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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IVM
5151
InterWest Venture Management
California
$169M -$72.3M -30% 22.8% 59.6% 10
CCM
5152
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 12.7% 48.8% 82
SCM
5153
Sterneck Capital Management
Missouri
$169M +$12M +8% 7.44% 48.1% 114
WSL
5154
Western Standard LLC
California
$169M -$4.76M -3% 5.92% 95.1% 43
DWMG
5155
DB Wealth Management Group
California
$169M +$13.8M +9% 7.6% 19% 370
SFA
5156
Seneca Financial Advisors
New York
$169M +$18M +12% 6.54% 38.8% 49
VFA
5157
Values First Advisors
Tennessee
$169M +$14.5M +9% 6.3% 69.5% 177
NAG
5158
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 11.1% 124% 137
DCM
5159
Decatur Capital Management
Georgia
$169M +$17.2M +11% 15.5% 151% 66
TFA
5160
Triad Financial Advisors
North Carolina
$168M 9.58% 117
GC
5161
Grace Capital
Massachusetts
$168M +$5.88M +4% 7.42% 127% 167
TAM
5162
Tabor Asset Management
New York
$168M +$6.15M +4% 4.82% 287% 51
OFP
5163
OLIO Financial Planning
Virginia
$168M 4.11% 33.6% 41
AAM
5164
Ascension Asset Management
New York
$168M +$15.3M +10% 14.6% 83
AIC
5165
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 8.79% 52% 132
GB
5166
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 8.55% 48.2% 70
OWIM
5167
Old West Investment Management
California
$168M -$61.1M -27% 3.33% 119% 59
WCM
5168
Washburn Capital Management
Florida
$168M +$15.3M +10% 10.6% 93.8% 58
SIM
5169
Strategic Investment Management
Virginia
$168M -$48.2M -22% 4.06% 34.6% 11
AWM
5170
Altus Wealth Management
Kentucky
$168M +$10.1M +6% 7.9% 68.8% 39
AWM
5171
Aevitas Wealth Management
Massachusetts
$168M +$11.1M +7% 10.7% 36.4% 131
GCM
5172
Gables Capital Management
Florida
$168M +$14.7M +10% 10.1% 135% 366
HG
5173
Harbor Group
New Hampshire
$168M +$12.7M +8% 7.22% 44.1% 56
LCM
5174
Lafitte Capital Management
Texas
$168M -$3.08M -2% 1.75% 55.1% 10
ADMI
5175
Albert D. Mason Inc
Massachusetts
$168M +$12.5M +8% 9.09% 50.8% 153