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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PAG
3201
Private Advisory Group
Washington
$349M +$48.3M +16% 6.37% 139% 158
FC
3202
Fulcrum Capital
Washington
$349M +$14.4M +4% 3.51% 94% 95
HFA
3203
High Falls Advisors
New York
$348M +$3.71M +1% 3.66% 43.7% 122
IIC
3204
Ironwood Investment Counsel
Arizona
$348M -$92M -21% 7.04% 58.5% 224
SIMM
3205
Stillwater Investment Management (Minnesota)
Minnesota
$348M +$24.3M +8% 7.63% 72.3% 81
WFPG
3206
Waller Financial Planning Group
Ohio
$348M +$27.4M +9% 5.94% 30.4% 48
ECM
3207
EagleClaw Capital Management
Massachusetts
$348M +$33.5M +11% 13.9% 108% 130
JAM
3208
JW Asset Management
Florida
$348M +$103M +42% 40.6% 92.6% 11
BCB
3209
Brian C. Broderick
$347M +$10.6M +3% 3.51% 70.7% 81
MC
3210
Matisse Capital
Oregon
$347M +$24.8M +8% 9.02% 44.4% 178
TFF
3211
The Family Firm
Maryland
$346M +$11M +3% 5.26% 40.2% 173
TCM
3212
Tao Capital Management
California
$346M -$60.4M -15% 14.1% 522% 8
BFA
3213
Benedict Financial Advisors
Georgia
$346M +$68.5M +25% 5.38% 44.7% 130
BWP
3214
BSW Wealth Partners
Colorado
$346M +$20.8M +6% 6.11% 59% 231
HPIA
3215
Hamilton Point Investment Advisors
North Carolina
$346M +$28.7M +9% 8.54% 68.3% 75
OGC
3216
Oak Grove Capital
New Hampshire
$346M +$52M +18% 0.43% 117% 87
WC
3217
Westwind Capital
New Mexico
$346M +$2.47M +0.7% 3.56% 93.8% 42
KMC
3218
Kirr Marbach & Co
Indiana
$346M +$26.4M +8% 12.1% 117% 63
FCA
3219
FinTrust Capital Advisors
South Carolina
$345M +$32.8M +11% 7.01% 23.5% 1,210
WCMN
3220
Westchester Capital Management (Nebraska)
Nebraska
$345M +$28.5M +9% 8.61% 65.1% 60
22CM
3221
20/20 Capital Management
California
$345M +$3.23M +0.9% 3.87% 165
CGC
3222
Continental Grain Company
New York
$345M +$1.35M +0.4% 17.9% 3.89% 11
SA
3223
Strategic Advisors
New York
$345M -$1.32M -0.4% 5.01% 87.6% 179
PP
3224
PDS Planning
Ohio
$344M +$53.2M +18% 5.4% 45.6% 181
BIC
3225
B&I Capital
Switzerland
$344M +$7.69M +2% 2.78% 4.26% 30