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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWMA
4526
Heritage Wealth Management (Arizona)
Arizona
$178M – – 5.76% – 725
MIM
4527
MTM Investment Management
South Carolina
$177M +$15.6M +10% 8.81% 68.9% 268
BSA
4528
Bull Street Advisors
Georgia
$177M +$11.4M +7% 4.42% 35.1% 93
FIG
4529
FundX Investment Group
California
$177M -$62.4M -26% 3.74% 94.6% 49
PIN
4530
Prudent Investors Network
California
$177M +$12.4M +8% 2.9% – 27
USPCM
4531
Union Square Park Capital Management
New York
$177M +$44.5M +34% 20.7% 19% 118
TC
4532
Truvestments Capital
Florida
$177M +$32.9M +23% 8.53% 70.8% 702
KSCM
4533
Kamunting Street Capital Management
Florida
$177M +$1.75M +1% 2.02% 1.15% 126
SCA
4534
Sassicaia Capital Advisers
New York
$177M +$129M +266% 19% 2,407% 87
V
4535
ValueWorks
New York
$177M +$19.9M +13% 29.2% 110% 33
CFGF
4536
Compass Financial Group (Florida)
Florida
$177M +$10.5M +6% 4.28% 32.9% 30
WC
4537
Weil Company
California
$176M +$9.34M +6% 10.6% 58.9% 157
PWC
4538
PYA Waltman Capital
Tennessee
$176M +$8.42M +5% 3.86% 73.5% 57
WWA
4539
WC Walker & Associates
California
$176M +$2.28M +1% 4.81% – 66
SEP
4540
Southland Equity Partners
Missouri
$176M +$27.8M +19% 3.28% 48.4% 152
SR
4541
Swiss Re
Switzerland
$176M +$19.1M +12% 6.86% 8.79% 3
LF
4542
Lantz Financial
Illinois
$176M +$15.5M +10% 6.93% 54.1% 138
MC
4543
Muzinich & Co
New York
$176M +$438K +0.2% 10.5% 10.7% 59
PIM
4544
Profit Investment Management
Maryland
$176M +$19.7M +13% 13.1% 84.6% 93
CWA
4545
Clarity Wealth Advisors
California
$175M +$10.4M +6% 4.09% 78.7% 61
CP
4546
CPV Partners
Connecticut
$175M +$793K +0.5% 16.7% 24.1% 4
MHR
4547
Matthew Hamilton Rosenberg
$175M +$15M +9% 4.96% 38.7% 563
WW
4548
Westshore Wealth
California
$175M – – 5.02% 44% 142
GSEP
4549
Golden State Equity Partners
California
$175M +$30.2M +21% 6.47% – 232
GB
4550
Gunma Bank
Japan
$175M +$65.5M +60% 6.72% 10.7% 39
180 181
182
183 184