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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
VFPI
3501
Vantage Financial Partners (Illinois)
Illinois
$140M +$28.7M +26% 6.68% 13.3% 75
MP
3502
Marlowe Partners
New York
$140M -$22.9M -14% 0.19% 16.3% 14
MWM
3503
Mascoma Wealth Management
New Hampshire
$140M +$3.75M +3% 4.31% 33.2% 398
MSWM
3504
Mader & Shannon Wealth Management
Missouri
$139M +$19.1M +16% 5.14% 34.7% 17
CIR
3505
Clear Investment Research
Georgia
$139M +$9.57M +7% 3.72% 40.1% 47
JAM
3506
Jolley Asset Management
North Carolina
$139M -$277K -0.2% 3.33% 3.46% 156
LPIC
3507
LeJeune Puetz Investment Counsel
Michigan
$139M +$8.86M +7% 4.84% 64% 152
AZA
3508
Arthur Zaske & Associates
Michigan
$139M +$953K +0.7% 4.14% 95
CFD
3509
Creative Financial Designs
Indiana
$139M +$16.6M +14% 4.47% 40.7% 925
TAA
3510
TB Alternative Assets
Cayman Islands
$139M -$57.4M -29% 33.2% 122% 19
PCC
3511
Park Circle Company
Maryland
$139M +$2.35M +2% 6.08% 54% 96
SIAP
3512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139M +$14.3M +11% 7.28% 81.4% 354
SCM
3513
Sitrin Capital Management
California
$139M +$9.87M +8% 8.83% 105% 38
LWM
3514
Lenox Wealth Management
Ohio
$139M +$7.54M +6% 5.37% 24.7% 248
HIH
3515
HRS Investment Holdings
New York
$139M +$15.2M +12% 3.76% 21.5% 96
IF
3516
IRON Financial
Illinois
$139M -$7.66M -5% 3.24% 39.7% 98
KSCM
3517
Kamunting Street Capital Management
Florida
$139M +$16.6M +14% 9.58% 1.15% 26
UIA
3518
UG Investment Advisers
Taiwan
$139M +$10.2M +8% 25.9% 7
KC
3519
Kingfisher Capital
North Carolina
$139M +$5.99M +5% 5.8% 58.5% 124
RJA
3520
Robshaw & Julian Associates
New York
$139M +$3.27M +2% 5.61% 19.3% 46
SA
3521
Sicart Associates
New York
$138M -$6.49M -4% 5.64% 73% 111
CAAS
3522
Capital Asset Advisory Services
Michigan
$138M +$20.6M +17% 3.74% 41.4% 101
LD
3523
Lipe & Dalton
New York
$138M -$2.4M -2% 4.56% 59.7% 83
OHA
3524
Oak Hill Advisors
New York
$138M -$6.74M -5% 2.99% 10.1% 6
PA
3525
Parkside Advisors
California
$138M +$5.58M +4% 3.81% 36.7% 36