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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWA
3151
Evolution Wealth Advisors
Florida
$231M +$13.9M +6% 3.11% 65.1% 497
IP
3152
Intellectus Partners
California
$231M -$1.37M -0.6% 4.12% 116% 437
CVM
3153
Cheviot Value Management
California
$231M +$25.2M +12% 5.95% 60.9% 66
FPIS
3154
Financial Planning & Information Services
Wisconsin
$231M +$6.35M +3% 2.39% 13% 48
T
3155
Tinicum
New York
$231M -$19.5M -8% 5.84% 21.1% 4
MM
3156
Midas Management
New York
$231M -$3.56M -2% 4.9% 43.3% 122
AC
3157
Albar Capital
United Kingdom
$230M -$57.1M -20% 8.74% 162% 43
ACP
3158
Aveo Capital Partners
Colorado
$230M +$13.7M +6% 2.44% 19.1% 202
HFA
3159
Huber Financial Advisors
Illinois
$230M +$25.1M +12% 2.64% 128
BO
3160
Bank OZK
Arkansas
$230M +$390K +0.2% 3.11% 76.2% 132
SS
3161
Sunbelt Securities
Texas
$230M +$29.9M +15% 2.97% 73.8% 269
ECM
3162
EagleClaw Capital Management
Massachusetts
$230M +$10.7M +5% 3.65% 108% 126
CCM
3163
Callodine Capital Management
Massachusetts
$230M +$26M +13% 0.85% 39.1% 39
AMG
3164
Advisors Management Group
Wisconsin
$229M +$5.58M +2% 1.1% 48.1% 91
RHFI
3165
Reilly Herbert Faulkner III
$229M +$10.6M +5% 4.34% 80.7% 48
GMA
3166
Goldstein Munger & Associates
California
$229M -$32K -0% 3.31% 11.9% 35
STA
3167
Summit Trail Advisors
New York
$229M -$2.42M -1% 2.42% 52.9% 91
MIM
3168
Montgomery Investment Management
Maryland
$229M +$4.41M +2% 4.77% 77.7% 90
BWA
3169
Burt Wealth Advisors
Maryland
$228M +$6.55M +3% 2.54% 41.3% 382
HA
3170
Hamel Associates
New Jersey
$228M +$5.19M +2% 3.13% 32.4% 86
WWM
3171
Windsor Wealth Management
Indiana
$228M +$49.7M +28% 2.71% 37.3% 177
AA
3172
AlphaMark Advisors
Kentucky
$228M -$8.61M -4% 2.07% 26.4% 554
TP
3173
Toronado Partners
California
$228M +$44.7M +24% 18.5% 75.5% 12
SACTSONJ
3174
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228M +$2.58M +1% 3.12% 110% 237
PBT
3175
Pictet Bank & Trust
Bahamas
$227M -$633K -0.3% 4.27% 60.5% 66