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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PHAM
3351
Palisades Hudson Asset Management
Florida
$182M +$5.87M +3% 5.75% 50.1% 109
CIP
3352
CAS Investment Partners
Connecticut
$182M – – 13.1% 958% 7
TA
3353
Tamarack Advisers
California
$181M +$20M +12% 7.13% 45.8% 42
PA
3354
Prism Advisors
California
$181M – – 4.35% 39.1% 53
BIC
3355
Bridges Investment Counsel
Nebraska
$181M +$1.4M +0.8% 7.14% 33.7% 131
CCM
3356
Canal Capital Management
Virginia
$181M +$11.6M +7% 5.78% 19.2% 126
EM
3357
ELCO Management
New York
$181M +$3.51M +2% 5% 76.3% 153
CFMC
3358
Curbstone Financial Management Corp
New Hampshire
$181M -$164M -48% 4.68% 48.5% 170
DR
3359
Davis Rea
Ontario, Canada
$181M +$11M +7% 5.33% 62.7% 46
CA
3360
Cumberland Advisors
Florida
$181M +$17.7M +11% 4.47% 63.5% 47
PWMAG
3361
Pinnacle Wealth Management Advisory Group
New Jersey
$181M +$9.01M +5% 5.41% 62.4% 153
AC
3362
Adelphi Capital
United Kingdom
$181M +$21.2M +13% 1.85% – 2
GCA
3363
GSI Capital Advisors
California
$181M +$15.4M +9% 2.69% 14.6% 42
SFG
3364
SevenBridge Financial Group
Pennsylvania
$181M +$6.28M +4% 6.74% 61.7% 697
PFO
3365
Pathstone Family Office
New Jersey
$181M +$69.7M +63% 6.5% 39.3% 225
HWM
3366
Holloway Wealth Management
Florida
$181M +$20.1M +13% 4.17% 50.7% 277
PMFA
3367
Plante Moran Financial Advisors
Michigan
$181M +$12.3M +7% 6.56% 55.9% 939
BRA
3368
Bender Robert & Associates
California
$180M +$6.46M +4% 7.49% – 51
JHP
3369
James Hambro & Partners
United Kingdom
$180M – – 4.02% 76.2% 25
SWP
3370
Strategic Wealth Partners
Ohio
$180M – – 3.76% – 748
CCM
3371
CrestPoint Capital Management
Missouri
$180M -$44.1M -20% 6.89% 42.6% 232
PO
3372
Private Ocean
California
$179M +$15.2M +9% 1.04% 2.79% 453
LC
3373
Lincoln Capital
Nebraska
$179M +$17.3M +11% 8.19% 68.5% 71
CWM
3374
Catamount Wealth Management
Connecticut
$179M +$7.22M +4% 5.65% 70.7% 222
MCC
3375
Malaga Cove Capital
California
$179M +$4.79M +3% 6.31% 90.3% 187
133 134
135
136 137