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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SV
4926
Sturgeon Ventures
United Kingdom
$99.3M +$3.72M +4% 13.8% 85.6% 36
CNFG
4927
Creegan & Nassoura Financial Group
New Hampshire
$99.3M – – 6.92% 48.6% 70
LCH
4928
Lee Capital Holdings
New York
$99.2M +$5.72M +6% 7.03% 35% 60
KFA
4929
Kelleher Financial Advisors
New York
$99.2M +$17.2M +21% 9.55% 86.7% 104
DTC
4930
Davidson Trust Company
Washington
$99.2M – – 7.77% 52.3% 100
SAM
4931
Stewart Asset Management
New York
$99.1M – – 13.2% 42.5% 44
BOM
4932
Bank of Marin
California
$99M – – 8.18% 71.7% 117
EPWM
4933
Essex Private Wealth Management
Massachusetts
$98.8M – – 6.84% 29.3% 58
FBCM
4934
Fort Baker Capital Management
California
$98.8M +$5.64M +6% 19.9% 31.3% 29
CC
4935
Copperleaf Capital
North Carolina
$98.6M – – 5.12% 73.4% 47
WCM
4936
Waterstone Capital Management
Minnesota
$98.6M +$55M +126% 6.16% 23.4% 8
SNBOSD
4937
Security National Bank of So Dak
Iowa
$98.5M +$12.6M +15% 7.8% – 84
CCI
4938
Credit Capital Investments
New Jersey
$98.5M +$14.4M +17% 18.5% 60.1% 45
EP
4939
EPIQ Partners
Minnesota
$98.5M – – 8.12% 33.9% 64
PHAM
4940
Portland Hill Asset Management
United Kingdom
$98.4M -$26.9M -21% 12.1% 30.2% 23
CRIG
4941
Charter Research & Investment Group
Connecticut
$98.4M +$6.04M +7% 8.48% 54.7% 80
BCM
4942
Billings Capital Management
Virginia
$98.3M +$4.37M +5% 4.77% – 7
BFP
4943
Briaud Financial Planning
Texas
$98.3M – – 3.81% 53.6% 25
SCC
4944
Steel Canyon Capital
Arizona
$98.2M -$26.9M -21% 8.74% 57.5% 25
DFG
4945
DWM Financial Group
Illinois
$98.2M – – 3.97% – 31
CPI
4946
Crestview Partners II
New York
$98.1M +$27.3M +39% 44.6% 148% 2
EECFV
4947
EnCap Energy Capital Fund VIII
Texas
$98.1M +$12.5M +15% 31.5% 20.2% 2
LM
4948
Lansing Management
New York
$98.1M +$1.14M +1% 10.6% 115% 9
CWM
4949
Capital Wealth Management
Rhode Island
$98M +$4.45M +5% 6.33% 37.1% 38
BIG
4950
Boothe Investment Group
Delaware
$97.9M +$2.92M +3% 6.63% 43.5% 26
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