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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCA
3601
Mercer Capital Advisers
New Jersey
$131M +$5.43M +4% 5.88% 59.6% 277
SV
3602
Sapphire Ventures
Texas
$130M +$41.2M +46% 4.3% 48.1% 9
BSWM
3603
Boston Standard Wealth Management
Massachusetts
$130M +$4.04M +3% 4.16% 33% 21
EFIC
3604
Eliot Finkel Investment Counsel
California
$130M +$12.3M +10% 2.7% 33.1% 34
ACM
3605
Astenbeck Capital Management
Connecticut
$130M -$9.53M -7% 6.46% 12.4% 3
SI
3606
Shaker Investments
Ohio
$130M +$3.24M +3% 6.82% 135% 73
NERM
3607
New England Research & Management
Illinois
$130M +$2.63M +2% 3.32% 33.3% 196
V
3608
ValueWorks
New York
$130M +$2.89M +2% 14.8% 110% 36
SCM
3609
Sio Capital Management
New York
$130M +$34M +35% 11.7% 239% 63
PA
3610
Perennial Advisors
New York
$130M +$9.46M +8% 6.19% – 203
PAM
3611
Peninsula Asset Management
Florida
$130M +$6.34M +5% 5.89% 50.3% 46
AF
3612
Affiance Financial
Minnesota
$129M +$4.58M +4% 3.26% 46.3% 89
BKA
3613
Brick & Kyle Associates
Pennsylvania
$129M +$4.38M +4% 5.97% 82.9% 454
FPS
3614
Fieldpoint Private Securities
Connecticut
$129M – – 5.37% 46.7% 339
DHRFI
3615
DCM Hybrid RMB Fund International
California
$129M -$15.1M -10% 20.2% – 4
1CM
3616
1492 Capital Management
Wisconsin
$129M -$801K -0.6% 7.81% 178% 122
SCM
3617
Stonehearth Capital Management
Massachusetts
$129M +$595K +0.5% 5.24% 49.2% 36
VFCM
3618
Valley Forge Capital Management
Florida
$128M +$18.9M +17% 14.6% 137% 8
HBWM
3619
Hollow Brook Wealth Management
New York
$128M -$33.4M -21% 7.02% 83.4% 48
RIM
3620
Reliant Investment Management
Tennessee
$128M +$5.69M +5% 5.62% 98.8% 59
VCA
3621
VIEX Capital Advisors
Florida
$128M -$30.2M -19% 0.57% 25.5% 27
WCM
3622
Wunderlich Capital Managemnt
Tennessee
$128M +$5.3M +4% 5.99% 33.6% 99
LS
3623
Lattice Strategies
Pennsylvania
$128M +$5.56M +5% 6.67% 19.9% 68
SI
3624
Stanhope Investments
Cayman Islands
$128M +$5.13M +4% 4.17% – 1
NR
3625
Newfound Research
Massachusetts
$128M +$16.5M +15% 4.3% 54.6% 236
143 144
145
146 147