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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
4501
MTC Wealth Management
Florida
$207M +$12.5M +6% 1.58% 22.2% 13
ROC
4502
Robertson Opportunity Capital
Texas
$207M +$16.1M +8% 11.4% 122% 24
BC
4503
Beaconlight Capital
New York
$207M +$19.8M +11% 10.7% 149% 31
MPW
4504
Monterey Private Wealth
California
$206M +$11.7M +6% 7.34% 29.8% 111
SWA
4505
Sutton Wealth Advisors
Florida
$206M +$19.1M +10% 7.64% 40.9% 876
EC
4506
EdgeRock Capital
Colorado
$206M +$11.5M +6% 7.14% 60.8% 69
CIM
4507
Corbyn Investment Management
Maryland
$206M -$43.2M -17% 4.3% 54.2% 66
QAM
4508
Q3 Asset Management
Michigan
$206M +$86.5M +72% 12.4% 119% 72
SRA
4509
Summit Rock Advisors
New York
$206M +$52.6M +34% 7.62% 86% 4
FCB
4510
First County Bank
Connecticut
$206M +$2.12M +1% 4.09% – 176
WOC
4511
West Oak Capital
California
$206M +$8.44M +4% 7.48% 87.7% 333
ACA
4512
Aspire Capital Advisors
Washington
$206M +$15.3M +8% 6.97% 55.7% 63
TAM
4513
Tealwood Asset Management
Minnesota
$206M +$9.41M +5% 6.76% 66.7% 137
AC
4514
ASB Consultores
Florida
$206M -$43M -17% 5.45% 64.7% 212
BHA
4515
Beech Hill Advisors
New York
$206M +$7.2M +4% 8.68% 93.8% 89
KCM
4516
Kaye Capital Management
California
$206M +$9.47M +5% 4.98% – 32
ACM
4517
Atalaya Capital Management
New York
$206M -$108M -34% 7.79% 10.8% 231
SBF
4518
Sara-Bay Financial
Florida
$206M +$9.19M +5% 9.79% 185% 86
JA
4519
JVL Associates
Michigan
$206M +$16.2M +9% 8.24% 61.5% 37
WLPWM
4520
Walled Lake Planning & Wealth Management
Illinois
$206M +$14.6M +8% 5.02% 52.5% 105
AJ
4521
Ashburton (Jersey)
Jersey
$205M -$9.41M -4% 10.5% – 60
PSC
4522
Patient Square Capital
California
$205M +$81M +65% 24.7% – 2
BOCM
4523
Bontempo Ohly Capital Management
Maryland
$205M +$4.41M +2% 2.24% 43.7% 38
EFM
4524
Eley Financial Management
Vermont
$205M +$11.8M +6% 6.83% – 71
AF
4525
Affiance Financial
Minnesota
$205M +$16.3M +9% 5.8% 46.3% 101
179 180
181
182 183