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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CT
3676
Clearstead Trust
Maine
$146M +$11.9M +9% 6.11% 87.1% 236
OFG
3677
Oxford Financial Group
Indiana
$146M +$229K +0.2% 5.41% 76.1% 34
RIM
3678
Reliant Investment Management
Tennessee
$146M +$27.1M +23% 8.42% 98.8% 62
MIC
3679
MU Investments Company
Japan
$146M +$16.5M +13% 10.7% 40.4% 186
TGM
3680
Tenzing Global Management
California
$146M +$10.3M +8% 19.3% 204% 19
WAOTB
3681
Wealth Advisors of Tampa Bay
Florida
$146M 5.86% 61.8% 69
UWPG
3682
Ullmann Wealth Partners Group
Florida
$146M +$45.6M +46% 4.76% 53.6% 61
SJL
3683
Shayne & Jacobs LLC
Tennessee
$146M +$13.2M +10% 9.28% 72.1% 26
FPB
3684
First PREMIER Bank
South Dakota
$145M +$2.45M +2% 4.47% 41.1% 265
KCMH
3685
Kontiki Capital Management (HK)
Hong Kong
$145M 12.6% 246% 4
AWMS
3686
Advocacy Wealth Management Services
Georgia
$145M -$105M -42% 0.08% 29.7% 306
SM
3687
Sabby Management
Florida
$145M +$23.2M +19% 0.38% 56.4% 163
PS
3688
Portfolio Strategies
New York
$145M 6.66% 99.7% 262
LSCM
3689
LaSalle Street Capital Management
Illinois
$145M +$9.09M +7% 4.78% 30.4% 108
AFS
3690
Access Financial Services
Minnesota
$145M +$14.2M +11% 3.73% 35.5% 77
PCM
3691
Puissance Capital Management
New York
$145M 62.5% 116% 4
NQWM
3692
Northwest Quadrant Wealth Management
Oregon
$145M +$11M +8% 3.66% 34.1% 59
MMPW
3693
Mitchell McLeod Pugh & Williams
Alabama
$145M +$8.96M +7% 7.31% 76.4% 176
LD
3694
Lipe & Dalton
New York
$145M +$2.44M +2% 7.53% 59.7% 79
LRIC
3695
Long Road Investment Counsel
Michigan
$145M +$4.16M +3% 5.47% 65.3% 74
EOCM
3696
Energy Opportunities Capital Management
Texas
$145M -$9.09M -6% 8.14% 211% 63
KAM
3697
Kavi Asset Management
New York
$145M -$11M -7% 7.27% 140% 44
WCM
3698
Wunderlich Capital Managemnt
Tennessee
$144M +$10.3M +8% 5.62% 33.6% 96
PC
3699
PhiloSmith Capital
Connecticut
$144M -$177K -0.1% 4.62% 96.6% 41
RC
3700
Raine Capital
New York
$144M -$1.8M -1% 4.44% 85.7% 16