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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DA
3126
Doliver Advisors
Texas
$155M +$12.1M +8% 0.13% 67% 327
OPTFSNA
3127
Old Point Trust & Financial Services N A
Virginia
$155M -$10.8M -7% 1.95% 53.6% 81
SRC
3128
Stone Run Capital
New York
$155M +$9.75M +7% 3.42% 61.3% 86
ILM
3129
Indigo Latam Management
Arizona
$155M +$29.5M +24% 23.5% 39.3% 1
MCWS
3130
McKinley Carter Wealth Services
West Virginia
$155M +$27.3M +21% 4.35% 47.5% 110
SFM
3131
Signature Financial Management
Virginia
$155M +$12.2M +9% 1.72% 20.7% 97
FPIS
3132
Financial Planning & Information Services
Wisconsin
$155M +$10.9M +8% 1.8% 13% 34
PA
3133
Paracle Advisors
Washington
$155M +$2.96M +2% 2.6% 30.9% 40
AWA
3134
Arete Wealth Advisors
Illinois
$155M +$13M +9% 0.62% 57.3% 168
BT
3135
Brandywine Trust
Delaware
$155M +$46.1M +42% 1.53% 23% 22
PTB
3136
Pioneer Trust Bank
Oregon
$155M +$2.36M +2% 0.08% 63.2% 74
SVGI
3137
Sapphire Ventures (GPE) I
California
$155M -$15.7M -9% 3.53% 8
PCI
3138
Pacifica Capital Investments
Texas
$155M -$953K -0.6% 1.2% 108% 14
SFPIA
3139
Stevens First Principles Investment Advisors
California
$155M +$2.8M +2% 0.26% 43.7% 233
ECM
3140
EagleClaw Capital Management
Massachusetts
$154M +$2.9M +2% 2.76% 108% 106
Koshinski Asset Management
3141
Koshinski Asset Management
Illinois
$154M -$22.2M -13% 3.28% 57.4% 256
AA
3142
Advisory Alpha
Michigan
$154M +$11M +8% 2.17% 37.4% 36
AW
3143
Alpha Windward
Massachusetts
$154M +$1.62M +1% 3.69% 33.6% 451
DR
3144
Davis Rea
Ontario, Canada
$154M -$1.24M -0.8% 1.43% 62.7% 48
CS
3145
Credential Securities
$154M -$351K -0.2% 2.36% 32.6% 222
PCMC
3146
Paragon Capital Management (Colorado)
Colorado
$154M +$10.6M +7% 0.11% 102% 80
WAMC
3147
Western Asset Management Company
California
$154M -$76.4M -33% 1.44% 3.6% 20
OCM
3148
Orleans Capital Management
Louisiana
$154M -$10.2M -6% 0.97% 62.7% 97
SAIG
3149
Semper Augustus Investments Group
Colorado
$154M -$2.73M -2% 2.69% 66.5% 32
CBCM
3150
Cook & Bynum Capital Management
Alabama
$154M -$10.3M -6% 6.14% 59.6% 5