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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VSCP
4026
Vesey Street Capital Partners
New York
$253M +$105M +71% 71% 18.5% 1
RAM
4027
Roanoke Asset Management
New Jersey
$253M +$18.3M +8% 8.91% 50.3% 107
WFA
4028
Wade Financial Advisory
California
$252M +$14.3M +6% 5.09% 15.9% 78
SC
4029
Stephens Consulting
Michigan
$252M +$86.4M +52% 4.73% 44.1% 537
DA
4030
Dash Acquisitions
California
$252M +$36.4M +17% 10.8% 95.6% 51
LJHT
4031
Laurie J. Hall Trustee
$252M +$17.5M +7% 7.76% 82.5% 275
QFA
4032
Quattro Financial Advisors
Texas
$252M +$7.95M +3% 4.43% 61.1% 102
CM
4033
Columbus Macro
Pennsylvania
$252M -$17.4M -6% 1.72% 35.4% 186
AAMC
4034
Asset Allocation & Management Company
Illinois
$252M +$2.11M +0.8% 3.8% 43.9% 101
BWAM
4035
Boyd Watterson Asset Management
Ohio
$251M +$5.51M +2% 7.4% 79.2% 428
DMKJ
4036
David M. Knott Jr
$251M -$3.22M -1% 6.86% 149% 155
WAM
4037
Wakefield Asset Management
Colorado
$251M +$10.4M +4% 5.87% 106% 194
EFMC
4038
Empire Financial Management Company
New York
$251M +$5.79M +2% 5.54% – 201
TJHA
4039
Thomas J. Herzfeld Advisors
Florida
$251M +$3.89M +2% 4.75% 21% 357
BWP
4040
Bernardo Wealth Planning
Pennsylvania
$251M +$18M +8% 6.09% 46.7% 97
THL
4041
Tillman Hartley LLC
Colorado
$251M +$15.4M +7% 3.1% – 76
CWM
4042
Centric Wealth Management
Illinois
$251M +$20.3M +9% 5.52% 41.6% 125
NL
4043
Navalign LLC
California
$251M +$11.5M +5% 5.61% 46.7% 117
AWA
4044
Aquire Wealth Advisors
Utah
$251M +$22.1M +10% 4.17% 41.1% 40
CFG
4045
Carr Financial Group
Massachusetts
$251M +$23.6M +10% 4.47% – 184
PCA
4046
PL Capital Advisors
Florida
$250M -$33.1M -12% 7.6% 25.2% 40
CCM
4047
Carronade Capital Management
Connecticut
$250M +$9.27M +4% 2.72% 24.5% 27
SGH
4048
Sivik Global Healthcare
Connecticut
$250M +$17.6M +8% 7.43% 45.3% 48
WMA
4049
West Michigan Advisors
Michigan
$250M +$74.1M +42% 4.6% 45.8% 263
WCM
4050
WealthBridge Capital Management
Ohio
$250M -$859K -0.3% 7.38% 68.6% 202
160 161
162
163 164