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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MRCM
3351
M&R Capital Management
New Jersey
$408M +$8.37M +2% 10.6% 52.6% 651
GWMIA
3352
Global Wealth Management Investment Advisory
Florida
$408M +$18.6M +5% 9.28% 58.2% 476
ODG
3353
O'Dell Group
Ohio
$408M +$25.8M +7% 7.63% 53.5% 514
CMF
3354
Counterpoint Mutual Funds
California
$408M +$146M +56% 2.86% 229
TCWA
3355
Turtle Creek Wealth Advisors
Texas
$408M +$68M +20% 11.7% 868
AGP
3356
Artia Global Partners
Florida
$408M +$155M +61% 42.9% 52
CBTWT
3357
Community Bank & Trust (Waco, Texas)
Texas
$407M +$40.5M +11% 9.57% 65.7% 143
FACM
3358
Forest Avenue Capital Management
Florida
$407M +$112M +38% 18.9% 27
CCB
3359
Cutter & Co Brokerage
Missouri
$407M +$46.9M +13% 10.9% 40.4% 218
MIM
3360
Martin Investment Management
Florida
$407M +$71.4M +21% 9.63% 57.2% 49
P8IP
3361
Pier 88 Investment Partners
California
$407M +$9.35M +2% 3.77% 26.2% 113
FNC
3362
First National Corp
Massachusetts
$407M -$738K -0.2% 5.04% 39.2% 154
TCM
3363
Towneley Capital Management
California
$407M +$16.5M +4% 4.46% 47
WFA
3364
WestHill Financial Advisors
California
$407M +$29.3M +8% 6.82% 45.6% 79
PG
3365
Patten Group
Tennessee
$406M +$37.9M +10% 11.6% 66.3% 246
FA
3366
Fountainhead AM
New Jersey
$406M +$41.9M +12% 6.66% 54.1% 136
LCM
3367
Liberty Capital Management
Michigan
$406M +$24.7M +6% 10.3% 67.4% 157
NAMP
3368
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$406M +$26.3M +7% 7.56% 63.6% 146
RA
3369
Riversedge Advisors
Delaware
$406M +$40.7M +11% 5.71% 43.8% 89
P
3370
Paradiem
Louisiana
$405M +$46.2M +13% 11.2% 83.7% 94
FMTC
3371
Farmers & Merchants Trust Company
California
$405M +$26.3M +7% 6.93% 62.8% 200
NB
3372
Nicolet Bankshares
Wisconsin
$405M +$33.2M +9% 9.95% 71.2% 220
BRM
3373
Boston Research & Management
Massachusetts
$405M +$27.9M +7% 8.79% 47.3% 117
AAMA
3374
Advanced Asset Management Advisors
Ohio
$405M -$16.3M -4% 8.95% 60.3% 99
AWM
3375
Austin Wealth Management
Texas
$404M +$31M +8% 5.68% 129