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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SPH
3201
Steel Partners Holdings
New York
$359M -$225M -39% 8.5% 37.9% 7
PHK
3202
Point72 Hong Kong
Hong Kong
$359M +$23.6M +7% 12% 223% 64
GSEP
3203
Golden State Equity Partners
California
$359M +$3.14M +0.9% 3.21% – 415
RIG
3204
Renaissance Investment Group
Massachusetts
$359M -$22.1M -6% 3.07% 91.8% 80
HAM
3205
Harber Asset Management
North Carolina
$359M -$18.1M -5% 4.4% 75.5% 37
CCM
3206
Callodine Capital Management
Massachusetts
$359M +$10.5M +3% 2.3% 39.1% 47
IWP
3207
IAG Wealth Partners
Wisconsin
$359M -$19.7M -5% 3.79% 41.1% 483
SMI
3208
Shelter Mutual Insurance
Missouri
$358M -$53.1M -13% 2.57% 51.7% 67
NIC
3209
Northwest Investment Counselors
Oregon
$358M -$16M -4% 3.9% 32.4% 624
PEGL
3210
P/E Global LLC
Massachusetts
$358M -$9.82M -3% 3.99% 15.1% 1
SIM
3211
Studio Investment Management
Illinois
$358M +$711K +0.2% 3.03% 37.8% 248
GFG
3212
GR Financial Group
Arizona
$358M +$35.9M +11% 4.01% – 14
CWM
3213
CMH Wealth Management
New Hampshire
$358M -$14.1M -4% 3.08% 83.4% 49
SAS
3214
Sage Advisory Services
Texas
$357M +$14.5M +4% 3.41% 25.6% 49
RIS
3215
Retirement Income Solutions
Michigan
$357M -$16.2M -4% 3.66% 57% 144
GWMIA
3216
Global Wealth Management Investment Advisory
Florida
$357M -$7.14M -2% 2.53% 58.2% 508
CC
3217
Cederberg Capital
United Kingdom
$357M +$128M +56% 26.4% 72.1% 6
MIP
3218
Marietta Investment Partners
Wisconsin
$357M -$28.9M -7% 3.27% 129% 169
SPIO
3219
Seven Post Investment Office
California
$357M +$33.6M +10% 1.23% 50.6% 54
PCWA
3220
Pacific Capital Wealth Advisors
California
$357M -$37.7M -10% 4.19% 40.2% 70
AAM
3221
AR Asset Management
California
$357M -$16.1M -4% 3.32% 56.1% 112
SNB
3222
Security National Bank
Nebraska
$356M -$36.3M -9% 3.23% 112% 107
HA
3223
Harfst & Associates
Wyoming
$356M -$19.4M -5% 3.27% 80.6% 93
NQWM
3224
Northwest Quadrant Wealth Management
Oregon
$356M -$5.59M -2% 3.18% 34.1% 61
TFF
3225
The Family Firm
Maryland
$356M -$22.2M -6% 3.24% 40.2% 184
127 128
129
130 131