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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SCA
3826
Stuart Chaussee & Associates
California
$131M -$26.7M -17% 6.97% 41% 142
MMHP
3827
Murphy Middleton Hinkle & Parker
Georgia
$131M -$10.6M -7% 7.8% 46.8% 128
MWM
3828
Mascoma Wealth Management
New Hampshire
$131M -$20.5M -14% 8.24% 33.2% 417
LRIC
3829
Long Road Investment Counsel
Michigan
$131M -$19.7M -13% 9.69% 65.3% 71
CAN
3830
Claraphi Advisory Network
United States
$131M -$48.5M -27% 14.4% 88.3% 292
JAM
3831
Jolley Asset Management
North Carolina
$130M -$18.7M -13% 8.94% 3.46% 67
MWA
3832
Meridian Wealth Advisors
Texas
$130M 14.5% 67.2% 462
BI
3833
Ballast Inc
Kentucky
$130M -$15.9M -11% 11.1% 50.7% 101
QI
3834
Qtron Investments
Massachusetts
$130M 8.3% 114% 177
HFS
3835
Howard Financial Services
Texas
$130M 12.3% 40.7% 95
IDBONY
3836
Israel Discount Bank of New York
New York
$130M -$22.8M -15% 10.5% 37.6% 461
PIC
3837
Portland Investment Counsel
Ontario, Canada
$130M +$32.3M +33% 19.7% 61.4% 39
SC
3838
Sagil Capital
United Kingdom
$130M +$31.4M +32% 5.12% 35.3% 27
EVC
3839
Eidelman Virant Capital
Missouri
$130M -$67.9M -34% 21% 45.7% 140
VIG
3840
Vienna Insurance Group
Poland
$130M -$20.1M -13% 8.74% 85.8% 70
WFG
3841
Wills Financial Group
Virginia
$130M -$21.4M -14% 9.01% 43.8% 70
CWM
3842
Concentric Wealth Management
California
$130M -$12.6M -9% 11.2% 33.5% 94
HWA
3843
Heritage Way Advisors
Illinois
$130M -$14.6M -10% 11% 79.5% 64
WCM
3844
Wunderlich Capital Managemnt
Tennessee
$130M -$10.9M -8% 11.1% 33.6% 103
SWM
3845
Shakespeare Wealth Management
Wisconsin
$130M +$123K +0.1% 12.3% 35.2% 45
TI
3846
Tidal Investments
Wisconsin
$130M 13% 126% 92
PIA
3847
Peachtree Investment Advisors
Georgia
$130M -$16.9M -12% 12.2% 24.2% 81
AB
3848
Atlas Brown
Kentucky
$130M -$33.2M -20% 12% 77.1% 149
WPA
3849
West Paces Advisors
Georgia
$130M -$9.29M -7% 9.63% 37.9% 487
SPL
3850
Smart Portfolios LLC
Washington
$130M -$32.1M -20% 8.03% 226