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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ADBIC
3176
A.D. Beadell Investment Counsel
Wisconsin
$122M +$3.81M +3% 2.8% 49.4% 94
Financial Engines Advisors
3177
Financial Engines Advisors
California
$122M +$2.01M +2% 4.11% 32.7% 54
TCM
3178
Tradewinds Capital Management
Washington
$122M -$409K -0.3% 4.29% 43.4% 675
LWM
3179
LBA Wealth Management
Florida
$122M +$613K +0.5% 1.74% 19.2% 279
PWS
3180
Peloton Wealth Strategists
Indiana
$122M -$1.85M -1% 1.09% 43% 86
QSS
3181
Quantitative Systematic Strategies
Florida
$122M -$1.79M -1% 4.04% 133% 398
SM
3182
Selkirk Management
New Jersey
$122M -$10.7M -8% 5.14% 343% 20
CCM
3183
CWH Capital Management
Washington
$121M +$4.81M +4% 2.68% 29.9% 49
GWM
3184
Graybill Wealth Management
Illinois
$121M +$7.03M +6% 3.61% 50
BCM
3185
Boyle Capital Management
Iowa
$121M +$2.56M +2% 5.73% 19.6% 25
WA
3186
Winfield Associates
Ohio
$121M -$663K -0.5% 0.68% 77.6% 325
NFG
3187
NewFocus Financial Group
Washington
$121M +$2.37M +2% 1.52% 55.4% 40
KCPG
3188
Kavar Capital Partners Group
Kansas
$121M +$9.2M +8% 1.31% 59% 617
KCM
3189
KeyPoint Capital Management
Texas
$121M -$15.8M -12% 5.49% 35
ACM
3190
Altalis Capital Management
New York
$121M -$4.77M -4% 1.71% 3.53% 23
PVMCV
3191
Polaris Venture Management Co V
Massachusetts
$120M 26.6% 279% 6
OIM
3192
Orca Investment Management
Oregon
$120M -$2.65M -2% 8.45% 71.1% 92
HI
3193
Hudock Inc
Pennsylvania
$120M +$2.34M +2% 1.42% 45% 627
SFA
3194
Sequoia Financial Advisors
Ohio
$120M -$756K -0.6% 2.53% 64% 169
LC
3195
Lubar & Co
Wisconsin
$120M -$8.74M -7% 0.31% 0.14% 39
ACS
3196
Archford Capital Strategies
Illinois
$120M 1.03% 57.7% 880
OC
3197
Oppenheimer & Close
New York
$120M +$3.99M +3% 3.77% 97.6% 53
AWM
3198
Avior Wealth Management
Nebraska
$120M +$14.3M +14% 2.46% 55.4% 361
RBLCM
3199
Roaring Blue Lion Capital Management
Texas
$120M -$43.9M -27% 0.18% 69
WCBA
3200
Weaver C. Barksdale & Associates
Tennessee
$120M +$449K +0.4% 5.26% 35% 586