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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RGC
3401
Roberts, Glore & Co
Illinois
$143M +$4.21M +3% 1.97% 56.2% 149
CMP
3402
Courage Miller Partners
Virginia
$143M -$1.26M -0.9% 0.49% 29.7% 69
BW
3403
Biegel & Waller
Maryland
$143M – – 3.33% 28.2% 56
LCM
3404
Lucha Capital Management
California
$143M – – 1.08% 69.6% 21
WA
3405
WP Advisors
California
$143M – – 1.41% 102% 61
IVMX
3406
Institutional Venture Management XIII
California
$143M -$2.98M -2% 0.42% – 6
IF
3407
Ironwood Financial
Arizona
$143M +$3M +2% 1.6% 43.9% 298
SP
3408
Symmetry Partners
Connecticut
$143M – – 0.01% 48.1% 31
VWM
3409
Vector Wealth Management
Minnesota
$142M -$3.52M -2% 0.08% 2.13% 84
WRM
3410
Weybosset Research & Management
Rhode Island
$142M +$4.43M +3% 7.56% 57.2% 59
TCM
3411
Trafelet Capital Management
New York
$142M +$10.2M +8% 9.29% 101% 22
LFG
3412
LifePlan Financial Group
Ohio
$142M -$3.51M -2% 0.8% 20.2% 117
LBS
3413
Lawrence B. Seidman
$142M -$715K -0.5% 18.5% 12.1% 26
CSM
3414
CAMG Solamere Management
North Carolina
$142M – – 3.08% 51.8% 125
TWM
3415
Torch Wealth Management
Ohio
$142M +$4.4M +3% 2.99% 48.8% 103
RHFI
3416
Reilly Herbert Faulkner III
$142M +$7.09M +5% 2.85% 80.7% 45
PCA
3417
Prospect Capital Advisors
California
$142M +$4.07M +3% 15% 125% 25
WAM
3418
Wilsey Asset Management
California
$141M +$11.4M +9% 6.4% 58.6% 20
CGI
3419
Cougar Global Investments
Ontario, Canada
$141M +$128K +0.1% 1.75% 17.4% 10
GWS
3420
Glassman Wealth Services
Virginia
$141M +$21.5M +18% 3.56% 61.5% 762
BRA
3421
Bender Robert & Associates
California
$141M -$10.2M -7% 2.15% – 48
BGC
3422
Blue Granite Capital
South Carolina
$141M – – 4.49% – 105
LD
3423
Lipe & Dalton
New York
$141M -$8.84M -6% 4.36% 59.7% 96
DCM
3424
Delta Capital Management
New Jersey
$141M +$3.73M +3% 5.85% 50.3% 72
SV
3425
Stilwell Value
New York
$141M -$25.2M -15% 13.5% 178% 49
135 136
137
138 139