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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MSA
3301
Marino Stram & Associates
Massachusetts
$450M -$1.5M -0.3% 0.5% 52.1% 175
WCA
3302
Westover Capital Advisors
Delaware
$450M -$4.16M -0.9% 1.25% 106% 257
PFMOSF
3303
Philadelphia Financial Management of San Francisco
California
$450M -$47.3M -10% 2.69% 113% 64
CT
3304
Clearstead Trust
Maine
$449M -$13.4M -3% 4.51% 87.1% 881
LCM
3305
Liberty Capital Management
Michigan
$449M -$1.54M -0.3% 0.79% 67.4% 163
OM
3306
Opaleye Management
Massachusetts
$449M -$122M -21% 9.45% 608% 54
LWP
3307
LMG Wealth Partners
Louisiana
$449M -$9.97M -2% 1.49% – 138
RA
3308
Riversedge Advisors
Delaware
$448M +$6.09M +1% 0.96% 43.8% 121
DA
3309
Dash Acquisitions
California
$448M -$21.5M -5% 0.68% 95.6% 66
RBCM
3310
Raub Brock Capital Management
California
$448M -$22.8M -5% 0.08% 62.2% 44
TFF
3311
The Family Firm
Maryland
$448M -$1.9M -0.4% 0.1% 40.2% 220
PIM
3312
Paradice Investment Management
Colorado
$448M -$56.4M -11% 9.3% 44.7% 26
ECM
3313
Elgethun Capital Management
South Dakota
$448M +$35.6M +9% 3.85% 60% 163
TAM
3314
TCP Asset Management
Ohio
$447M -$6.04M -1% 2.43% – 96
SC
3315
Steginsky Capital
New York
$447M -$19.8M -4% 0.38% 92.7% 7
GWAG
3316
Garrett Wealth Advisory Group
Texas
$447M +$7.57M +2% 2.18% 49.6% 113
PS
3317
Presima Securities
Quebec, Canada
$447M +$40.6M +10% 1.49% 0.54% 52
SAM
3318
Satovsky Asset Management
New York
$447M +$9.93M +2% 0.73% 46% 57
ISWM
3319
Independent Solutions Wealth Management
New York
$447M -$10.6M -2% 1.65% 89.7% 186
MWM
3320
MinichMacGregor Wealth Management
New York
$446M -$35.2M -7% 0.87% 83.1% 143
CMA
3321
Cedar Mountain Advisors
Oregon
$446M -$8.66M -2% 2.34% 48% 390
PPW
3322
Presilium Private Wealth
Pennsylvania
$446M +$11.5M +3% 0.11% – 77
FCA
3323
FLC Capital Advisors
California
$446M +$11.2M +3% 0.45% 43.6% 188
GWP
3324
Gateway Wealth Partners
Wisconsin
$445M +$59M +15% 1.64% – 330
BCM
3325
Blume Capital Management
California
$445M -$465K -0.1% 0.97% 63.8% 460
131 132
133
134 135