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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BMC
4901
Beaton Management Company
Massachusetts
$135M +$14.2M +12% 12.8% 76.1% 129
HWC
4902
Hill Winds Capital
New York
$135M +$9.74M +8% 14.3% 8.56% 44
SMP
4903
Santa Monica Partners
Florida
$135M +$23.5M +21% 21.7% 106% 25
LBA
4904
Lowell Blake & Associates
Massachusetts
$135M +$11.1M +9% 12.3% 44.2% 51
ACM
4905
Alcosta Capital Management
California
$135M – – 18.5% 222% 29
SH
4906
Svenska Handelsbanken
Sweden
$135M +$30.1M +29% 16.3% – 48
WFWM
4907
Wechter Feldman Wealth Management
New Jersey
$135M +$7.74M +6% 8.12% 53.8% 26
FCMV
4908
Foresite Capital Management V
California
$135M – – 28.2% 66.8% 12
CBT
4909
CoreFirst Bank & Trust
Kansas
$135M – – 12.9% 48.5% 427
IRAG
4910
Investment Research & Advisory Group
Georgia
$135M +$14.3M +12% 13% 97.2% 166
OPWM
4911
Oxinas Partners Wealth Management
Indiana
$135M – – 15.4% 74.6% 117
IPW
4912
IronBridge Private Wealth
Texas
$135M – – 17.1% 73.6% 243
TFA
4913
TPG Financial Advisors
Oregon
$135M +$17.6M +15% 10.7% – 37
OCM
4914
Orion Capital Management
California
$135M – – 13.9% 72.7% 296
RIA
4915
Recurrent Investment Advisors
Texas
$135M +$40.7M +43% 31.9% 68.9% 44
FS
4916
Ferguson Shapiro
Georgia
$135M -$11.3M -8% 12.6% 26.1% 36
IF
4917
Insight Folios
North Carolina
$135M +$26.7M +25% 21.4% 32.9% 40
LIA
4918
Luken Investment Analytics
Tennessee
$135M – – 11.7% – 109
FMB
4919
Field & Main Bank
Kentucky
$134M +$4.93M +4% 12.3% 94.5% 205
VIA
4920
Vantis Investment Advisers
Florida
$134M -$76.3M -36% 7.85% 39.9% 28
KFI
4921
Key Financial Inc
Pennsylvania
$134M +$36.9M +38% 14.7% 47.7% 755
NCM
4922
Northwest Capital Management
Oregon
$134M +$13.5M +11% 9.32% 47.6% 67
AC
4923
AlphaCore Capital
California
$134M +$23.9M +22% 15.7% 62.5% 63
WC
4924
Westhampton Capital
North Carolina
$134M +$11.7M +10% 13.4% 72.2% 105
QC
4925
Quaero Capital
Switzerland
$134M – – 45.5% 61.7% 51
195 196
197
198 199