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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WKWM
3176
Walter & Keenan Wealth Management
Indiana
$227M -$84K -0% 3.56% 70.2% 162
APSP
3177
Asset Planning Services (Pennsylvania)
Pennsylvania
$227M +$11.4M +5% 2.5% 62.1% 284
WIA
3178
World Investment Advisors
California
$227M +$7.04M +3% 2.62% 54.9% 160
PC
3179
Permit Capital
Pennsylvania
$226M +$11.8M +5% 7.5% 41.7% 27
CVSCT
3180
C.V. Starr & Co Trust
New York
$226M -$1.9M -0.8% 0.43% 51.7% 28
DBRC
3181
D.B. Root & Company
Pennsylvania
$226M -$8.45M -4% 3.44% 52% 213
FSA
3182
Financial Sense Advisors
California
$226M -$626K -0.3% 2.71% 95.2% 75
RMAM
3183
Raab & Moskowitz Asset Management
New Jersey
$226M +$6.63M +3% 3.39% 62.6% 172
HCM
3184
Howard Capital Management
Georgia
$225M +$25.6M +13% 3.27% 75.1% 48
VP
3185
venBio Partners
California
$225M +$102M +83% 18.1% 221% 6
FA
3186
FMA Advisory
Pennsylvania
$225M +$6.32M +3% 4.82% 46.7% 149
LCP
3187
Legacy Capital Partners
Wisconsin
$225M +$10.8M +5% 3.64% 85.6% 148
LCM
3188
Lionstone Capital Management
New York
$225M +$6.41M +3% 4.77% 105% 21
EAM
3189
Exane Asset Management
France
$225M +$19.6M +10% 5.81% 70.5% 65
YWP
3190
YorkBridge Wealth Partners
New York
$225M +$8.15M +4% 4.78% 36.5% 792
MM
3191
Meridian Management
Arkansas
$225M +$22.9M +11% 2.4% 49.4% 76
TL
3192
TrueWealth LLC
Georgia
$225M +$8.86M +4% 5.02% 791
ISB
3193
Iowa State Bank
Iowa
$225M +$6.86M +3% 2.72% 59.6% 108
UAM
3194
UAS Asset Management
New York
$225M +$3.29M +1% 7.86% 119% 33
NWP
3195
Northstar Wealth Partners
Connecticut
$225M +$6.27M +3% 2.7% 36.3% 186
BBL
3196
Beck Bode LLC
Massachusetts
$225M +$17.3M +8% 4.17% 125% 77
TPA
3197
Trivium Point Advisory
Connecticut
$224M +$10.2M +5% 4.87% 91.4% 173
KIC
3198
Keating Investment Counselors
Florida
$224M +$3.11M +1% 2.53% 23.8% 66
KC
3199
Kellner Capital
New York
$224M +$76.8M +52% 8.83% 390% 47
FMTC
3200
Farmers & Merchants Trust Company
California
$224M +$4.41M +2% 3.08% 62.8% 143