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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BAM
5126
Bellevue Asset Management
Washington
$129M -$9.79M -7% 5.05% 68% 517
HI
5127
Harrington Investments
California
$129M -$5.91M -4% 2.43% 75.7% 78
CJFS
5128
Coulter & Justus Financial Services
Tennessee
$129M +$4.21M +3% 6.63% 50
AFA
5129
AllGen Financial Advisors
Florida
$128M +$6.82M +6% 5.53% 25.5% 41
RCM
5130
Rain Capital Management
Oregon
$128M -$10.8M -8% 4.51% 18.2% 73
HM
5131
HCEP Management
Hong Kong
$128M -$19.7M -13% 6.39% 104% 5
SRA
5132
Summit Rock Advisors
New York
$128M +$5.73M +5% 1.52% 86% 9
KXA
5133
KPCB XIV Associates
California
$128M -$44M -26% 21.3% 6
SC
5134
Saiph Capital
New Jersey
$128M -$1.69M -1% 4.1% 50.1% 45
YEPX
5135
Yorktown Energy Partners XI
New York
$128M -$38.8M -23% 18.4% 36.9% 3
IWN
5136
Independent Wealth Network
Iowa
$128M -$10.9M -8% 4.64% 51.4% 196
MWA
5137
Moser Wealth Advisors
Washington
$128M -$6.52M -5% 5.03% 156
MAM
5138
McCarthy Asset Management
California
$128M +$4.91M +4% 3.92% 38.3% 33
WCM
5139
Wisconsin Capital Management
Wisconsin
$128M -$21.1M -14% 4.34% 145% 47
QC
5140
Quaero Capital
Switzerland
$128M +$3.21M +3% 11% 61.7% 86
CWA
5141
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 4.55% 60.9% 47
BWM
5142
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 4.83% 42.7% 52
AAM
5143
Ascension Asset Management
New York
$127M -$8.06M -6% 6.09% 85
GIM
5144
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 6.35% 58
CWA
5145
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 4.34% 49% 324
LFASL
5146
Lugano Financial Advisors SA (LFA)
Switzerland
$127M -$15.7M -11% 6.09% 31.2% 134
JPLA
5147
Joseph P. Lucia & Associates
New York
$127M -$14.3M -10% 4.69% 60.4% 485
DFS
5148
Dixon Fnancial Services
California
$127M -$9.98M -7% 6.18% 52.4% 24
BG
5149
Benedetti & Gucer
Georgia
$127M -$20.7M -14% 4.33% 42.6% 105
RMSCM
5150
R.M. Sincerbeaux Capital Management
New York
$127M -$9.23M -7% 5.88% 78.8% 44