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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWS
3276
Cypress Wealth Services
California
$341M +$30.3M +10% 7.46% 55.5% 260
KAH
3277
Kathryn A. Hall
$341M +$98M +40% 5.92% 63.7% 59
OAM
3278
Origin Asset Management
United Kingdom
$341M -$670K -0.2% 7.76% 59.3% 34
CRG
3279
Cornerstone Retirement Group
Nevada
$341M +$7.27M +2% 4.41% 21
TFA
3280
Tobias Financial Advisors
Florida
$341M +$36.5M +12% 5.2% 32.1% 90
WIM
3281
Westside Investment Management
California
$341M +$300M +739% 9.12% 83.4% 861
CA
3282
Claro Advisors
Massachusetts
$341M +$34.9M +11% 7.63% 76.1% 378
BFIC
3283
Bedell Frazier Investment Counselling
California
$340M -$41.8M -11% 5.64% 57.3% 102
KFP
3284
KB Financial Partners
New Jersey
$340M +$47.4M +16% 6.16% 613
NAMP
3285
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$340M +$23.2M +7% 9.4% 63.6% 149
LPAM
3286
Legion Partners Asset Management
California
$340M +$45M +15% 16.4% 70.9% 14
MLIC
3287
Mandatum Life Insurance Company
Finland
$340M +$10.4M +3% 8.81% 75.3% 72
MA
3288
MONECO Advisors
Connecticut
$340M +$63.3M +23% 6.02% 56.6% 331
PTB
3289
Pioneer Trust Bank
Oregon
$340M +$9.94M +3% 4.93% 63.2% 78
MMG
3290
Monetary Management Group
Missouri
$340M +$19.6M +6% 9.56% 100% 351
RC
3291
Reik & Co
New York
$340M -$7.52M -2% 3.44% 46.1% 52
KMWM
3292
Keudell/Morrison Wealth Management
Oregon
$340M +$27.9M +9% 4.11% 42.6% 197
ISWM
3293
Independent Solutions Wealth Management
New York
$339M +$11M +3% 7.02% 89.7% 228
ECM
3294
Engine Capital Management
New York
$339M -$3.31M -1% 10.3% 71.7% 46
CCM
3295
Callodine Capital Management
Massachusetts
$339M +$7.72M +2% 3.49% 39.1% 49
HP
3296
HT Partners
Connecticut
$339M +$34.3M +11% 5.91% 46.6% 53
GF
3297
Gries Financial
Ohio
$338M +$37.1M +12% 4.4% 52.1% 174
MSS
3298
Mitchell Sinkler & Starr
Pennsylvania
$338M +$27.6M +9% 4.07% 63% 160
KA
3299
Kerrisdale Advisers
Florida
$338M +$528K +0.2% 3.59% 41.3% 112
TNA
3300
True North Advisors
Texas
$338M +$44.4M +15% 5.47% 95.4% 209