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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GWMIA
3426
Global Wealth Management Investment Advisory
Florida
$231M -$3.02M -1% 7.55% 58.2% 681
APSP
3427
Asset Planning Services (Pennsylvania)
Pennsylvania
$231M -$567K -0.2% 6.6% 62.1% 84
OCP
3428
Oakcliff Capital Partners
New York
$231M +$42.8M +23% 24.9% 152% 11
RP
3429
Rice Partnership
Hawaii
$230M +$35.5M +18% 14.1% 94.1% 100
NL
3430
NKCFO LLC
Illinois
$230M +$82.4M +56% 3.75% 131% 129
CCM
3431
Crossvault Capital Management
Texas
$230M +$14.6M +7% 10.8% 56.4% 73
HWM
3432
Holloway Wealth Management
Florida
$230M +$14.4M +7% 5.29% 50.7% 265
BWM
3433
BT Wealth Management
Georgia
$230M +$32.8M +17% 9.08% 34.8% 64
FFG
3434
Frisch Financial Group
New York
$230M +$18.1M +9% 6.83% 55.1% 108
DE
3435
Day & Ennis
Georgia
$230M +$27.3M +13% 5.94% 15.2% 103
HIP
3436
Harrell Investment Partners
Texas
$229M +$33M +17% 8.84% 94% 87
MRCP
3437
Manor Road Capital Partners
New York
$229M -$22.7M -9% 11.2% 50.2% 12
WAM
3438
Wilsey Asset Management
California
$229M -$12M -5% 9.38% 58.6% 24
SVG
3439
Sun Valley Gold
Idaho
$229M +$36.6M +19% 11% 168% 14
RRC
3440
Relaxing Retirement Coach
Massachusetts
$229M +$87M +61% 5.55% 28.4% 55
OCM
3441
Oakview Capital Management
Texas
$229M +$11M +5% 7.77% 20.1% 17
SC
3442
Scholtz & Company
Connecticut
$229M +$28.6M +14% 15.5% 111% 71
JM
3443
Jeneq Management
New York
$229M +$24.4M +12% 5.82% 22.3% 21
CCM
3444
Canal Capital Management
Virginia
$228M +$23.9M +12% 9.13% 19.2% 126
LC
3445
Lunia Capital
Texas
$228M +$21.1M +10% 9.01% 111% 38
AIA
3446
Affinity Investment Advisors
California
$228M +$17.4M +8% 8.12% 103% 168
FM
3447
Family Management
New York
$228M -$17.6M -7% 9.32% 54.2% 173
NME
3448
Notis-McConarty Edward
$227M +$13.1M +6% 8.06% 73% 97
RTS
3449
Round Table Services
New Jersey
$227M -$60.2M -21% 6.67% 16.1% 90
HFBOT
3450
Home Federal Bank of Tennessee
Tennessee
$227M +$12M +6% 6.1% 53.2% 69