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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PHAM
4526
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 6.14% 50.1% 104
BCM
4527
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 2.21% 53.8% 51
LCM
4528
Leisure Capital Management
California
$165M -$27.6M -14% 4.92% 68.6% 132
BKA
4529
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 5.73% 82.9% 58
CWM
4530
Castle Wealth Management
Florida
$165M -$7.04M -4% 5.11% 49.5% 776
SAM
4531
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 0.59% 128% 75
HCM
4532
HMS Capital Management
Tennessee
$165M -$6.31M -4% 2.79% 94.6% 130
HFS
4533
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 5.51% 29.8% 546
ITIM
4534
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 2.68% 78.2% 118
CPWA
4535
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 4.26% – 151
SCS
4536
Syquant Capital SAS
France
$165M +$75M +84% 16.2% 220% 50
SFS
4537
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 4.29% 83.8% 189
AZ
4538
Aquamarine Zurich
Switzerland
$164M – – 2.28% 112% 12
PK
4539
Pflug Koory
Nebraska
$164M -$9M -5% 5.12% – 481
HFRG
4540
Houlihan Financial Resource Group
Virginia
$164M – – 4.72% 40.5% 78
MSFP
4541
Mark Sheptoff Financial Planning
Connecticut
$164M -$9.74M -6% 3.77% 74.7% 404
PFT
4542
Providence First Trust
Arizona
$164M -$13.7M -8% 4.72% 37.8% 142
SI
4543
Saxon Interests
Texas
$164M -$1.02M -0.6% 4.19% 56.6% 162
PCM
4544
Pinnbrook Capital Management
New York
$164M +$86.3M +111% 3.42% 128% 68
SCM
4545
Solas Capital Management
Connecticut
$164M -$3.6M -2% 1.21% 50.3% 25
WI
4546
Wahed Invest
New York
$164M +$1.96M +1% 3.77% 93% 259
BDCM
4547
Black Diamond Capital Management
Connecticut
$164M -$20.4M -11% 13% 28.2% 12
GB
4548
Gunma Bank
Japan
$164M -$72.3M -31% 9.28% 10.7% 53
WE
4549
Wealth Effects
Massachusetts
$164M -$2.64M -2% 4.72% 151% 201
CP
4550
CPV Partners
Connecticut
$164M -$60.1M -27% 20.4% 24.1% 6
180 181
182
183 184