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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BHWM
4201
Bay Harbor Wealth Management
Maryland
$278M +$16.8M +6% 5.31% 35.4% 186
ACM
4202
Arcataur Capital Management
Wisconsin
$278M +$15.5M +6% 7.14% – 99
FLI
4203
Family Legacy Inc
South Carolina
$278M +$16.2M +6% 9.51% 61% 119
BA
4204
Bard Associates
Illinois
$278M +$14.8M +6% 11% 145% 184
WP
4205
Westmount Partners
California
$278M +$33.1M +14% 10.7% – 219
CF
4206
Copperwynd Financial
Arizona
$278M +$26.4M +11% 10.5% 90% 150
PFA
4207
Pathway Financial Advisers
Indiana
$278M +$15.1M +6% 7.15% – 504
ZIMP
4208
Zimmermann Investment Management & Planning
Pennsylvania
$278M +$33.2M +14% 11% 31.6% 144
RCM
4209
Robinson Capital Management
Michigan
$277M -$3.36M -1% 1.84% 3.31% 252
SSC
4210
Syverson Strege & Co
Iowa
$277M +$19.6M +8% 6.96% 47.3% 75
VAG
4211
VisionPoint Advisory Group
Texas
$277M +$6.35M +2% 6.7% 53.4% 868
BE
4212
Bonness Enterprises
District of Columbia
$277M +$38.2M +16% 18.2% 83% 38
SC
4213
Stolper & Co
Oklahoma
$277M +$28.9M +12% 8.23% 53.5% 89
XXIP
4214
Xiamen Xinweidachuang Investment Partnership
China
$277M -$65.4M -19% 19.1% 29.2% 1
PXPO
4215
Peak XV Partners Operations
Mauritius
$277M -$70.6M -20% 22.3% – 3
LA
4216
LFL Advisers
Illinois
$277M +$47M +20% 12.1% 73.1% 11
CIC
4217
Concord Investment Counsel
California
$277M – – 16% – 53
PCM
4218
Princeton Capital Management
New Jersey
$277M +$28.8M +12% 18.8% 147% 112
NRCM
4219
Northern Right Capital Management
Connecticut
$277M +$28M +11% 11.7% 137% 37
PA
4220
PSI Advisors
Florida
$277M +$8.86M +3% 8.46% 49.7% 908
SC
4221
Sykon Capital
New York
$277M +$26M +10% 5.93% – 100
MWP
4222
Madison Wealth Partners
Wisconsin
$276M +$24.3M +10% 8.45% 56.7% 126
LC
4223
LCNB Corp
Ohio
$276M +$22.1M +9% 8.83% 57.6% 183
SP
4224
Sequent Planning
Nebraska
$276M – – 4.92% – 142
HP
4225
HT Partners
Connecticut
$276M +$25.3M +10% 8.43% 46.6% 52
167 168
169
170 171