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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CSC
4751
Caldwell Sutter Capital
California
$181M -$10.1M -5% 2.71% – 909
1CP
4752
11 Capital Partners
Connecticut
$181M +$3.56M +2% 3.42% 62.9% 19
LFP
4753
Leeward Financial Partners
Washington
$181M +$6.74M +4% 3.3% 76% 87
LW
4754
Libra Wealth
California
$181M -$2.51M -1% 3.58% 44.5% 52
7CM
4755
7G Capital Management
New York
$181M -$13.4M -7% 6.46% 105% 9
EP
4756
Essential Planning
New Hampshire
$181M +$5.18M +3% 2.77% 30.1% 64
CSWM
4757
Cassady Schiller Wealth Management
Ohio
$180M -$3.46M -2% 3.54% 21.7% 488
TCMP
4758
Thrive Capital Management (Pennsylvania)
Pennsylvania
$180M +$5.09M +3% 3.63% 40.5% 149
SFCM
4759
Savoir Faire Capital Management
Connecticut
$180M – – 9.22% – 48
NC
4760
Nucleo Capital
Brazil
$180M -$28.6M -14% 14.8% – 3
NL
4761
NKCFO LLC
Illinois
$180M -$36.9M -17% 0.5% 131% 98
NC
4762
Nixon Capital
Texas
$180M -$12.4M -6% 2.23% 120% 28
OGF
4763
Orin Green Financial
California
$180M -$11.2M -6% 4.28% 41.3% 80
FCMI
4764
Foresite Capital Management IV
California
$180M -$23.4M -11% 6.79% 1.86% 7
WA
4765
Wilshire Advisors
California
$180M -$8.65M -5% 3.87% 27.2% 10
WW
4766
Westshore Wealth
California
$180M -$15.7M -8% 5.28% 44% 110
SWM
4767
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 3.5% 17.1% 65
TFCM
4768
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 8.04% 108% 92
3CP
4769
3G Capital Partners
New York
$180M +$80.9M +82% 9.79% 269% 16
ODFS
4770
O'Donnell Financial Services
California
$180M +$14.3M +9% 1.1% 48.9% 31
GAAM
4771
Guinness Atkinson Asset Management
California
$180M -$9.05M -5% 1.87% 116% 109
FPWM
4772
FSB Premier Wealth Management
Iowa
$180M -$4.49M -2% 3.2% 41.5% 162
FGI
4773
Foresight Global Investors
New York
$180M -$5.62M -3% 3.34% – 47
MCM
4774
Maytus Capital Management
New York
$180M -$23.5M -12% 0.08% 317% 60
RPCONE
4775
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 3.25% 90.2% 239
189 190
191
192 193