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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
4001
Susquehanna Capital Management
Pennsylvania
$211M +$65.4M +45% 47.8% 85.4% 2
SIM
4002
Sentry Investment Management
Wisconsin
$211M -$10.6M -5% 4.15% 107% 540
FFA
4003
Fairfield Financial Advisors
Massachusetts
$211M -$5.42M -3% 1.74% – 329
FA
4004
Fiducient Advisors
Illinois
$211M -$55.6M -21% 5% 40.7% 85
P2P
4005
Phase 2 Partners
California
$211M +$16.1M +8% 3.54% 25.2% 35
OAJ
4006
Ogorek Anthony Joseph
New York
$210M -$7.1M -3% 4.3% 48.5% 223
NWA
4007
New World Advisors
Massachusetts
$210M +$24.8M +13% 8.45% 110% 67
MPW
4008
MGO Private Wealth
California
$210M – – 4.95% 42.9% 130
BAM
4009
Baldrige Asset Management
Pennsylvania
$210M -$8.2M -4% 5.13% 43.5% 316
RAM
4010
Roanoke Asset Management
New Jersey
$210M -$12.5M -6% 4.32% 50.3% 112
WA
4011
Wealthstar Advisors
Texas
$210M -$25.6M -11% 6.94% – 97
PWM
4012
PRW Wealth Management
Massachusetts
$210M +$39.9M +23% 3.24% 42.3% 111
KCMH
4013
Keywise Capital Management (HK)
Hong Kong
$210M +$93.4M +80% 2.75% 877% 20
ACM
4014
Anfield Capital Management
California
$210M -$11.2M -5% 5.06% 55% 94
VC
4015
Vision Capital
Ontario, Canada
$210M -$12.7M -6% 5.28% 15.4% 16
TGM
4016
Tenzing Global Management
California
$210M +$9.01M +4% 14.5% 204% 16
TWA
4017
TPB Wealth Advisors
Texas
$210M -$12.4M -6% 7.39% – 51
SCP
4018
Shorepoint Capital Partners
Massachusetts
$210M -$27M -11% 6.41% 29.7% 85
RC
4019
RV Capital
Switzerland
$210M -$12.5M -6% 5.32% 398% 6
CPWMP
4020
Cardinal Point Wealth Management Partners
California
$210M +$971K +0.5% 4.29% – 53
GCA
4021
Gradient Capital Advisors
California
$209M +$970K +0.5% 4.79% 57% 130
OCM
4022
Oakview Capital Management
Texas
$209M +$10.3M +5% 4.96% 20.1% 16
FG
4023
Foundry Group
Colorado
$209M -$11.8M -5% 35.1% – 4
CFA
4024
CWS Financial Advisors
Michigan
$209M -$9.79M -4% 3.06% 66.6% 164
ACM
4025
Avalon Capital Management
California
$209M -$35.4M -14% 2.63% 94.3% 65
159 160
161
162 163