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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCM
4676
Beddow Capital Management
Wyoming
$215M +$9.65M +5% 2.71% 53.8% 58
SWM
4677
Sculati Wealth Management
Michigan
$215M +$19M +10% 11.4% 76.7% 106
TWM
4678
TSA Wealth Management
Texas
$215M – – 8.83% – 54
SI
4679
Shaker Investments
Ohio
$215M +$33.1M +18% 19% 135% 92
TPW
4680
Transatlantique Private Wealth
New York
$214M +$27.6M +15% 12% 73% 223
RCMF
4681
RK Capital Management (Florida)
Florida
$214M – – 0.57% – 69
WF
4682
Whelan Financial
California
$214M +$24.7M +13% 10.4% 39.3% 37
CPP
4683
Capasso Planning Partners
South Carolina
$214M +$27.4M +15% 8.99% 46.5% 108
MFG
4684
Monte Financial Group
Connecticut
$214M +$16.6M +8% 10.1% 50.4% 85
BIP
4685
Bouvel Investment Partners
Pennsylvania
$214M +$29.1M +16% 15.3% 128% 78
DFA
4686
DHJJ Financial Advisors
Illinois
$214M +$16.9M +9% 10.6% 50.3% 828
WOC
4687
West Oak Capital
California
$214M +$12.4M +6% 8.98% 87.7% 336
CSCSIM
4688
Clear Sky Carbon Solutions Investment Management
Texas
$214M +$21.9M +11% 10% – 61
PS
4689
Planned Solutions
California
$214M +$47.4M +28% 11.1% 49.6% 586
GFPC
4690
Global Financial Private Client
Florida
$214M +$20.1M +10% 10.2% 65.6% 711
CCM
4691
Campbell Capital Management
Florida
$214M – – 14.9% – 46
WA
4692
Waterford Advisors
New York
$213M +$34.7M +19% 8.93% – 54
TAM
4693
Tabor Asset Management
New York
$213M +$22.8M +12% 24.2% 287% 56
EFM
4694
Eley Financial Management
Vermont
$213M +$17.1M +9% 9.87% – 70
SFP
4695
Sandbox Financial Partners
Maryland
$213M +$23.9M +13% 11.6% 79.8% 98
CPW
4696
Catalyst Private Wealth
California
$213M +$43.8M +26% 27.7% 124% 82
EM
4697
Excalibur Management
Massachusetts
$213M +$20.6M +11% 11.2% 63.7% 165
KFA
4698
Kelleher Financial Advisors
New York
$213M +$17.8M +9% 10.3% 86.7% 110
SPA
4699
Sherbrooke Park Advisers
New York
$213M -$102M -32% 7.36% – 733
TSS
4700
Thomas Story & Son
Indiana
$213M +$7.73M +4% 13.1% 60.3% 53
186 187
188
189 190