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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WA
3826
Wambolt & Associates
Colorado
$306M +$30.3M +11% 9.88% 62.2% 253
TA
3827
Teton Advisors
New York
$306M -$17.1M -5% 13.3% 69.4% 244
WCM
3828
Windsor Capital Management
Arizona
$306M +$16.8M +6% 8.45% 37.7% 115
MC
3829
Muhlenkamp & Co
Pennsylvania
$306M +$16M +6% 10.1% – 32
PB
3830
Pinnacle Bancorp
Nebraska
$305M +$24.1M +9% 8.61% 63% 834
BRA
3831
Biechele Royce Advisors
Indiana
$305M +$34.2M +13% 10.9% 39.2% 67
LWAM
3832
Legacy Wealth Asset Management
Minnesota
$305M +$32.3M +12% 11.2% 75.5% 351
BI
3833
Bulldog Investors
New Jersey
$304M +$16.3M +6% 4.33% 28.5% 231
CPA
3834
Court Place Advisors
Maryland
$304M +$22.7M +8% 10.8% 72.3% 168
HGERS
3835
Householder Group Estate & Retirement Specialist
Arizona
$304M +$26.7M +10% 10.5% – 1,389
FC
3836
Financial Consulate
Maryland
$304M +$77.6M +34% 9.37% 44.1% 40
MAM
3837
Milestone Asset Management
Pennsylvania
$304M +$18.1M +6% 4.55% – 101
CWM
3838
Centric Wealth Management
Illinois
$304M +$64.2M +27% 6.14% 41.6% 167
RMC
3839
Regis Management Company
California
$304M +$10.9M +4% 9.56% 5.33% 41
WG
3840
Watchman Group
Texas
$303M +$68M +29% 10.1% 52% 81
FIM
3841
Fernwood Investment Management
Massachusetts
$303M +$25.1M +9% 11.9% 83.3% 200
KMWM
3842
Keudell/Morrison Wealth Management
Oregon
$303M -$25M -8% 9.9% 42.6% 197
CPG
3843
Cornerstone Planning Group
New Jersey
$303M +$40.4M +15% 9.78% – 1,248
BL
3844
BWCP LP
Texas
$303M +$24.6M +9% 18.6% 232% 25
VM
3845
Venator Management
Pennsylvania
$303M +$31.9M +12% 14.5% 155% 32
SPC
3846
Stony Point Capital
New York
$303M +$8.37M +3% 21.8% 184% 29
TWG
3847
The Wealth Group
Minnesota
$303M – – 10.4% – 60
KFP
3848
Keystone Financial Planning
Ohio
$303M +$16.4M +6% 6.71% 13.4% 49
KS
3849
Karpas Strategies
Connecticut
$302M +$30.1M +11% 11.6% 16.1% 121
BCP
3850
Berkeley Capital Partners
Georgia
$302M +$25.4M +9% 10.1% 45.8% 159
152 153
154
155 156