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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BWM
3651
Bernicke Wealth Management
Wisconsin
$103M +$4.98M +5% 0.95% 14.4% 40
VCM
3652
Venator Capital Management
Ontario, Canada
$103M +$30.6M +42% 19.1% 116% 17
BBCM
3653
Boardman Bay Capital Management
New York
$103M +$16M +19% 10.1% 142% 58
TAA
3654
TB Alternative Assets
Cayman Islands
$103M +$29M +40% 29.5% 122% 22
OBWP
3655
O'Brien Wealth Partners
Massachusetts
$102M 3.97% 41.6% 28
LJAC
3656
L.J. Altfest & Co
New York
$102M +$916K +0.9% 8.12% 48.6% 129
MFS
3657
McNamara Financial Services
Massachusetts
$102M +$7.02M +7% 8.28% 29.6% 74
HIM
3658
Hutchens Investment Management
New Hampshire
$102M +$7.02M +7% 8.28% 56.7% 74
CPI
3659
Canaan Partners IX
California
$102M 30.4% 1
CFC
3660
Coyle Financial Counsel
Illinois
$102M -$4.49M -4% 2.2% 46.2% 44
ECML
3661
Eagle Capital Management (Louisiana)
Louisiana
$102M +$16.9M +20% 7.95% 72.5% 31
CFGF
3662
Compass Financial Group (Florida)
Florida
$102M 1.4% 32.9% 16
PCP
3663
Proficio Capital Partners
Massachusetts
$102M 4.07% 81.3% 886
EWMCB
3664
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$102M -$40.2M -28% 2.34% 13% 108
HPM
3665
HealthCor Partners Management
South Carolina
$102M 2.96% 2
RCM
3666
Rain Capital Management
Oregon
$101M 3.09% 18.2% 21
EA
3667
Elm Advisors
California
$101M +$4.9M +5% 5.18% 50.5% 76
RAA
3668
RWC Asset Advisors
Florida
$101M +$27.9M +38% 17.5% 173% 18
RWG
3669
Regal Wealth Group
California
$101M 4.42% 17% 197
BCFS
3670
Butensky & Cohen Financial Security
Florida
$101M +$7.65M +8% 6.03% 45.9% 212
BSWM
3671
Boston Standard Wealth Management
Massachusetts
$101M +$902K +0.9% 1.76% 33% 23
WAMC
3672
Western Asset Management Company
California
$101M -$12.7M -11% 151% 3.6% 35
SIAS
3673
Shine Investment Advisory Services
Colorado
$101M +$14.1M +16% 2.16% 29.1% 32
SNBOSCI
3674
Security National Bank of Sioux City Iowa
Iowa
$101M +$15.9M +19% 5.93% 77
HIC
3675
Holderness Investments Company
North Carolina
$101M +$5.79M +6% 7.01% 95% 123