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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CBOR
3251
Community Bank of Raymore
Missouri
$187M -$109M -37% 31.9% 51.3% 56
BLAM
3252
Bourne Lent Asset Management
New York
$186M -$26M -12% 11.3% 79.2% 61
WAM
3253
Wakefield Asset Management
Colorado
$186M -$54M -22% 18.4% 106% 219
MCCP
3254
Mission Creek Capital Partners
California
$186M -$32.3M -15% 13.9% 118% 197
ICM
3255
Indaba Capital Management
California
$186M -$61.4M -25% 43.8% 23.4% 28
SAM
3256
Summit Asset Management
Tennessee
$185M -$49M -21% 20.4% 44.9% 127
WA
3257
Wealth Alliance
New York
$185M +$44.8M +32% 16.4% 68.4% 250
BDWM
3258
Brewin Dolphin Wealth Management
Ireland
$185M -$31.1M -14% 14.3% 47.7% 215
ETC
3259
Exchange Traded Concepts
Oklahoma
$185M -$294M -61% 19% 83.7% 595
CWC
3260
Carolinas Wealth Consulting
North Carolina
$185M +$88.8M +93% 20.7% 24.6% 178
WCA
3261
Westover Capital Advisors
Delaware
$185M -$38.8M -17% 10.9% 106% 153
FMTC
3262
Farmers & Merchants Trust Company
California
$185M -$54.5M -23% 13.1% 62.8% 146
LFG
3263
LifePlan Financial Group
Ohio
$185M -$40.1M -18% 15.3% 20.2% 594
FCFS
3264
First Command Financial Services
Texas
$184M -$27M -13% 14.4% 34.4% 400
FCB
3265
First Command Bank
Texas
$184M -$27.1M -13% 14.4% 34.1% 401
SFS
3266
Summit Financial Strategies
Ohio
$184M -$20M -10% 22.7% 49.7% 70
FVP
3267
Firefly Value Partners
Pennsylvania
$184M -$222M -55% 12.1% 12% 20
BWM
3268
Buckley Wealth Management
Nevada
$184M -$36.1M -16% 16.4% 67.6% 143
KS
3269
Karpas Strategies
Connecticut
$184M -$81.5M -31% 24.8% 16.1% 127
APC
3270
Aspire Private Capital
North Carolina
$184M -$46.8M -20% 12.6% 39.4% 573
PA
3271
Parkside Advisors
California
$184M -$39.5M -18% 12.8% 36.7% 74
BSWM
3272
Boston Standard Wealth Management
Massachusetts
$184M -$39.9M -18% 14.2% 33% 32
OAJ
3273
Ogorek Anthony Joseph
New York
$184M -$21.2M -10% 12.5% 48.5% 235
FA
3274
FMA Advisory
Pennsylvania
$184M -$65M -26% 20.7% 46.7% 159
WC
3275
Winmill & Co
New York
$184M -$109M -37% 27.3% 82.8% 121