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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IIM
3201
Ipswich Investment Management
Massachusetts
$314M -$33.4M -10% 5.86% 70.4% 179
LDFR
3202
Lehman & Derafelo Financial Resources
Pennsylvania
$314M -$8.95M -3% 2.69% 35% 204
KAM
3203
Krensavage Asset Management
New York
$314M +$11.6M +4% 3.72% 56.4% 15
SFP
3204
Sweet Financial Partners
Minnesota
$314M -$5.07M -2% 4.51% 22.3% 179
GC
3205
GGV Capital
California
$314M -$105M -25% 0.13% 51.1% 13
CT
3206
Colonial Trust
South Carolina
$314M – – 4.35% 64.5% 264
HCM
3207
HGI Capital Management
New York
$314M +$74M +31% 8.87% 26.8% 47
VCM
3208
Vector Capital Management
California
$313M +$50.5M +19% 12.9% 55.4% 6
CWP
3209
CFM Wealth Partners
Texas
$313M -$20.1M -6% 3.33% 132% 168
PFBT
3210
Parkside Financial Bank & Trust
Missouri
$313M -$14.3M -4% 4.25% 66.8% 2,012
JSA
3211
Jacobson & Schmitt Advisors
Wisconsin
$313M -$8M -2% 0.3% 83.7% 56
SONJCPFE
3212
State of New Jersey Common Pension Fund E
New Jersey
$313M -$84.8M -21% 14.7% 15.2% 2
TFF
3213
The Family Firm
Maryland
$313M -$26.6M -8% 5.74% 40.2% 182
RWM
3214
Rockwood Wealth Management
Pennsylvania
$313M +$99.5M +47% 5.63% 38.3% 80
BFA
3215
Benedict Financial Advisors
Georgia
$313M -$25.7M -8% 6.24% 44.7% 118
TS
3216
Tamar Securities
California
$313M +$7.97M +3% 4.45% 77.5% 55
RC
3217
Reik & Co
New York
$312M -$42.2M -12% 10.3% 46.1% 51
AEPLI
3218
AH Equity Partners LSV I
California
$312M +$62.9M +25% 26.4% – 3
SV
3219
Sapphire Ventures
Texas
$312M -$102M -25% 6.11% 48.1% 11
RP
3220
Rice Partnership
Hawaii
$312M +$26.6M +9% 4.72% 94.1% 127
FL
3221
Fourthstone LLC
Missouri
$311M +$60.5M +24% 3.82% 17.7% 63
HWM
3222
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 5.12% 81.8% 203
KAS
3223
Kemnay Advisory Services
New York
$311M -$100M -24% 4.12% 218% 38
HWMA
3224
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 2.77% – 1,131
CBFP
3225
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 5.48% 47% 372
127 128
129
130 131