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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
3826
Centric Wealth Management
Illinois
$302M +$30M +11% 11.8% 41.6% 169
CWA
3827
Cornerstone Wealth Advisors
Minnesota
$301M +$15.5M +5% 3.62% 36.5% 41
CA
3828
CHI Advisors
New York
$301M -$41.3M -12% 1.7% 78.5% 20
S
3829
SimplyRich
California
$301M +$26.4M +10% 10.1% 61.4% 179
MIC
3830
Meridian Investment Counsel
California
$301M +$25.2M +9% 8% 72.3% 231
MRCM
3831
Mill Road Capital Management
Connecticut
$301M -$3.43M -1% 2.56% 13.9% 29
KAM
3832
Knightsbridge Asset Management
California
$301M +$16.6M +6% 8.1% 106% 101
BWAM
3833
Boyd Watterson Asset Management
Ohio
$301M +$29.4M +11% 9.1% 79.2% 152
CYG
3834
Clean Yield Group
Vermont
$301M +$18M +6% 9.63% 41.3% 500
WPIC
3835
White Pine Investment Company
Michigan
$301M +$14.5M +5% 7.19% 61.3% 59
WA
3836
Winfield Associates
Ohio
$300M +$29.6M +11% 10.5% 77.6% 159
SWA
3837
Sutton Wealth Advisors
Florida
$300M +$29M +11% 10.9% 40.9% 1,715
NME
3838
Notis-McConarty Edward
$300M +$27M +10% 11.8% 73% 104
SFS
3839
Security Financial Services
Indiana
$300M 5.96% 47.4% 133
ARG
3840
Advisory Resource Group
Oklahoma
$300M +$28.3M +10% 5.85% 45% 165
TVAMP
3841
Tennessee Valley Asset Management Partners
Tennessee
$299M +$36.2M +14% 8.69% 51.2% 102
TCMG
3842
TSP Capital Management Group
New Jersey
$299M +$6.47M +2% 8.44% 109% 53
HIH
3843
HRS Investment Holdings
New York
$299M +$218M +271% 3.31% 21.5% 141
AA
3844
Ashford Advisors
New York
$299M +$26.3M +10% 10% 59.9% 12
FA
3845
Forefront Analytics
Pennsylvania
$299M +$24.5M +9% 3.7% 24.9% 68
UID
3846
Union Investments & Development
Israel
$299M 7.96% 17% 49
HC
3847
Hourglass Capital
Texas
$299M -$68.8M -19% 9.8% 64.7% 107
TF
3848
TLWM Financial
Texas
$299M +$35.4M +13% 5.74% 42.1% 71
MI
3849
M3F Inc
Utah
$298M -$7.22M -2% 3.89% 98.5% 53
FRA
3850
Frank Rimerman Advisors
California
$298M +$39.2M +15% 9.49% 116% 123