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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SM
4051
Soapstone Management
Maryland
$225M -$7.55M -3% 19.6% 50.4% 21
UWPG
4052
Ullmann Wealth Partners Group
Florida
$225M +$24.7M +12% 6.8% 53.6% 85
AF
4053
Affiance Financial
Minnesota
$224M +$32.4M +17% 4.88% 46.3% 156
MWP
4054
MYCIO Wealth Partners
Pennsylvania
$224M +$40.5M +22% 3.01% 49% 44
SC
4055
Searle & Co
Connecticut
$224M +$16.2M +8% 7.09% 62.1% 145
AP
4056
AtonRa Partners
Switzerland
$224M +$20.4M +10% 7.96% 48.4% 140
ACG
4057
Aventail Capital Group
New York
$224M +$32M +17% 16.8% 113% 87
JPLA
4058
Joseph P. Lucia & Associates
New York
$224M +$80.9M +56% 2.61% 60.4% 643
NC
4059
Nokomis Capital
Texas
$224M +$12M +6% 19.6% 97% 50
MC
4060
Miramar Capital
Illinois
$224M -$450K -0.2% 6.93% 43.5% 72
ETI
4061
Enterprise Trust & Investment
California
$224M +$11.7M +5% 7.78% 58.6% 187
AP
4062
Adero Partners
California
$224M +$107M +92% 4.83% 27.7% 119
ISSM
4063
Invesco Senior Secured Management
New York
$223M +$52.4M +31% 17.6% 2.99% 16
AXA
4064
Accel XI Associates
California
$223M -$24M -10% 0.42% 3
DSN
4065
D. Scott Neal
Kentucky
$223M +$18.5M +9% 4.29% 88% 53
SCA
4066
Sage Capital Advisors
South Dakota
$223M +$20.2M +10% 7.41% 63% 108
RCM
4067
Riverpark Capital Management
New York
$223M +$874K +0.4% 2.48% 141% 57
MAG
4068
Mokosak Advisory Group
Iowa
$223M +$13.7M +7% 6.91% 41.1% 23
HIM
4069
Hotaling Investment Management
Pennsylvania
$223M +$8.39M +4% 5.91% 52.7% 126
VCM
4070
Voce Capital Management
California
$223M +$28.4M +15% 17.1% 69.2% 12
HFS
4071
Howard Financial Services
Texas
$223M +$32.9M +17% 7.38% 40.7% 130
AWM
4072
Aries Wealth Management
Maine
$223M +$22.5M +11% 5.08% 64.1% 181
CF
4073
Copperwynd Financial
Arizona
$223M +$15.3M +7% 10.8% 90% 127
RH
4074
RenaissanceRe Holdings
Bermuda
$222M -$194M -47% 15.3% 53.2% 6
HIS
4075
Harvest Investment Services
Illinois
$222M +$27.7M +14% 11.8% 188% 273