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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CAAS
3826
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 1.88% 41.4% 118
BC
3827
Birchview Capital
Vermont
$150M -$14.4M -9% 2.44% 103% 55
JAM
3828
JLP Asset Management
New York
$150M -$2.76M -2% 6.95% 16.1% 31
AWMS
3829
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 0.49% 29.7% 192
AF
3830
Aldebaran Financial
$150M +$5.07M +4% 1.82% 69.8% 96
AIM
3831
Aspen Investment Management
Michigan
$150M -$2.21M -1% 0.8% 57.9% 136
SC
3832
Scholtz & Company
Connecticut
$150M -$4.69M -3% 3.26% 111% 64
SFC
3833
SYM Financial Corp
Indiana
$150M -$6.15M -4% 1.71% 41.3% 76
1NWS
3834
1 North Wealth Services
Maryland
$150M 2.3% 355
UTC
3835
Unified Trust Company
Kentucky
$150M +$5.88M +4% 2.21% 69.8% 60
BT
3836
Brandywine Trust
Delaware
$149M +$7.93M +6% 3.04% 23% 42
MS
3837
Mizuho Securities
Japan
$149M +$72.5M +94% 1.72% 192% 181
CA
3838
Continuum Advisory
Idaho
$149M +$3.78M +3% 0.99% 55.9% 136
CAM
3839
Crown Advisors Management
California
$149M +$4.93M +3% 3.24% 185% 55
AFA
3840
Alta Fundamental Advisers
New York
$149M -$4.17M -3% 2.6% 104% 21
CWM
3841
Cedar Wealth Management
California
$149M -$5.27M -3% 2.64% 48.8% 177
CGI
3842
Cougar Global Investments
Ontario, Canada
$149M +$1.64M +1% 0.36% 17.4% 19
PCM
3843
Peak Capital Management
Colorado
$149M +$2.52M +2% 2.91% 9.52% 24
PSC
3844
Prentiss Smith & Co
Vermont
$149M -$4.09M -3% 0.53% 50.7% 64
NCM
3845
Next Capital Management
New York
$149M -$40K -0% 0.15% 67.4% 915
DCM
3846
Delta Capital Management
New Jersey
$149M -$9.62M -6% 0.87% 50.3% 65
SCM
3847
Springhouse Capital Management
Connecticut
$149M -$28.6M -16% 3.12% 50.3% 21
OWM
3848
Opes Wealth Management
California
$149M +$2.45M +2% 0.66% 53.4% 53
HBWM
3849
Hollow Brook Wealth Management
New York
$149M +$38.5M +35% 1.53% 83.4% 57
MCP
3850
Martin Capital Partners
Oregon
$149M +$7.23M +5% 2.07% 23.1% 56