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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PHAM
3076
Portland Hill Asset Management
United Kingdom
$196M +$5.98M +3% 10.1% 30.2% 26
GSBTD
3077
Glenview State Bank Trust Department
Illinois
$196M +$2.87M +1% 2.41% 76.6% 98
GA
3078
Geller Advisors
New York
$196M +$11M +6% 5.82% 20.4% 28
TWA
3079
TCI Wealth Advisors
Arizona
$196M +$4.18M +2% 2.71% 51.5% 1,443
BWAM
3080
Boyd Watterson Asset Management
Ohio
$195M -$4.05M -2% 2.12% 79.2% 155
TCOO
3081
Trust Company of Oklahoma
Oklahoma
$195M +$2.16M +1% 2.64% 69.6% 110
B
3082
Bridgeworth
Alabama
$195M +$5.15M +3% 0.93% 19.7% 160
GGPE
3083
Golden Gate Private Equity
California
$195M -$39M -17% 4.81% 8.72% 24
FM
3084
Frazier Management
Washington
$195M +$7.89M +4% 3.16% 430% 7
PCI
3085
Pacifica Capital Investments
Texas
$195M +$2.7M +1% 1.51% 108% 17
BCM
3086
Beck Capital Management
Texas
$195M +$5.1M +3% 5.48% 187% 113
BRC
3087
Bishop Rock Capital
New York
$195M -$17.2M -8% 9.11% 35.3% 31
AOWM
3088
Alpha Omega Wealth Management
Virginia
$195M +$6.87M +4% 2% 49.2% 499
CCM
3089
Crestwood Capital Management
New York
$195M -$36M -16% 9.58% 198% 29
REMPR
3090
Roof Eidam Maycock Peralta (REMP)
California
$194M -$234K -0.1% 2.75% 47.4% 88
GF
3091
Goodman Financial
Texas
$194M +$3.05M +2% 2.93% 40.3% 43
WA
3092
WealthTrust-Arizona
Arizona
$194M +$8.03M +4% 2.46% 20.2% 699
GWA
3093
Guidant Wealth Advisors
Illinois
$194M +$3.26M +2% 1.95% 17.8% 247
HI
3094
Hudock Inc
Pennsylvania
$194M +$7.07M +4% 1.69% 45% 663
KWM
3095
Kingsview Wealth Management
Oregon
$194M +$25.4M +15% 2.3% 59.6% 291
FCT
3096
Family Capital Trust
Massachusetts
$193M +$4.88M +3% 5.46% 44.2% 56
SIG
3097
Schaller Investment Group
North Carolina
$193M +$6.08M +3% 5.5% 21.9% 45
HWA
3098
Heritage Wealth Advisors
Virginia
$193M +$7.69M +4% 1.73% 47% 101
YEPI
3099
Yorktown Energy Partners IX
New York
$193M -$92.7M -32% 32.1% 4.82% 2
SA
3100
SL Advisors
New Jersey
$193M +$16.8M +10% 9.81% 94.3% 57