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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LD
3226
Lipe & Dalton
New York
$145M -$4.54M -3% 2.09% 59.7% 75
WGCA
3227
Wolf Group Capital Advisors
Virginia
$145M +$6.94M +5% 2.72% 28.2% 96
TCM
3228
Tuttle Capital Management
Connecticut
$145M -$13.5M -8% 0.93% 46.4% 30
PA
3229
Parkside Advisors
California
$145M +$6.43M +5% 1.62% 36.7% 34
RGC
3230
Roberts, Glore & Co
Illinois
$145M -$5.09M -3% 0.54% 56.2% 141
OC
3231
Oarsman Capital
Wisconsin
$145M +$6.05M +4% 1.07% 60.6% 175
CIA
3232
Covington Investment Advisors
Pennsylvania
$145M -$37.9M -21% 0.85% 72.5% 89
FCCM
3233
First City Capital Management
Georgia
$145M -$347K -0.2% 1.28% 59.1% 652
NME
3234
Notis-McConarty Edward
$144M -$1.7M -1% 0.35% 73% 115
TSWM
3235
Triangle Securities Wealth Management
North Carolina
$144M +$3.91M +3% 0.51% 63.7% 142
HP
3236
HealthInvest Partners
Sweden
$144M +$23.4M +19% 11.2% 16
BCM
3237
Blume Capital Management
California
$144M +$2.34M +2% 0.48% 63.8% 342
MIC
3238
Meridian Investment Counsel
California
$144M +$6M +4% 0.08% 72.3% 156
CBCM
3239
Charter Bridge Capital Management
New York
$144M -$34.1M -19% 3.44% 35
NV
3240
Nair Vinay
$144M +$61.7M +75% 4.03% 503
TWS
3241
Thomas W. Smith
$144M +$7.02M +5% 13.6% 3.57% 14
SAM
3242
Summit Asset Management
Tennessee
$144M +$5.26M +4% 1.28% 44.9% 93
CPA
3243
Capital Planning Advisors
California
$143M +$28.4M +25% 2.4% 61.5% 104
PMFA
3244
Plante Moran Financial Advisors
Michigan
$143M +$7.51M +6% 0.93% 55.9% 864
FDS
3245
First Dallas Securities
Texas
$143M -$10.3M -7% 2.7% 132% 116
QCI
3246
Quaker Capital Investments
Pennsylvania
$143M +$17.5M +14% 5.39% 97.4% 35
HCA
3247
Harbour Capital Advisors
Virginia
$143M +$3.77M +3% 3.34% 110% 224
WCWM
3248
Wooster Corthell Wealth Management
Connecticut
$143M +$10.1M +8% 3.95% 39.1% 23
RCA
3249
Restructuring Capital Associates
Connecticut
$143M -$33.8M -19% 1.83% 66.1% 17
LWM
3250
Lenox Wealth Management
Ohio
$143M -$10.4M -7% 3.55% 24.7% 162