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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EHWM
3401
Eads & Heald Wealth Management
Georgia
$156M +$749K +0.5% 3.11% 74.7% 135
DCM
3402
Dimension Capital Management
Florida
$156M +$30.8M +25% 0.7% 52.5% 92
CAAS
3403
Capital Asset Advisory Services
Michigan
$156M +$17.3M +13% 2.14% 41.4% 133
IWA
3404
Intercontinental Wealth Advisors
Texas
$156M -$11.1M -7% 2.06% 46.8% 183
IF
3405
Ironwood Financial
Arizona
$156M +$4.68M +3% 1.5% 43.9% 287
AW
3406
Alpha Windward
Massachusetts
$156M +$2.11M +1% 2.86% 33.6% 488
PFG
3407
Piershale Financial Group
Illinois
$155M +$0 0% 1.52% 82% 22
WRM
3408
Weybosset Research & Management
Rhode Island
$155M +$7.59M +5% 4.39% 57.2% 61
ACM
3409
AidennLair Capital Management
New York
$155M -$7.82M -5% 3.53% 39
CRCM
3410
Crystal Rock Capital Management
Illinois
$155M -$1.83M -1% 7.66% 194% 33
CCM
3411
Concourse Capital Management
Georgia
$155M +$17.2M +12% 5.67% 92% 61
NME
3412
Notis-McConarty Edward
$155M +$2.22M +1% 3.69% 73% 96
BGC
3413
Blue Granite Capital
South Carolina
$154M +$1.61M +1% 1.39% 118
RP
3414
Ridgegate Proprietary
Australia
$154M +$10.8M +8% 7.54% 1
PO
3415
Private Ocean
California
$154M +$3.12M +2% 1.21% 2.79% 171
LD
3416
Lipe & Dalton
New York
$154M +$16.2M +12% 3.37% 59.7% 83
NCM
3417
Neumann Capital Management
California
$154M +$1.17M +0.8% 2.05% 70.8% 72
AIM
3418
AMI Investment Management
Indiana
$154M -$1.44M -0.9% 1.88% 55.2% 47
BFC
3419
Blue Fin Capital
Rhode Island
$154M -$7.8M -5% 2.89% 137
GAAM
3420
Guinness Atkinson Asset Management
California
$154M +$4.03M +3% 4.91% 116% 63
OLA
3421
Oliver Luxxe Assets
New Jersey
$154M +$3.9M +3% 1.34% 116% 89
NCM
3422
Niemann Capital Management
Nevada
$154M +$11.5M +8% 3.57% 103% 24
QAM
3423
Quantres Asset Management
Cayman Islands
$154M -$1.48M -1% 0.33% 11.2% 278
CWM
3424
Cedar Wealth Management
California
$154M -$9.58M -6% 2.9% 48.8% 145
VST
3425
Van Strum & Towne
California
$153M -$1.66M -1% 0.18% 51.4% 78