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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CFMC
3301
Curbstone Financial Management Corp
New Hampshire
$166M +$3.26M +2% 2.32% 48.5% 173
CCM
3302
Crossvault Capital Management
Texas
$166M +$5.31M +3% 2.94% 56.4% 66
SFS
3303
Summit Financial Strategies
Ohio
$166M +$29.2M +21% 2.34% 49.7% 53
FWCM
3304
First Western Capital Management
California
$166M +$376K +0.2% 5.76% 43% 79
WIM
3305
Wilen Investment Management
Florida
$166M -$773K -0.5% 2.53% 80.2% 65
LJAC
3306
L.J. Altfest & Co
New York
$166M -$86.1M -34% 4.25% 48.6% 167
SSI
3307
Scott & Selber Inc
Texas
$166M +$1.52M +0.9% 6.08% 110% 80
SFA
3308
Stewardship Financial Advisors
Georgia
$165M +$5.51M +3% 3.22% 39.1% 45
KFP
3309
Keystone Financial Planning
Ohio
$165M +$4.21M +3% 1.04% 13.4% 47
LCM
3310
Liberty Capital Management
Michigan
$165M -$1.31M -0.8% 5.44% 67.4% 284
IAM
3311
Integre Asset Management
New York
$165M -$6.53M -4% 5.94% 74% 136
WOC
3312
West Oak Capital
California
$165M +$2.43M +1% 2.1% 87.7% 392
SG
3313
StepStone Group
California
$165M +$74.2M +82% 26.7% 180% 10
MWM
3314
Marietta Wealth Management
Georgia
$165M +$14M +9% 2.89% 83.6% 117
CWM
3315
Connecticut Wealth Management
Connecticut
$164M +$18K +0% 2.09% 54.4% 64
CWM
3316
Catamount Wealth Management
Connecticut
$164M +$18.3M +13% 5.68% 70.7% 207
BM
3317
Bislett Management
California
$164M +$4.43M +3% 4.23% 28.9% 26
LCM
3318
Lafitte Capital Management
Texas
$164M -$15.3M -9% 1.23% 55.1% 21
SAM
3319
Sequent Asset Management
Texas
$164M -$13M -7% 1.99% 49% 74
ACM
3320
Aquamarine Capital Management
New York
$164M +$1.58M +1% 3.54% 23% 17
CCM
3321
Coliseum Capital Management
Connecticut
$164M -$58.6M -26% 14% 53.5% 10
BW
3322
Biegel & Waller
Maryland
$164M +$18.8M +13% 5.12% 28.2% 59
SFG
3323
SevenBridge Financial Group
Pennsylvania
$164M +$11.6M +8% 3.13% 61.7% 678
OIM
3324
Oceanic Investment Management
Isle Of Man
$164M -$65.1M -28% 13.9% 46.5% 32
SC
3325
Schulhoff & Co
Ohio
$164M +$1.1M +0.7% 0.44% 30.1% 108