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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SVG
3401
Sun Valley Gold
Idaho
$176M -$53.5M -23% 0.09% 168% 20
WAS
3402
WESPAC Advisors SoCal
California
$175M +$7.3M +4% 6.71% 99.8% 301
TSWM
3403
Triangle Securities Wealth Management
North Carolina
$175M +$7.03M +4% 6.36% 63.7% 140
TSS
3404
Thomas Story & Son
Indiana
$175M -$10.4M -6% 10.1% 60.3% 55
NCM
3405
Newfoundland Capital Management
Brazil
$175M +$83.5M +91% 5.3% 30% 41
PBO
3406
Peoples Bank (Ohio)
Ohio
$175M -$8.31M -5% 2.73% 54.7% 103
CCM
3407
Cloverdale Capital Management
Texas
$175M +$25.3M +17% 9.73% 19.1% 27
WLIM
3408
White Lighthouse Investment Management
Massachusetts
$174M – – 4.16% 46.9% 119
MFP
3409
Mosaic Financial Partners
California
$174M +$11.7M +7% 1.49% 6.05% 52
LCG
3410
Lisanti Capital Growth
New York
$174M +$14.4M +9% 15% 1,060% 136
NME
3411
Notis-McConarty Edward
$174M +$14.5M +9% 5.52% 73% 90
LCM
3412
Lucha Capital Management
California
$174M -$12.1M -7% 3.15% 69.6% 35
BA
3413
BCM Advisors
Louisiana
$173M +$10.9M +7% 4% 37% 38
NFG
3414
Noven Financial Group
Colorado
$173M +$6.89M +4% 7.02% 45.1% 36
GCM
3415
Gladstone Capital Management
United Kingdom
$173M +$28.4M +20% 13.6% 247% 16
PFA
3416
Pathway Financial Advisors
Vermont
$173M – – 5.72% 41.6% 470
SDWMA
3417
Schneider Downs Wealth Management Advisors
Pennsylvania
$173M +$17.8M +12% 14.6% 48.8% 46
GA
3418
GRS Advisors
Illinois
$173M -$37M -18% 9.29% 26.5% 30
MAMNY
3419
Marathon Asset Management (New York)
New York
$173M +$4.65M +3% 0.48% 66.8% 19
DJC
3420
Daily Journal Corp
California
$173M +$18.5M +12% 12.1% 79.3% 4
FNB
3421
Farmers National Bank
Kentucky
$173M +$7.68M +5% 4.19% – 271
EWF
3422
Epstein & White Financial
California
$173M – – 3.39% 51% 97
PCM
3423
Proxima Capital Management
New York
$173M -$6.35M -4% 6.01% 21.1% 41
MFT
3424
Moisand Fitzgerald Tamayo
Florida
$173M +$8.32M +5% 4.04% 35.1% 333
MC
3425
Miles Capital
Iowa
$172M -$3.97M -2% 4.1% 15.4% 204
135 136
137
138 139