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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIM
3351
Sentry Investment Management
Wisconsin
$344M -$48.8M -12% 0.77% 107% 533
HWM
3352
HFR Wealth Management
New York
$343M +$11.2M +3% 0.24% 61.2% 60
HI
3353
Helikon Investments
United Kingdom
$343M -$15.5M -4% 14.9% 359% 4
AC
3354
Adelphi Capital
United Kingdom
$343M -$32.2M -9% 8.5% – 2
GI
3355
Glovista Investments
New Jersey
$343M -$79.8M -19% 5.68% 2.48% 124
CCP
3356
Cyrus Capital Partners
New York
$343M -$43.5M -11% 5.9% 89.2% 16
OHIS
3357
Oak Harvest Investment Services
Texas
$343M +$39.5M +13% 0.33% 73.4% 83
CA
3358
CHI Advisors
New York
$343M -$87.3M -20% 17.3% 78.5% 19
BBPWM
3359
Blue Bell Private Wealth Management
Pennsylvania
$342M -$603K -0.2% 0.68% 52.3% 191
GF
3360
Gates Foundation
Washington
$342M -$309M -48% 16% 58.1% 10
IF
3361
Ironwood Financial
Arizona
$342M +$8.49M +3% 0.19% 43.9% 619
AAM
3362
ACK Asset Management
Connecticut
$342M +$69.8M +26% 6.19% 114% 29
WFA
3363
West Financial Advisors
Iowa
$341M +$14.3M +4% 1.13% 35.3% 154
RPA
3364
Rock Point Advisors
Vermont
$341M -$5.73M -2% 2.29% 52.9% 102
KMC
3365
Kirr Marbach & Co
Indiana
$341M -$10.4M -3% 1.81% 117% 62
CAM
3366
Capco Asset Management
Florida
$341M -$36K -0% 3.03% 94.6% 28
OWA
3367
One Wealth Advisors
California
$341M +$25.2M +8% 0.39% 57.1% 239
GG
3368
GenWealth Group
New Jersey
$341M +$1.77M +0.5% 0.19% 58.4% 66
CCM
3369
Compton Capital Management
Rhode Island
$341M +$959K +0.3% 1.21% 75.6% 165
ACG
3370
Aventail Capital Group
New York
$341M +$79.9M +31% 5.23% 113% 71
RWB
3371
RMR Wealth Builders
New Jersey
$341M +$35.5M +12% 0.06% 70.3% 194
SWP
3372
Strategic Wealth Partners
Ohio
$341M +$34M +11% 0.03% – 292
PG
3373
Patten Group
Tennessee
$340M -$176K -0.1% 0.43% 66.3% 264
SWM
3374
Southern Wealth Management
Texas
$340M -$6.6M -2% 1.27% 50% 55
DFG
3375
Delphi Financial Group
Delaware
$340M -$24.8M -7% 2.96% 50.4% 33
133 134
135
136 137