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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CM
3526
Columbus Macro
Pennsylvania
$321M +$482K +0.2% 4.09% 35.4% 184
EDRIA
3527
Edmonds Duncan Registered Investment Advisors
Kansas
$321M +$19.7M +7% 5.66% 12.8% 147
HAIM
3528
Hunter Associates Investment Management
Pennsylvania
$321M -$111M -26% 6.55% 56.5% 216
HW
3529
Hedeker Wealth
Illinois
$321M +$36.4M +13% 8.98% 101% 84
GWM
3530
GSB Wealth Management
Connecticut
$321M +$20.4M +7% 5.28% 43.5% 226
PIM
3531
Progressive Investment Management
Oregon
$321M +$36.8M +13% 14.2% 99.5% 43
HHGC
3532
Hunting Hill Global Capital
New York
$321M +$61.2M +24% 6.71% 92.2% 84
OIA
3533
Optimum Investment Advisors
Illinois
$321M -$21.1M -6% 7.58% 92.1% 996
EA
3534
Emerald Advisors
Washington
$320M +$43.9M +16% 10% 97.1% 100
TFCM
3535
Taylor Frigon Capital Management
Arizona
$320M -$4.17M -1% 7.85% 108% 96
DCM
3536
Decatur Capital Management
Georgia
$320M +$30.2M +10% 12% 151% 68
GTC
3537
Ghost Tree Capital
New York
$320M -$37.1M -10% 1.57% 198% 64
HLA
3538
Hamilton Lane Advisors
Pennsylvania
$320M +$12.8M +4% 8.32% 352% 98
ONGA
3539
O'Neil Global Advisors
California
$320M +$216M +209% 19.4% 1,380% 132
PIFP
3540
Partners in Financial Planning
Virginia
$320M 4.78% 30.1% 92
WAM
3541
Warberg Asset Management
Illinois
$319M +$116M +57% 3.88% 19.6% 240
MDCM
3542
Morgan Dempsey Capital Management
Wisconsin
$319M +$2.62M +0.8% 4.92% 23% 113
IA
3543
Insight Advisors
Pennsylvania
$319M +$2.92M +0.9% 8.31% 51.6% 353
AIM
3544
Atlantic Investment Management
New York
$318M -$4.76M -1% 2.81% 19% 11
SAM
3545
Summit Asset Management
Tennessee
$318M +$23.7M +8% 6.78% 44.9% 147
WFA
3546
Wellspring Financial Advisors
Ohio
$318M +$111M +53% 6.59% 53.1% 123
AFT
3547
Alpha Family Trust
California
$318M +$102M +47% 7.18% 162% 24
FFG
3548
Frisch Financial Group
New York
$318M +$20.3M +7% 5.44% 55.1% 163
RP
3549
Rice Partnership
Hawaii
$318M +$35.8M +13% 9.25% 94.1% 137
TCPWM
3550
Traverso Chambers Private Wealth Management
California
$317M +$21M +7% 4.49% 16.4% 107