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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AMM
3101
American Money Management
California
$513M +$12.3M +2% 0.25% 58.1% 144
MWA
3102
Martel Wealth Advisors
Washington
$512M +$23.2M +5% 0.27% 35.3% 74
FL
3103
Fourthstone LLC
Missouri
$512M +$63.3M +14% 8.26% 17.7% 84
CM
3104
CoreCommodity Management
Connecticut
$512M -$31.2M -6% 7.55% 22.2% 141
SFWA
3105
Summit Financial Wealth Advisors
Louisiana
$511M -$22M -4% 0.55% 20.7% 162
GFA
3106
Gallagher Fiduciary Advisors
Illinois
$511M +$17.1M +3% 0.18% 76.8% 307
CRB
3107
Chad R. Baker
$511M +$1.79M +0.4% 2.52% 87.2% 51
SP
3108
Solel Partners
Massachusetts
$511M +$1.09M +0.2% 1.75% 57.3% 22
PFM
3109
Patton Fund Management
Texas
$510M +$26.3M +5% 6.71% 100% 96
CFS
3110
Commonwealth Financial Services
West Virginia
$510M +$3.79M +0.7% 0.21% – 205
VU
3111
Vanderbilt University
Tennessee
$510M -$29.8M -6% 5.44% 38% 85
MCM
3112
McRae Capital Management
New Jersey
$510M -$2.19M -0.4% 2.7% 66.9% 93
BCB
3113
Brian C. Broderick
$510M -$913K -0.2% 0.18% 70.7% 86
CWC
3114
Carolinas Wealth Consulting
North Carolina
$509M -$42.4M -8% 1.68% 24.6% 1,114
LTI
3115
Laffer Tengler Investments
Tennessee
$509M +$14.8M +3% 3.75% 69.4% 182
PSP
3116
Principal Street Partners
Tennessee
$509M -$103M -17% 3.35% 65.5% 258
QL
3117
Quarry LP
New York
$508M +$181M +55% 3.75% – 2,122
TF
3118
TLWM Financial
Texas
$508M +$15.2M +3% 0.89% 42.1% 78
PCS
3119
Personal CFO Solutions
New Jersey
$508M -$208M -29% 1.58% 69.7% 627
P8IP
3120
Pier 88 Investment Partners
California
$508M +$54.2M +12% 3.01% 26.2% 103
NI
3121
Noked Israel
Israel
$508M +$50.7M +11% 11.4% 243% 18
WP
3122
Wedgewood Partners
Missouri
$508M -$42.9M -8% 5.11% 101% 20
EIP
3123
Ellis Investment Partners
Pennsylvania
$508M -$5.18M -1% 0.62% 48.7% 250
LWM
3124
LJI Wealth Management
Indiana
$508M +$18.8M +4% 2.38% – 201
ORP
3125
Orion Resource Partners
New York
$507M -$245M -33% 10.2% – 24
123 124
125
126 127