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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SHIM
3301
Stone House Investment Management
Pennsylvania
$247M +$48.2M +24% 6.77% 38.9% 39
DOA
3302
D'Orazio & Associates
Virginia
$247M +$17.5M +8% 8.94% 54.9% 367
BFC
3303
Blue Fin Capital
Rhode Island
$247M +$21.3M +9% 11.4% – 120
LCP
3304
Legacy Capital Partners
Wisconsin
$247M +$14.2M +6% 9.34% 85.6% 155
CIC
3305
Canal Insurance Company
South Carolina
$247M -$5.07M -2% 1.69% 51.2% 59
PCM
3306
Punch Card Management
Florida
$247M +$20.3M +9% 12.9% 59.1% 3
CMA
3307
Cedar Mountain Advisors
Oregon
$247M +$16.2M +7% 7.42% 48% 287
II
3308
INCA Investments
Florida
$247M -$7.24M -3% 2.27% 170% 11
TWA
3309
TCI Wealth Advisors
Arizona
$247M +$17.8M +8% 10.8% 51.5% 1,717
PPP
3310
Private Portfolio Partners
New Jersey
$247M +$30.2M +14% 7.69% 16.9% 214
PLFAM
3311
Pineno Levin & Ford Asset Management
Virginia
$247M +$17.6M +8% 7.58% 81.6% 104
CGC
3312
Continental Grain Company
New York
$246M +$23.1M +10% 9.26% 3.89% 9
CH
3313
CVI Holdings
Delaware
$246M +$25.5M +12% 20.6% 23.8% 133
WPC
3314
White Pine Capital
Minnesota
$246M +$9.86M +4% 7.05% 72.3% 219
SGCA
3315
Steel Grove Capital Advisors
Tennessee
$246M +$22.7M +10% 8.78% 76.8% 119
PP
3316
PDS Planning
Ohio
$246M +$24.9M +11% 9.29% 45.6% 145
SFS
3317
Summit Financial Strategies
Ohio
$245M +$20.5M +9% 7.75% 49.7% 75
GPCM
3318
Granite Point Capital Management
Massachusetts
$245M +$4.99M +2% 2.66% 21.5% 175
AC
3319
Antara Capital
New York
$245M -$3.68M -1% 2.48% 17.6% 69
HJIM
3320
Henry James International Management
New York
$245M +$5.99M +3% 6.25% 85.1% 128
OBWP
3321
O'Brien Wealth Partners
Massachusetts
$245M +$4.64M +2% 8.11% 41.6% 38
T
3322
TRUADVICE
Florida
$245M – – 6.32% 21.5% 201
FMTC
3323
Farmers & Merchants Trust Company
California
$245M +$23M +10% 7.41% 62.8% 148
SFPM
3324
Sensible Financial Planning & Management
Massachusetts
$244M +$11.5M +5% 3.24% 14.1% 38
TCMG
3325
TSP Capital Management Group
New Jersey
$244M +$10.3M +4% 10.5% 109% 58
131 132
133
134 135