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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AI
4076
AdvisorShares Investments
Maryland
$115M -$45.6M -28% 13.2% 67.7% 139
HFRG
4077
Houlihan Financial Resource Group
Virginia
$115M -$39.5M -26% 15.2% 40.5% 95
GGI
4078
GPM Growth Investors
Michigan
$115M -$22.9M -17% 15.3% – 42
AWM
4079
AllSquare Wealth Management
New York
$115M -$28.4M -20% 15.3% 43.2% 493
RPG
4080
Resource Planning Group
Georgia
$115M -$59.6M -34% 8.14% 1.9% 60
CHA
4081
Cooper/Haims Advisors
New York
$115M -$66.9M -37% 17.6% 42.9% 56
KCM
4082
Kempner Capital Management
Texas
$115M -$39.6M -26% 32.9% 36.1% 54
FRGX
4083
First Reserve GP XIII
Connecticut
$115M -$193M -63% 40.9% 56.1% 1
PCM
4084
Pathway Capital Management
California
$115M -$81.5M -42% 5.77% 679% 11
NSB
4085
Norway Savings Bank
Maine
$115M -$23M -17% 17.2% 64.5% 274
AU
4086
Algebris (UK)
United Kingdom
$115M -$12.9M -10% 28.3% 12.6% 40
CCM
4087
Cox Capital Management
Massachusetts
$115M +$4.75M +4% 19.5% 48.8% 185
NF
4088
Nikulski Financial
Iowa
$115M -$23.6M -17% 15.4% 71.7% 113
SIM
4089
Sterling Investment Management
Arizona
$115M -$36.1M -24% 10.6% 39.6% 73
BAM
4090
Baldrige Asset Management
Pennsylvania
$115M -$6.61M -5% 13.5% 43.5% 90
BU
4091
Brown University
Rhode Island
$115M -$69.1M -38% 30.6% 66.2% 14
FA
4092
Financial Advantage
Maryland
$114M -$31.4M -22% 19.7% 24.3% 112
LWM
4093
Liberty Wealth Management
California
$114M -$12.4M -10% 15.9% – 1,034
ACH
4094
Axis Capital Holdings
Bermuda
$114M -$21.5M -16% 19.9% 62.2% 3
GHP
4095
Great Hill Partners
Massachusetts
$114M -$73.7M -39% 54.3% 100% 2
NCM
4096
Next Capital Management
New York
$114M -$25.3M -18% 16% 67.4% 123
WU
4097
Wealthsimple US
New York
$114M -$11.9M -9% 8.73% – 37
SWMG
4098
Signature Wealth Management Group
Georgia
$114M -$44.6M -28% 18.2% – 87
SFG
4099
Sowa Financial Group
Rhode Island
$114M -$9.17M -7% 13.2% 52.5% 396
MI
4100
Moneywise Inc
Virginia
$114M -$19.3M -15% 20.1% 41.8% 47
162 163
164
165 166