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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWMAG
3351
Pinnacle Wealth Management Advisory Group
New Jersey
$186M +$9.36M +5% 0.79% 62.4% 156
BCM
3352
Bourgeon Capital Management
Connecticut
$186M +$2.99M +2% 4.48% 67.5% 81
PHAM
3353
Palisades Hudson Asset Management
Florida
$186M +$2.17M +1% 3.12% 50.1% 114
NRC
3354
North Run Capital
Massachusetts
$186M +$4.89M +3% 6.16% 19.5% 23
SM
3355
Selkirk Management
New Jersey
$186M +$6.76M +4% 5.66% 343% 19
WCA
3356
Westover Capital Advisors
Delaware
$186M +$1.87M +1% 2.81% 106% 117
WAS
3357
Winch Advisory Services
Wisconsin
$186M +$14.9M +9% 7.45% 82.1% 386
NAH
3358
Neumann Advisory (HK)
Hong Kong
$186M +$15.1M +9% 11.6% 84.2% 11
ECM
3359
EII Capital Management
New York
$185M +$14.2M +8% 7.73% 47% 241
OPA
3360
Old Port Advisors
Maine
$185M – – 1.66% – 167
CCM
3361
Crestwood Capital Management
New York
$185M +$17.2M +10% 12% 198% 29
FIM
3362
Fernwood Investment Management
Massachusetts
$185M +$6.05M +3% 4.39% 83.3% 163
SCI
3363
SkyBridge Capital II
New York
$185M -$20.7M -10% 4.1% – 42
FC
3364
Foundation Capital
California
$185M +$7.3M +4% 25.2% – 7
PC
3365
Permit Capital
Pennsylvania
$185M +$5M +3% 1.81% 41.7% 28
DAM
3366
Doheny Asset Management
California
$184M -$6.02M -3% 4.7% 131% 108
BOS
3367
Bank of Stockton
California
$184M -$54.8M -23% 3.16% 54.2% 110
KC
3368
Keenan Capital
California
$184M +$12.9M +8% 11.5% 148% 16
IF
3369
IRON Financial
Illinois
$184M +$28.4M +18% 1.17% 39.7% 101
MP
3370
Meghalaya Partners
Connecticut
$184M -$5.84M -3% 1.11% – 22
RHFI
3371
Reilly Herbert Faulkner III
$184M +$7.73M +4% 5.18% 80.7% 47
MCP
3372
Mirador Capital Partners
California
$184M +$40.2M +28% 2.2% 67.1% 150
CAM
3373
Covenant Asset Management
New Jersey
$184M +$12.5M +7% 7.56% 97.6% 141
BHTS
3374
Bar Harbor Trust Services
Maine
$184M +$2M +1% 2.93% 86.4% 79
PVMCV
3375
Polaris Venture Management Co V
Massachusetts
$183M +$8.09M +5% 17.5% 279% 12
133 134
135
136 137