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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SPIO
3426
Seven Post Investment Office
California
$122M +$9.57M +9% 4.47% 50.6% 8
BOC
3427
Barbara Oil Co
Illinois
$122M -$1.18M -1% 0.85% 54.7% 82
JWS
3428
Juncture Wealth Strategies
Arizona
$122M -$86.7M -42% 2.42% 50.3% 83
OIMU
3429
Orbis Investment Management (US)
California
$122M +$1.06M +0.9% 1.19% 48.6% 29
PCM
3430
Punch Card Management
Florida
$122M -$6.8M -5% 5.13% 59.1% 4
HPIA
3431
Hamilton Point Investment Advisors
North Carolina
$122M +$5.41M +5% 2.22% 68.3% 67
FIM
3432
Fernwood Investment Management
Massachusetts
$122M +$4.05M +3% 6.33% 83.3% 117
IAMOG
3433
Investors Asset Management of Georgia
Georgia
$122M +$5.94M +5% 6.56% 71.6% 142
CWM
3434
Catamount Wealth Management
Connecticut
$121M +$16.6M +16% 3.65% 70.7% 205
TF
3435
Trutina Financial
Washington
$121M -$3.61M -3% 1.79% 20.5% 70
EFEM
3436
Eos Focused Equity Management
New York
$121M 5.1% 55.7% 35
WFG
3437
Wills Financial Group
Virginia
$121M -$1.94M -2% 2.5% 43.8% 87
HWA
3438
Heritage Wealth Advisors
Virginia
$121M +$9.25M +8% 3.14% 47% 98
LIM
3439
Lorem Ipsum Management
New York
$121M +$22.8M +23% 12.5% 35
SAM
3440
Smithbridge Asset Management
Pennsylvania
$121M -$1.09M -0.9% 0.63% 53
PCA
3441
Peddock Capital Advisors
Massachusetts
$121M -$2.45M -2% 1.45% 102% 103
GCMG
3442
Gyroscope Capital Management Group
Florida
$121M -$512K -0.4% 0.95% 24.3% 78
AP
3443
Agilis Partners
Massachusetts
$121M +$10.5M +10% 3.31% 8.47% 15
TNAM
3444
Terra Nova Asset Management
New York
$121M 2.85% 136% 117
PMLI
3445
Penn Mutual Life Insurance
Pennsylvania
$121M +$36.5M +43% 2.38% 1.64% 19
SAMH
3446
Shanda Asset Management Holdings
British Virgin Islands
$121M -$7.96M -6% 0.51% 105% 15
WIM
3447
Wingspan Investment Management
New York
$121M -$4M -3% 4.39% 23
HW
3448
Hedeker Wealth
Illinois
$120M -$3.38M -3% 1.8% 101% 174
WWM
3449
Willingdon Wealth Management
North Carolina
$120M -$38.5M -24% 0.17% 15.5% 95
TSBJ
3450
Trevor, Stewart, Burton & Jacobsen
New York
$120M -$4.96M -4% 0.28% 60