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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
3326
Mascoma Wealth Management
New Hampshire
$315M +$26.3M +9% 5.84% 33.2% 661
CPM
3327
Crescent Park Management
California
$315M -$104M -25% 8.32% 123% 34
RIS
3328
Retirement Income Solutions
Michigan
$315M +$36.2M +13% 7.6% 57% 128
KM
3329
Kora Management
New York
$315M -$19.7M -6% 2.37% 384% 4
SRC
3330
Sage Rhino Capital
California
$315M +$65.7M +26% 7.58% 65.7% 218
SRFM
3331
Shannon River Fund Management
New York
$315M +$81.7M +35% 9.45% 275% 41
ST
3332
Skorpios Trust
Cyprus
$314M -$39.9M -11% 22.8% 193% 4
PA
3333
Perennial Advisors
New York
$314M +$9.55M +3% 8.24% – 92
WPA
3334
West Paces Advisors
Georgia
$314M +$32.9M +12% 8.41% 37.9% 577
CCG
3335
Cloverfields Capital Group
Minnesota
$314M +$18.5M +6% 7.9% 83.1% 85
HWM
3336
Hohimer Wealth Management
Washington
$313M +$2.09M +0.7% 12.3% 81.8% 206
WCP
3337
Welch Capital Partners
New York
$313M +$8.21M +3% 5.24% 69.2% 33
CC
3338
Carrhae Capital
United Kingdom
$313M +$176M +129% 10.7% 103% 26
MAC
3339
Mason & Associates (California)
California
$313M +$30.9M +11% 6.23% 40.9% 90
NMC
3340
Nine Masts Capital
Hong Kong
$313M +$54.7M +21% 3.51% 51.6% 66
PIS
3341
PPSC Investment Service
Japan
$313M – – 10.8% – 4
WFA
3342
WestHill Financial Advisors
California
$313M +$19.7M +7% 6.51% 45.6% 121
PFMOSF
3343
Philadelphia Financial Management of San Francisco
California
$313M +$25.4M +9% 18.1% 113% 46
BW
3344
Bison Wealth
Georgia
$313M +$58.3M +23% 8.34% 37.4% 285
JSA
3345
Jacobson & Schmitt Advisors
Wisconsin
$313M +$0 0% 3.1% 83.7% 54
PCTC
3346
Perkins Coie Trust Company
Washington
$313M +$52M +20% 10.1% 60.9% 239
JSL
3347
JT Stratford LLC
Georgia
$313M +$31.6M +11% 6.49% 74% 228
AFFA
3348
ALM First Financial Advisors
Texas
$313M – – 5.12% – 16
RCM
3349
Requisite Capital Management
Texas
$313M +$16.3M +6% 6.15% 29% 73
KMWM
3350
Keudell/Morrison Wealth Management
Oregon
$312M +$44.4M +17% 8.14% 42.6% 195
132 133
134
135 136