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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCM
4251
Bornite Capital Management
New York
$222M – – 10.7% 139% 28
TSA
4252
Tri-Star Advisors
Texas
$222M +$15.3M +7% 4.48% 3.07% 47
CA
4253
Claro Advisors
Massachusetts
$222M +$24.8M +13% 7.61% 76.1% 244
CCG
4254
Ceeto Capital Group
Florida
$222M +$17.2M +8% 7.5% 83.2% 150
SCM
4255
Sitrin Capital Management
California
$222M +$11.2M +5% 11.3% 105% 39
CWM
4256
Cedar Wealth Management
California
$222M +$20.9M +10% 6.71% 48.8% 274
HAC
4257
Harbor Advisory Corp
New Hampshire
$222M -$29.7M -12% 5.98% 41% 102
HCA
4258
Horan Capital Advisors
Ohio
$222M +$13.1M +6% 7.4% 26.6% 92
BWM
4259
BigSur Wealth Management
Florida
$222M +$26.7M +14% 8.06% 75.9% 140
HCM
4260
HMS Capital Management
Tennessee
$222M +$31M +16% 10.2% 94.6% 138
AIA
4261
Affinity Investment Advisors
California
$222M -$51.5M -19% 6.27% 103% 175
MWA
4262
MFA Wealth Advisors
Pennsylvania
$221M +$15.2M +7% 5.61% 47.8% 66
CPWM
4263
Cardinal Point Wealth Management
California
$221M +$22.9M +12% 4.21% – 42
TAM
4264
Tucker Asset Management
Colorado
$221M +$31.7M +17% 5.92% 24.5% 378
BFS
4265
Bickling Financial Services
Massachusetts
$221M +$22.5M +11% 7.1% – 142
CCM
4266
Campbell Capital Management
Florida
$221M +$4.21M +2% 8.17% – 66
AFG
4267
Allegheny Financial Group
Pennsylvania
$221M +$84.3M +62% 4.68% 75.2% 158
SST
4268
S Squared Technology
New York
$221M +$9.46M +4% 3.81% 160% 43
BMCM
4269
Bryn Mawr Capital Management
Pennsylvania
$221M +$16.9M +8% 5.81% 58.8% 105
SI
4270
SimpliFi Inc
California
$221M +$6.79M +3% 2.37% 21.1% 29
EM
4271
Excalibur Management
Massachusetts
$221M +$18M +9% 6% 63.7% 161
WIA
4272
Westbourne Investment Advisors
Maryland
$221M +$19.7M +10% 8.99% 99.9% 88
CW
4273
Cabot-Wellington
Massachusetts
$221M +$10.9M +5% 6% 57.8% 17
OWP
4274
Old Well Partners
North Carolina
$220M +$17.7M +9% 11% 93.1% 52
DSN
4275
D. Scott Neal
Kentucky
$220M -$2.64M -1% 6.03% 88% 52
169 170
171
172 173