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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AAI
3551
American Assets Inc
California
$262M -$26.4M -9% 9.09% 7.31% 10
ACM
3552
Altrius Capital Management
North Carolina
$262M -$45.4M -15% 9.81% 27% 90
SAM
3553
SignalPoint Asset Management
Missouri
$262M -$11.1M -4% 2.37% 36% 218
MP
3554
McDonald Partners
Ohio
$262M -$130M -33% 5.07% 71.3% 299
WMG
3555
WESCAP Management Group
California
$262M -$30.7M -10% 5.63% 33.9% 94
WCA
3556
Westover Capital Advisors
Delaware
$262M -$9.52M -4% 3.3% 106% 173
CAM
3557
Cypress Asset Management
Texas
$261M -$18.5M -7% 5% 97.3% 123
LWA
3558
LWS Wealth Advisors
New Jersey
$261M +$48.8M +23% 5.29% 8.87% 64
SG
3559
Stephens Group
Arkansas
$261M +$30.2M +13% 15.6% 18.8% 4
SI
3560
Sora Investors
Pennsylvania
$261M +$52.7M +25% 1.38% 114% 43
PCTC
3561
Perkins Coie Trust Company
Washington
$261M -$13.8M -5% 4.98% 60.9% 241
RCM
3562
RB Capital Management
Nevada
$261M -$7.54M -3% 4.38% 78% 179
SC
3563
Searle & Co
Connecticut
$260M +$6.68M +3% 5.95% 62.1% 150
WCM
3564
Wildcat Capital Management
New York
$260M -$41.6M -14% 7.44% 57.9% 31
KFP
3565
Keystone Financial Planning
Ohio
$260M -$24.4M -9% 10.5% 13.4% 48
MMPW
3566
Mitchell McLeod Pugh & Williams
Alabama
$260M +$2.35M +0.9% 4.4% 76.4% 238
RW
3567
REDW Wealth
New Mexico
$260M -$12.6M -5% 5.22% 43.2% 119
A
3568
Apoletto
British Virgin Islands
$260M -$102M -28% 7.72% 177% 17
MM
3569
MWG Management
British Virgin Islands
$260M +$37.3M +17% 17% 71.9% 2
KRC
3570
Kehrs Ridge Capital
New Jersey
$260M +$55.8M +27% 0.16% 38
PRS
3571
Pinkerton Retirement Specialists
Idaho
$260M -$70.9M -21% 4.28% 67.2% 130
MAM
3572
McLean Asset Management
Virginia
$259M +$8.64M +3% 4.21% 53.8% 136
FVCM
3573
F&V Capital Management
Florida
$259M -$21.9M -8% 6.26% 60.2% 56
EPC
3574
Emerson Point Capital
New York
$259M -$120M -32% 2.45% 86.6% 32
RRWA
3575
Rainey & Randall Wealth Advisors
Florida
$259M +$4.05M +2% 5.31% 33.3% 52