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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ESB
3851
Essex Savings Bank
Connecticut
$224M +$19.9M +10% 12.8% 64.9% 198
QPWM
3852
Quadrant Private Wealth Management
Pennsylvania
$224M +$25.2M +13% 16.2% – 186
IF
3853
Intrua Financial
Texas
$224M +$20M +10% 14.5% 53.4% 216
S
3854
SimplyRich
California
$224M +$24.3M +12% 12.5% 61.4% 160
RWI
3855
Red Wave Investments
Pennsylvania
$224M – – 10.4% 47.8% 80
DC
3856
DPM Capital
Florida
$224M +$57.8M +35% 33.4% 110% 9
MUAMU
3857
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$223M +$19.6M +10% 16.9% 99.5% 87
WCM
3858
Weik Capital Management
Pennsylvania
$223M +$18.4M +9% 12.8% 72.2% 112
TA
3859
TRB Advisors
New York
$223M -$30.2M -12% 7.73% 76.3% 14
WEO
3860
William E. Oberndorf
$223M +$41.6M +23% 29.4% 107% 10
SEM
3861
Strategic Equity Management
Arizona
$223M – – 9.52% 48.3% 28
NNPTE
3862
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$223M +$39M +21% 48% 288% 12
NIM
3863
Nicollet Investment Management
Minnesota
$223M +$25.2M +13% 12.8% 97.6% 65
MLFP
3864
MPS Loria Financial Planners
Illinois
$223M +$29.3M +15% 16.3% 55.4% 650
LWA
3865
LWS Wealth Advisors
New Jersey
$222M +$18.9M +9% 9.85% 8.87% 60
GA
3866
Gagnon Advisors
New York
$222M +$61.1M +38% 42.5% 115% 31
RCM
3867
Riverpark Capital Management
New York
$222M +$32.9M +17% 20.3% 141% 56
UCI
3868
Uncommon Cents Investing
Wisconsin
$222M +$26.1M +13% 13% 56.6% 126
SPP
3869
Single Point Partners
Massachusetts
$222M +$33.8M +18% 13.7% 46.2% 80
MFT
3870
Moisand Fitzgerald Tamayo
Florida
$222M +$28.6M +15% 14.9% 35.1% 394
RFN
3871
RDA Financial Network
Iowa
$222M +$1.1M +0.5% 12% 72.7% 250
BG
3872
Berry Group
Massachusetts
$222M +$35.5M +19% 15.1% – 118
SBF
3873
Sara-Bay Financial
Florida
$222M +$37.5M +20% 31% 185% 79
FWC
3874
First Washington Corp
Washington
$221M +$55.2M +33% 27.4% 80.4% 75
KCP
3875
KDI Capital Partners
North Carolina
$221M +$20.6M +10% 9.8% 77.1% 32
153 154
155
156 157