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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WI
3601
WBI Investments
New Jersey
$400M -$16M -4% 0.93% 56.9% 297
CH
3602
Canton Hathaway
Rhode Island
$400M -$346K -0.1% 0.33% 78.3% 274
VAS
3603
VR Advisory Services
Cayman Islands
$400M +$110M +38% 49.8% 102% 43
PAS
3604
PKS Advisory Services
New York
$400M – – 1.82% – 249
MA
3605
MSA Advisors
California
$400M +$12.2M +3% 13.9% – 31
VFPW
3606
Vantage Financial Partners (Wisconsin)
Wisconsin
$400M -$3.38M -0.8% 0.47% 42.5% 213
DCM
3607
DGS Capital Management
New Jersey
$399M +$30.7M +8% 11.1% 110% 336
CLC
3608
Charles-Lim Capital
Hong Kong
$399M +$47.5M +14% 2.58% 10.4% 7
KJWM
3609
Kiley Juergens Wealth Management
Washington
$399M +$13.9M +4% 5.07% 99.6% 73
SC
3610
Stempoint Capital
New York
$399M +$65.3M +20% 5.14% – 75
SC
3611
Stephens Consulting
Michigan
$399M +$8.71M +2% 0.49% 44.1% 553
CCM
3612
Carderock Capital Management
Maryland
$399M -$24.9M -6% 0.46% 78.4% 76
TCM
3613
Tybourne Capital Management
Hong Kong
$398M +$41.6M +12% 13.3% 56.2% 39
CWA
3614
Canvas Wealth Advisors
Kansas
$398M +$36.2M +10% 6.63% 88.2% 199
MWM
3615
Mascoma Wealth Management
New Hampshire
$398M -$3.57M -0.9% 1.4% 33.2% 538
RSS
3616
Rosenblum Silverman Sutton
California
$398M +$7.08M +2% 6.5% 154% 77
BL
3617
Bleichroeder LP
New York
$398M +$26.3M +7% 8.74% 98.5% 78
WCMN
3618
Westchester Capital Management (Nebraska)
Nebraska
$398M -$14.1M -3% 0.66% 65.1% 41
HWM
3619
Hemington Wealth Management
Virginia
$398M +$26.3M +7% 0.23% 56.2% 1,848
PTB
3620
Pioneer Trust Bank
Oregon
$397M +$6.24M +2% 1.27% 63.2% 80
CBA
3621
Coastal Bridge Advisors
Connecticut
$397M -$6.25M -2% 5.49% 168% 182
PC
3622
Peavine Capital
Nevada
$397M -$11.5M -3% 0.26% 23.5% 10
AA
3623
Auxano Advisors
Washington
$397M +$10.5M +3% 4.27% 81.3% 170
WFPG
3624
Waller Financial Planning Group
Ohio
$397M -$6.52M -2% 1.82% 30.4% 69
NL
3625
NVWM LLC
Pennsylvania
$396M +$3.5M +0.9% 3.06% 89.5% 718
143 144
145
146 147