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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IRM
3301
Income Research & Management
Massachusetts
$206M -$45.1M -18% 0% 0.84% 21
AIC
3302
Aurora Investment Counsel
Georgia
$206M -$3.42M -2% 0.44% 52% 141
PCM
3303
Princeton Capital Management
New Jersey
$206M +$820K +0.4% 2.41% 147% 270
EBT
3304
Enterprise Bank & Trust
Massachusetts
$206M +$11.6M +6% 1.53% 65.9% 94
OPTFSNA
3305
Old Point Trust & Financial Services N A
Virginia
$206M +$9.21M +5% 3.22% 53.6% 70
EGI
3306
EAM Global Investors
California
$205M -$29.7M -13% 13.7% 1,983% 168
SM
3307
SG3 Management
Puerto Rico
$205M +$137M +203% 1.3% 60.3% 349
EWF
3308
Epstein & White Financial
California
$205M +$17.4M +9% 1.43% 51% 84
MC
3309
Muhlenkamp & Co
Pennsylvania
$205M -$553K -0.3% 2.26% – 36
ACM
3310
Ativo Capital Management
Illinois
$205M -$16.7M -8% 0.23% 54.8% 117
FSWA
3311
Financial Synergies Wealth Advisors
Texas
$205M +$5.82M +3% 1.15% 48.6% 30
BWM
3312
Biltmore Wealth Management
Arizona
$205M +$5.11M +3% 0.85% 44.5% 51
PWA
3313
Physician Wealth Advisors
Utah
$205M – – 0.51% 57.4% 107
5L
3314
55I LLC
Massachusetts
$205M +$27M +15% 0.47% 10.2% 135
DI
3315
Diligent Investors
California
$205M +$3.52M +2% 1.92% 56.3% 226
FSA
3316
Financial Sense Advisors
California
$205M -$20.9M -9% 2.21% 95.2% 86
WA
3317
Winfield Associates
Ohio
$205M +$11.6M +6% 1.6% 77.6% 152
SCM
3318
Stanley Capital Management
Texas
$205M -$3.2M -2% 0.32% 108% 35
TSWM
3319
Triangle Securities Wealth Management
North Carolina
$205M +$7.68M +4% 2.03% 63.7% 159
PCFFS
3320
Pacific Center for Financial Services
California
$204M +$9.2M +5% 1.53% – 353
BWM
3321
Buckley Wealth Management
Nevada
$204M -$9.37M -4% 2.09% 67.6% 154
CWM
3322
Confluence Wealth Management
Oregon
$204M -$685K -0.3% 1.52% 31.9% 116
RP
3323
RBS Partners
Florida
$204M -$29.2M -13% 13.5% 210% 4
SC
3324
Schulhoff & Co
Ohio
$204M +$10.1M +5% 5.22% 30.1% 112
HC
3325
Hamilton Capital
Ohio
$204M -$85.9M -30% 2.96% 34% 55
131 132
133
134 135