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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GIA
3876
Gargoyle Investment Advisor
New Jersey
$139M -$40.8M -23% 4.48% 34.2% 145
CCM
3877
Colorado Capital Management
Colorado
$139M -$8.53M -6% 3.29% 41.9% 95
HJMC
3878
Hellman Jordan Management Company
Massachusetts
$139M +$14.3M +11% 10.4% 203% 57
WPA
3879
West Paces Advisors
Georgia
$139M +$5.2M +4% 4.69% 37.9% 485
SCM
3880
Sterneck Capital Management
Missouri
$139M -$5.68M -4% 5.45% 48.1% 108
NRCM
3881
Northern Right Capital Management
Connecticut
$139M -$808K -0.6% 7.64% 137% 21
FG
3882
FSI Group
Ohio
$139M +$12.4M +10% 1.03% 1.01% 50
OIMU
3883
Orbis Investment Management (US)
California
$138M +$6.18M +5% 6.58% 48.6% 25
SR
3884
Sloane Robinson
United Kingdom
$138M -$35M -20% 2.71% 175% 26
GWM
3885
Graybill Wealth Management
Illinois
$138M +$7.61M +6% 6.69% – 50
DACG
3886
Donor Advised Charitable Giving
California
$138M +$14.4M +12% 17.7% 885% 20
SIC
3887
Shoker Investment Counsel
Ohio
$138M +$3.59M +3% 4.28% 53.5% 107
HCM
3888
Hutner Capital Management
Vermont
$138M +$9.79M +8% 6.82% 48.7% 46
WIA
3889
Westbourne Investment Advisors
Maryland
$138M +$21.7M +19% 7.05% 99.9% 167
WPP
3890
Whalerock Point Partners
Rhode Island
$138M +$12.6M +10% 8.91% 96% 121
SIM
3891
Sterling Investment Management
Arizona
$138M +$8.79M +7% 6.49% 39.6% 62
MS
3892
Marshall & Sullivan
Washington
$138M +$29.5M +27% 5.66% 61% 87
RCA
3893
Restructuring Capital Associates
Connecticut
$137M -$2.26M -2% 2.12% 66.1% 15
PFC
3894
Personal Financial Consultants
California
$137M – – 2.28% – 40
AF
3895
AMG Funds
Connecticut
$137M -$20.3M -13% 3.98% 6.32% 113
PWA
3896
Peterson Wealth Advisors
Utah
$137M +$13.7M +11% 4.41% 40% 46
LRIA
3897
Leonard Rickey Investment Advisors
Washington
$137M +$4.65M +4% 2.44% 39.5% 70
FFG
3898
Ford Financial Group
California
$137M -$321K -0.2% 3.79% 47.7% 47
HIM
3899
Harbour Investment Management
Washington
$137M +$9.07M +7% 9.48% 63.6% 64
OA
3900
Opes Advisors
California
$137M +$326K +0.2% 3.55% – 51
154 155
156
157 158