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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KS
3026
Karpas Strategies
Connecticut
$247M +$6.45M +3% 4.18% 16.1% 123
BL
3027
BCWM LLC
Kansas
$247M -$2.9M -1% 1.34% 74
DFA
3028
Delta Financial Advisors
Louisiana
$247M +$4.64M +2% 1.91% 77% 116
MFS
3029
McNamara Financial Services
Massachusetts
$246M +$7.16M +3% 0.7% 29.6% 39
CPI
3030
Crestview Partners III
New York
$246M -$121M -33% 22.1% 40.4% 4
PG
3031
Patten Group
Tennessee
$246M +$1.54M +0.6% 1.92% 66.3% 216
REMPR
3032
Roof Eidam Maycock Peralta (REMP)
California
$246M +$1.79M +0.7% 0.96% 47.4% 125
ECM
3033
EagleClaw Capital Management
Massachusetts
$245M +$15.6M +7% 2.07% 108% 132
CWM
3034
Chesapeake Wealth Management
Virginia
$245M +$6.13M +3% 1.87% 59% 190
HPIA
3035
Hamilton Point Investment Advisors
North Carolina
$245M +$10.8M +5% 2.61% 68.3% 73
VW
3036
Vantage Wealth
California
$245M +$2.77M +1% 2.16% 48.7% 31
APC
3037
Alta Park Capital
California
$244M -$23.4M -9% 2.49% 433% 30
BWM
3038
Brickley Wealth Management
California
$244M +$4.76M +2% 1.08% 50.9% 48
SIA
3039
Starfire Investment Advisers
Michigan
$244M +$20.4M +9% 0.34% 19.2% 178
FCT
3040
Family Capital Trust
Massachusetts
$244M -$5.65M -2% 1.47% 44.2% 56
BFA
3041
Benedict Financial Advisors
Georgia
$244M +$3.76M +2% 3.07% 44.7% 105
PTB
3042
Pioneer Trust Bank
Oregon
$244M +$1.71M +0.7% 2.48% 63.2% 74
GFWEX
3043
G.F.W. Energy X
Texas
$243M -$88.5M -27% 24% 71.4% 4
MMEA
3044
MEAG MUNICH ERGO AssetManagement
Germany
$243M +$10.5M +5% 4.84% 18.2% 15
BWA
3045
Burt Wealth Advisors
Maryland
$243M +$14.7M +6% 0.11% 41.3% 359
HA
3046
Harfst & Associates
Wyoming
$243M -$1.92M -0.8% 0.29% 80.6% 101
WMG
3047
WESCAP Management Group
California
$243M +$881K +0.4% 0.93% 33.9% 82
FA
3048
Forefront Analytics
Pennsylvania
$243M +$7.82M +3% 1.35% 24.9% 46
MFW
3049
Mosaic Family Wealth
Missouri
$242M +$3.7M +2% 1.35% 84.5% 177
NB
3050
Northwest Bancshares
Pennsylvania
$242M +$5.16M +2% 3.06% 52.1% 144