
LIM
3042
Lagoda Investment Management
New York
$239M -$1.49M -0.6% 12.2% 195% 37
CA
3043
Cynosure Advisors
Utah
$238M -$129M -35% 3.01% 222
MP
3044
Mediatel Partners
Texas
$238M +$16.5M +7% 7.48% 3.27% 2
MFS
3045
McNamara Financial Services
Massachusetts
$237M +$10.2M +4% 2.16% 29.6% 41
BCA
3046
Berman Capital Advisors
Georgia
$237M -$50M -17% 3.93% 48.2% 132
SHWM
3047
Smith & Howard Wealth Management
Georgia
$237M +$9.59M +4% 4.33% 33.7% 49
TWA
3048
TCI Wealth Advisors
Arizona
$237M +$12.3M +5% 8.78% 51.5% 1,693
BL
3049
BFSG LLC
California
$237M +$9.6M +4% 7.33% 61.8% 144
FSA
3050
Financial Sense Advisors
California
$237M +$93.4M +65% 5.34% 95.2% 81