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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NCM
4201
Neumann Capital Management
California
$223M +$110K +0% 0.31% 70.8% 88
WFG
4202
Wills Financial Group
Virginia
$223M -$8.04M -3% 2.11% 43.8% 72
SI
4203
SimpliFi Inc
California
$223M +$1.83M +0.8% 0.73% 21.1% 27
BWM
4204
BigSur Wealth Management
Florida
$223M +$1.04M +0.5% 0.99% 75.9% 127
AA
4205
Auxano Advisors
Washington
$223M +$3.76M +2% 0.89% 81.3% 70
WIC
4206
WealthBridge Investment Counsel
Alberta, Canada
$223M -$3.35M -1% 1.6% 62% 39
SCP
4207
Shorepoint Capital Partners
Massachusetts
$223M – – 1.62% 29.7% 78
HRC
4208
Hoertkorn Richard Charles
$222M -$986K -0.4% 0.57% 92.1% 82
WCA
4209
Windsor Creek Advisors
Vermont
$222M -$44.2M -17% 3.4% 30.4% 168
FLI
4210
Family Legacy Inc
South Carolina
$222M -$1.92M -0.9% 1.14% 61% 110
T
4211
Tinicum
New York
$222M -$6.22M -3% 2.66% 21.1% 2
SC
4212
Schulhoff & Co
Ohio
$222M -$5.02M -2% 0.95% 30.1% 123
MCP
4213
Maso Capital Partners
Hong Kong
$222M -$82.5M -27% 4.41% 8.7% 64
AAG
4214
Avalon Advisory Group
Pennsylvania
$222M +$5.2M +2% 0.52% 33.5% 10
RCM
4215
Rings Capital Management
Illinois
$222M -$1.24M -0.6% 1.34% 109% 8
AFS
4216
Access Financial Services
Minnesota
$222M +$6.64M +3% 0.74% 35.5% 120
AIA
4217
AIMZ Investment Advisors
California
$222M -$1.44M -0.6% 1.88% 66.7% 116
SM
4218
Salzhauer Michael
$221M +$18.9M +9% 1.28% 34.9% 120
GAMC
4219
Garner Asset Management Corp
Texas
$221M +$6.61M +3% 2.45% 62.2% 173
PCM
4220
Pinz Capital Management
New York
$221M -$111M -33% 2.22% 201% 512
WVP
4221
Worth Venture Partners
New Jersey
$221M -$46.8M -17% 2.81% 92.1% 151
BSG
4222
Black Swift Group
Colorado
$221M +$15.3M +7% 0.89% 109% 111
MSCM
4223
McElhenny Sheffield Capital Management
Texas
$221M – – 0.03% 91.7% 117
BO
4224
Bank OZK
Arkansas
$221M -$4.97M -2% 0.13% 76.2% 128
CPFP
4225
Clear Perspectives Financial Planning
Ohio
$221M +$13.6M +7% 0.05% – 233
167 168
169
170 171