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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TAM
3401
Trust Asset Management
Texas
$166M +$147K +0.1% 13% 80.2% 53
CCM
3402
Crestwood Capital Management
New York
$166M -$26.1M -14% 15.3% 198% 25
CM
3403
Cornerstone Management
Georgia
$166M -$20.7M -11% 8.44% 35.1% 42
FVCM
3404
F&V Capital Management
Florida
$165M -$20.6M -11% 12.5% 60.2% 62
AWM
3405
Affinity Wealth Management
Delaware
$165M – – 13.2% 82.5% 94
BDWM
3406
Brewin Dolphin Wealth Management
Ireland
$165M -$20.8M -11% 11% 47.7% 192
IP
3407
Isomer Partners
New York
$165M – – 21.4% 47.2% 15
TF
3408
TLWM Financial
Texas
$165M -$6.71M -4% 11.3% 42.1% 56
FA
3409
Fortis Advisors
Pennsylvania
$165M -$12.9M -7% 4.2% 30.7% 355
BOS
3410
Bank of Stockton
California
$165M -$32.7M -17% 13% 54.2% 111
LK
3411
Lumbard & Kellner
New Hampshire
$165M -$26.5M -14% 10.4% 58.3% 85
TPA
3412
Trivium Point Advisory
Connecticut
$165M – – 8.87% 91.4% 137
PFG
3413
Piershale Financial Group
Illinois
$165M -$40.2M -20% 12% 82% 31
CCC
3414
Chelsea Counsel Company
California
$165M -$27.1M -14% 11.4% 54.6% 77
CBFP
3415
Cedar Brook Financial Partners
Ohio
$165M – – 12.4% 47% 239
BPA
3416
Beacon Pointe Advisors
California
$165M – – 13.5% 69.5% 158
IG
3417
Inherent Group
New York
$165M – – 17.4% 64.7% 7
PSG
3418
Planning Solutions Group
Maryland
$164M – – 11.2% – 122
TSS
3419
Thomas Story & Son
Indiana
$164M -$24.8M -13% 10.6% 60.3% 57
AIA
3420
Alera Investment Advisors
Illinois
$164M – – 12.2% 28.9% 1,207
PFP
3421
Patriot Financial Partners
Pennsylvania
$164M -$29.6M -15% 26.4% 16.6% 11
UOC
3422
University of Chicago
Illinois
$164M -$25.9M -14% 13.4% – 4
SSI
3423
Scott & Selber Inc
Texas
$164M -$39.3M -19% 14.2% 110% 80
SCM
3424
Sitrin Capital Management
California
$164M -$22.2M -12% 12% 105% 41
PA
3425
Parkside Advisors
California
$164M +$13.8M +9% 9.83% 36.7% 62
135 136
137
138 139