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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CFG
3226
Cambridge Financial Group
Ohio
$203M +$18M +10% 4.47% 35
BRM
3227
Boston Research & Management
Massachusetts
$203M +$6.95M +4% 2.25% 47.3% 99
CCA
3228
Cruiser Capital Advisors
Connecticut
$203M +$47M +30% 7.24% 64.7% 42
CPA
3229
Cowen Prime Advisors
New York
$203M +$22.7M +13% 12.8% 116% 231
SFS
3230
Shaker Financial Services
Virginia
$203M -$4.15M -2% 1.32% 7.48% 143
PCM
3231
Price Capital Management
Louisiana
$203M +$152M +303% 7.7% 53.8% 187
PCTC
3232
Perkins Coie Trust Company
Washington
$202M +$948K +0.5% 1.87% 60.9% 309
BFA
3233
Benedict Financial Advisors
Georgia
$202M +$3.57M +2% 1.61% 44.7% 105
SI
3234
SCP Investment
California
$202M +$50.8M +34% 7.18% 68.9% 80
FIG
3235
FundX Investment Group
California
$202M +$11.4M +6% 3.51% 94.6% 45
1WA
3236
180 Wealth Advisors
Washington
$202M +$9.24M +5% 2.34% 101% 263
FWC
3237
First Washington Corp
Washington
$202M +$8.94M +5% 4.67% 80.4% 76
QFA
3238
Quattro Financial Advisors
Texas
$202M -$51.4M -20% 1.07% 61.1% 89
HPIA
3239
Hamilton Point Investment Advisors
North Carolina
$202M +$4.71M +2% 2.38% 68.3% 73
TCOO
3240
Trust Company of Oklahoma
Oklahoma
$201M -$5.86M -3% 4.08% 69.6% 132
HIS
3241
Horizon Investment Services
Indiana
$201M -$20.5M -9% 0.92% 145% 115
GWS
3242
Glassman Wealth Services
Virginia
$201M +$39.2M +24% 6.16% 61.5% 1,064
BFO
3243
Biltmore Family Office
North Carolina
$201M -$24M -11% 0.48% 82.8% 158
SFA
3244
Stewardship Financial Advisors
Georgia
$201M +$193K +0.1% 0.92% 39.1% 48
UAM
3245
UAS Asset Management
New York
$201M -$4.03M -2% 4.12% 119% 35
NCM
3246
Newfoundland Capital Management
Brazil
$201M -$11.2M -5% 15.2% 30% 44
FC
3247
Finepoint Capital
Massachusetts
$200M -$131M -39% 14.1% 45.1% 6
NI
3248
Nepsis Inc
Minnesota
$200M +$11.4M +6% 7.79% 113% 43
RCM
3249
RVB Capital Management
New York
$200M +$35.9M +22% 6.35% 11.1% 50
BI
3250
Boulegeris Investments
Georgia
$200M +$17.5M +10% 7.48% 39.1% 58