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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CC
3801
Caldera Capital
Texas
$146M +$8.8M +6% 9.94% 84.1% 22
APSI
3802
Asset Planning Services Inc
Louisiana
$146M +$6.93M +5% 5.09% 103% 37
BI
3803
Ballast Inc
Kentucky
$146M +$17.4M +14% 5.68% 50.7% 98
HT
3804
Hefren-Tillotson
Pennsylvania
$146M -$76.7M -34% 2.78% 40% 27
SAM
3805
Sequent Asset Management
Texas
$146M +$2.52M +2% 0.41% 49% 56
CAM
3806
Chandler Asset Management
California
$146M +$32.1M +28% 2.69% 28% 20
OCM
3807
Orleans Capital Management
Louisiana
$146M +$7.2M +5% 7.19% 62.7% 91
MSFP
3808
Mark Sheptoff Financial Planning
Connecticut
$146M +$10.6M +8% 7.97% 74.7% 393
AFS
3809
Access Financial Services
Minnesota
$146M +$3.69M +3% 4.52% 35.5% 69
CCG
3810
Ceeto Capital Group
Florida
$146M +$12.2M +9% 9.46% 83.2% 133
PFS
3811
Physicians Financial Services
North Carolina
$145M +$12M +9% 10.1% 89.3% 109
PWS
3812
Peloton Wealth Strategists
Indiana
$145M +$7.28M +5% 8.74% 43% 65
CRCM
3813
Crystal Rock Capital Management
Illinois
$145M +$5.09M +4% 5.32% 194% 31
CHA
3814
Cooper/Haims Advisors
New York
$145M +$9.96M +7% 3.46% 42.9% 61
PAM
3815
Peninsula Asset Management
Florida
$145M +$7.37M +5% 6.63% 50.3% 45
RHI
3816
Richmond Hill Investments
New York
$145M +$9.89M +7% 5.6% 30.5% 7
GSC
3817
G&S Capital
Colorado
$145M +$14.2M +11% 6.91% 50.8% 225
HWA
3818
Heritage Way Advisors
Illinois
$145M +$8.12M +6% 6.17% 79.5% 62
PC
3819
Pecaut & Co
Iowa
$144M +$7.45M +5% 7.76% 68.1% 72
AIS
3820
Accurate Investment Solutions
Pennsylvania
$144M +$8.27M +6% 6.51% 6.73% 592
GTAM
3821
Global Trust Asset Management
Florida
$144M +$11.4M +9% 6.58% 72.7% 494
MAG
3822
Mokosak Advisory Group
Iowa
$144M +$8.14M +6% 3.09% 41.1% 13
RIM
3823
Reliant Investment Management
Tennessee
$144M +$10M +7% 8.26% 98.8% 58
PCC
3824
Park Circle Company
Maryland
$144M +$482K +0.3% 1.45% 54% 80
LFASL
3825
Lugano Financial Advisors SA (LFA)
Switzerland
$144M +$39.7M +38% 2.56% 31.2% 163