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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VWA
3301
V Wealth Advisors
Kansas
$163M +$26.3M +19% 7.12% 36.6% 207
JWS
3302
Juncture Wealth Strategies
Arizona
$163M +$18.2M +13% 4.09% 50.3% 87
SC
3303
Schulhoff & Co
Ohio
$163M -$169K -0.1% 2.29% 30.1% 109
WOC
3304
West Oak Capital
California
$162M +$13.2M +9% 6.03% 87.7% 403
HCA
3305
Heck Capital Advisors
Wisconsin
$162M +$24.9M +18% 4.38% 38.8% 78
LBC
3306
Lawrence B. Cohen
$162M -$2.33M -1% 5.49% 41.8% 79
ACH
3307
Axis Capital Holdings
Bermuda
$162M -$20.1M -11% 5.4% 62.2% 2
ACM
3308
Aquamarine Capital Management
New York
$162M +$13.1M +9% 9.44% 23% 16
IWA
3309
IBEX Wealth Advisors
New Jersey
$162M -$46.7M -22% 5.5% – 465
CFA
3310
CT Financial Advisors
Pennsylvania
$162M +$4.4M +3% 3.12% – 667
NFG
3311
NewFocus Financial Group
Washington
$162M +$13.7M +9% 6.28% 55.4% 65
KCM
3312
Keywise Capital Management
Cayman Islands
$162M +$47.6M +42% 20% 216% 22
BFC
3313
Blue Fin Capital
Rhode Island
$162M +$11.8M +8% 6.77% – 135
SCGM
3314
Starwood Capital Group Management
Florida
$162M -$192M -54% 13.6% 26.6% 5
PFA
3315
Pinnacle Family Advisors
Missouri
$162M -$1.74M -1% 2.74% 83.6% 75
LGWM
3316
Litman Gregory Wealth Management
California
$161M +$12.7M +9% 7.8% 41.2% 48
WAS
3317
WESPAC Advisors SoCal
California
$161M +$6.8M +4% 4.76% 99.8% 270
BAM
3318
Brave Asset Management
New Jersey
$161M +$4.81M +3% 4.91% 50.1% 187
HCM
3319
Horrell Capital Management
Arkansas
$161M +$173K +0.1% 0.11% 50.8% 174
CCM
3320
Crossvault Capital Management
Texas
$161M +$12.7M +9% 6.09% 56.4% 69
KFP
3321
Keystone Financial Planning
Ohio
$161M +$7.88M +5% 5.03% 13.4% 47
SAM
3322
Shamrock Asset Management
Texas
$161M -$3.11M -2% 4.77% 31% 312
AAM
3323
American Asset Management
Florida
$161M +$70.3M +78% 5.47% 35.6% 93
GC
3324
Greencape Capital
Australia
$161M +$30.2M +23% 23.4% 484% 4
SCM
3325
Stanley Capital Management
Texas
$161M +$14.6M +10% 6.84% 108% 36
131 132
133
134 135