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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWP
3226
Concord Wealth Partners
Virginia
$386M -$22.2M -5% 4.47% 47.3% 1,436
GMA
3227
Goldstein Munger & Associates
California
$386M -$11M -3% 4.78% 11.9% 37
CBFP
3228
Cedar Brook Financial Partners
Ohio
$385M -$4.78M -1% 4.33% 47% 401
IPGDR
3229
Investidor Profissional Gestao de Recursos
Brazil
$385M -$21.2M -5% 5.27% 33.5% 21
JM
3230
Jeneq Management
New York
$385M -$112M -23% 21.9% 22.3% 91
JSA
3231
Jacobson & Schmitt Advisors
Wisconsin
$385M -$28.2M -7% 7.32% 83.7% 67
BWM
3232
BT Wealth Management
Georgia
$384M +$14.3M +4% 4.76% 34.8% 75
IHAM
3233
Integral Health Asset Management
New York
$384M +$25.4M +7% 6.53% 328% 89
FMTC
3234
Farmers & Merchants Trust Company
California
$384M -$26.2M -6% 0.79% 62.8% 188
VCM
3235
Vivaldi Capital Management
Illinois
$384M -$47.5M -11% 3.84% 52.2% 234
DCM
3236
DAFNA Capital Management
California
$384M -$13.9M -3% 19.2% 117% 98
LS
3237
Leelyn Smith
Illinois
$384M +$9.79M +3% 2.5% 56.2% 416
GEA
3238
Glen Eagle Advisors
New Jersey
$383M -$1.5M -0.4% 3.87% 62.2% 986
AGA
3239
Arkos Global Advisors
Texas
$383M +$54.4M +17% 4.23% 31.4% 105
CI
3240
Cavalier Investments
Georgia
$383M -$2.58M -0.7% 4.62% 131% 104
BIC
3241
B&I Capital
Switzerland
$382M -$37.8M -9% 7.73% 4.26% 37
PWS
3242
Paragon Wealth Strategies
Florida
$382M -$31.8M -8% 3.83% 59.8% 59
TFF
3243
The Family Firm
Maryland
$382M -$4.99M -1% 2.61% 40.2% 185
TC
3244
TAP Consulting
Missouri
$382M -$56.6M -13% 5.71% 3.06% 590
SMI
3245
Shelter Mutual Insurance
Missouri
$381M -$4.35M -1% 0.31% 51.7% 54
C
3246
Cliffwater
California
$381M -$3.63M -0.9% 3.36% 29.7% 25
WA
3247
Win Advisors
Florida
$381M -$55.8M -13% 6.12% 77.8% 238
GCA
3248
Greenwood Capital Associates
South Carolina
$381M -$326M -46% 0.43% 60.4% 240
VAS
3249
Valicenti Advisory Services
New York
$380M -$21.8M -5% 3.09% 74.2% 87
PAM
3250
Paradigm Asset Management
New York
$380M -$20M -5% 0.04% 47.2% 394
128 129
130
131 132