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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EDRIA
3051
Edmonds Duncan Registered Investment Advisors
Kansas
$240M +$26.5M +12% 10.9% 12.8% 115
CFA
3052
Cahill Financial Advisors
Minnesota
$240M +$40.3M +20% 11.6% 44.9% 154
MCM
3053
McRae Capital Management
New Jersey
$240M +$45.7M +24% 16% 66.9% 93
BRM
3054
Boston Research & Management
Massachusetts
$240M +$30M +14% 11.8% 47.3% 105
CC
3055
Cypress Capital
Tennessee
$240M +$22.5M +10% 8.13% 28.2% 73
SQA
3056
Simon Quick Advisors
New Jersey
$240M -$35.2M -13% 12.8% 67.1% 468
WAM
3057
Wilsey Asset Management
California
$240M +$34.2M +17% 12.7% 58.6% 23
CP
3058
Camelot Portfolios
Ohio
$240M +$25.1M +12% 11.3% 28.9% 257
PLFAM
3059
Pineno Levin & Ford Asset Management
Virginia
$240M +$19.4M +9% 11.1% 81.6% 105
RWA
3060
River Wealth Advisors
Pennsylvania
$239M +$13.9M +6% 12.8% 69.8% 568
SAM
3061
Shikiar Asset Management
New York
$239M +$47.4M +25% 12.8% 91
BGDI
3062
BW Gestao de Investimentos
Brazil
$239M -$18.8M -7% 12.6% 26.8% 111
FIM
3063
Fruth Investment Management
Texas
$239M +$26.6M +13% 14.3% 51.5% 200
SVC
3064
Strycker View Capital
New York
$238M +$39.9M +20% 13.7% 108% 18
FCA
3065
FinTrust Capital Advisors
South Carolina
$238M +$36.1M +18% 11.5% 23.5% 1,399
OCM
3066
Oakwood Capital Management
California
$238M +$25.2M +12% 11.6% 72.5% 51
CAC
3067
Certified Advisory Corp
Florida
$238M +$45.3M +24% 12.2% 46.1% 817
CCM
3068
CWH Capital Management
Washington
$238M +$33.8M +17% 9.97% 29.9% 53
ACM
3069
Ativo Capital Management
Illinois
$238M +$24.1M +11% 15.4% 54.8% 131
HFP
3070
Holistic Financial Partners
Indiana
$238M +$142M +148% 8.38% 79.7% 162
IC
3071
Intersect Capital
California
$237M +$28.7M +14% 12.6% 57% 145
KS
3072
Karpas Strategies
Connecticut
$237M +$23.1M +11% 10.1% 16.1% 125
CCT
3073
Capital City Trust
Florida
$237M +$17.2M +8% 10.7% 73.6% 98
AS
3074
American Securities
New York
$237M +$5.51M +2% 7.94% 2
FCT
3075
Family Capital Trust
Massachusetts
$237M +$29.4M +14% 15.3% 44.2% 55