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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AAM
3126
ACK Asset Management
Connecticut
$200M -$144M -42% 34.8% 114% 31
FM
3127
Family Management
New York
$200M -$89.5M -31% 14.6% 54.2% 208
PWA
3128
Physician Wealth Advisors
Utah
$200M -$24.6M -11% 18.3% 57.4% 130
IRM
3129
Income Research & Management
Massachusetts
$200M -$49.2M -20% 0.51% 0.84% 21
VAS
3130
Valicenti Advisory Services
New York
$200M -$38.8M -16% 18.4% 74.2% 73
CBTWT
3131
Community Bank & Trust (Waco, Texas)
Texas
$200M -$51M -20% 18.4% 65.7% 134
CMA
3132
Cedar Mountain Advisors
Oregon
$200M -$32.9M -14% 20.1% 48% 283
WRTC
3133
Wind River Trust Company
Wyoming
$200M -$52.3M -21% 22.1% 52.4% 10
BRM
3134
Boston Research & Management
Massachusetts
$199M -$67.4M -25% 17.4% 47.3% 101
LS
3135
Liquid Strategies
Georgia
$199M +$81.9M +70% 8.14% 38.4% 6
OAM
3136
Occidental Asset Management
California
$199M -$46.6M -19% 11.8% 66.4% 171
WCWM
3137
Willow Creek Wealth Management
California
$199M -$20.4M -9% 1.19% 24.6% 83
TWA
3138
TCI Wealth Advisors
Arizona
$199M -$58M -23% 16.8% 51.5% 1,885
TCMI
3139
Technology Crossover Management IX
California
$199M -$64.2M -24% 22.4% 168% 4
HIM
3140
HawsGoodwin Investment Management
Tennessee
$198M +$7.01M +4% 11.3% – 104
PCM
3141
Punch Card Management
Florida
$198M -$42M -17% 33.8% 59.1% 5
GWMIA
3142
Global Wealth Management Investment Advisory
Florida
$198M -$38.2M -16% 16.8% 58.2% 690
LC
3143
Lincoln Capital
Nebraska
$198M -$43.8M -18% 18.2% 68.5% 83
DBRC
3144
D.B. Root & Company
Pennsylvania
$198M -$28.9M -13% 15% 52% 209
FNBOH
3145
First National Bank of Hutchinson
Kansas
$198M -$53.3M -21% 18.7% 97.7% 109
CCM
3146
Cutler Capital Management
Massachusetts
$198M -$86.4M -30% 16% 10.9% 116
CT
3147
Chicago Trust
Illinois
$198M -$48.1M -20% 17.7% 65.9% 186
RA
3148
RMR Advisors
Massachusetts
$198M -$93.2M -32% 27% 2.17% 116
WCM
3149
Windsor Capital Management
Arizona
$198M -$40.1M -17% 16.1% 37.7% 123
MIM
3150
Martin Investment Management
Florida
$197M -$90.7M -31% 16.7% 57.2% 47
124 125
126
127 128