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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWM
3601
GSB Wealth Management
Connecticut
$299M -$8.77M -3% 3.63% 43.5% 215
WIC
3602
Whitegate Investment Counselors
New Hampshire
$299M -$5.98M -2% 3.25% 42.6% 62
HI
3603
Hoey Investments
Pennsylvania
$298M -$3.98M -1% 3.35% 245% 362
CM
3604
CoreCommodity Management
Connecticut
$298M -$41.6M -12% 3.41% 22.2% 191
CAMV
3605
Concord Asset Management (Virginia)
Virginia
$298M +$14.7M +5% 2.09% 41.2% 143
CCM
3606
Carderock Capital Management
Maryland
$298M -$24.5M -8% 4.4% 78.4% 59
MCM
3607
Monument Capital Management
Virginia
$298M -$15.7M -5% 0.93% 108% 190
WCA
3608
Waypoint Capital Advisors
Minnesota
$298M -$22.5M -7% 4.1% 50.5% 136
CRWM
3609
Castle Rock Wealth Management
California
$298M +$5.15M +2% 1.9% 71.1% 220
MCCP
3610
Mission Creek Capital Partners
California
$298M -$12.4M -4% 2.68% 118% 227
GL
3611
Globe Life
Texas
$298M -$3.11M -1% 3.71% 59.3% 2
SIG
3612
Spinnaker Investment Group
California
$298M -$6.15M -2% 3.66% 39.3% 87
QPWM
3613
Quadrant Private Wealth Management
Pennsylvania
$297M -$48.1M -14% 3.13% – 257
IBT
3614
International Biotechnology Trust
United Kingdom
$297M -$31.7M -10% 7.62% 11.1% 70
BRF
3615
B. Riley Financial
California
$297M -$89.1M -23% 18.5% 28.7% 32
KFI
3616
Key Financial Inc
Pennsylvania
$297M -$5.22M -2% 4.05% 47.7% 1,412
NFW
3617
Noble Family Wealth
Florida
$297M -$10.8M -4% 3.89% – 68
SFA
3618
Source Financial Advisors
New York
$296M -$8.25M -3% 2.96% 18.5% 137
ESB
3619
Essex Savings Bank
Connecticut
$296M -$3.2M -1% 0.81% 64.9% 243
SFC
3620
Strategic Financial Concepts
Texas
$296M +$24.8M +9% 3.32% – 288
ARAM
3621
Ardmore Road Asset Management
New York
$296M -$35.9M -11% 0.05% 208% 42
WAS
3622
WESPAC Advisors SoCal
California
$296M +$3.9M +1% 2.31% 99.8% 93
CSC
3623
Cove Street Capital
California
$296M -$26.6M -8% 6.98% 49.8% 85
DBIA
3624
Dumont & Blake Investment Advisors
New Jersey
$296M -$12M -4% 3.15% 56.5% 194
SAM
3625
Satovsky Asset Management
New York
$295M -$726K -0.2% 1.6% 46% 44
143 144
145
146 147