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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KTM
4251
Keeler Thomas Management
Utah
$101M -$8.11M -7% 2.04% 43.5% 163
RAM
4252
RK Asset Management
Michigan
$101M -$17.8M -15% 3.92% – 18
PWM
4253
Paulson Wealth Management
Illinois
$100M -$13.4M -12% 1.42% 47.1% 633
PLU
4254
Performa Ltd (US)
South Carolina
$100M – – 1.64% 49.1% 2
MCP
4255
Martin Capital Partners
Oregon
$100M +$4.11M +4% 2.44% 23.1% 45
AWM
4256
Aevitas Wealth Management
Massachusetts
$100M -$5.31M -5% 1.9% 36.4% 492
TVWM
4257
Tower View Wealth Management
Wisconsin
$100M -$8.43M -8% 1.19% 110% 153
PM
4258
Penbrook Management
New York
$100M -$11.1M -10% 0.06% 84.4% 109
SCM
4259
Stumpf Capital Management
Arizona
$100M -$8.32M -8% 11% 44.5% 45
GCA
4260
Gradient Capital Advisors
California
$100M +$2.36M +2% 1.09% 57% 82
SCP
4261
Siena Capital Partners
Illinois
$99.9M +$4.43M +5% 5.56% 24.8% 31
JA
4262
JVL Associates
Michigan
$99.8M +$755K +0.8% 1.16% 61.5% 38
WCM
4263
Washington Capital Management
Washington
$99.6M -$268K -0.3% 0.04% 51.4% 110
LC
4264
Landaas & Company
Wisconsin
$99.2M -$16.7M -14% 2.09% 50.2% 360
FCM
4265
Fairbanks Capital Management
California
$99.1M -$9.73M -9% 3.31% 93.3% 32
SWMG
4266
Sanchez Wealth Management Group
Florida
$99M +$2.16M +2% 0.68% 47% 26
PP
4267
PDS Planning
Ohio
$99M +$228K +0.2% 2.02% 45.6% 79
GC
4268
Gruss & Co
Florida
$98.9M -$3.37M -3% 2.66% 172% 39
PFM
4269
Probabilities Fund Management
New York
$98.8M +$29.2M +42% 4.47% – 43
RPC
4270
Rossmore Private Capital
Connecticut
$98.8M -$461K -0.5% 0.27% 61.8% 462
EIP
4271
Edgbaston Investment Partners
$98.8M -$8M -7% 10.9% 4.67% 2
SCM
4272
Signia Capital Management
Washington
$98.5M +$4.35M +5% 3.63% 26.8% 32
KIA
4273
Kopp Investment Advisors
Minnesota
$98.4M -$1.48M -1% 11.3% 109% 69
SMG
4274
Smart Money Group
Texas
$98.3M +$34.1M +53% 1.61% 39.7% 58
TBNY
4275
Trustco Bank (New York)
New York
$98.3M +$1.32M +1% 4.36% 71.2% 69
169 170
171
172 173