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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SC
5176
Summa Corp
Texas
$209M +$2.32M +1% 0.07% – 67
SCM
5177
Sage Capital Management
New Jersey
$208M +$18.1M +10% 7.46% – 171
NCM
5178
NCM Capital Management
New Jersey
$208M +$17.7M +9% 6.67% 75.5% 172
MA
5179
MBA Advisors
Pennsylvania
$208M +$12.8M +7% 6.47% 47.1% 133
MS
5180
Marshall & Sullivan
Washington
$208M +$8.05M +4% 6.73% 61% 41
WA
5181
Wilshire Advisors
California
$208M +$8.75M +4% 6% 27.2% 11
TAM
5182
Tabor Asset Management
New York
$208M +$21.7M +12% 14.6% 287% 53
HFP
5183
Holistic Financial Partners
Indiana
$208M +$8.49M +4% 4.51% 79.7% 133
BWM
5184
Baron Wealth Management
Michigan
$208M +$14.8M +8% 6.47% – 218
FF
5185
Fluent Financial
Texas
$208M +$9.55M +5% 8.71% 36.1% 77
IRM
5186
Income Research & Management
Massachusetts
$208M +$34.3M +20% 0.08% 0.84% 23
ANHIM
5187
Alan N. Hoffman Investment Management
Massachusetts
$208M +$4.96M +2% 3.24% 89% 14
GCA
5188
Genesee Capital Advisors
New York
$208M +$3.79M +2% 6.9% 73.7% 133
BCM
5189
Brightlight Capital Management
Connecticut
$208M +$20.7M +11% 12.3% 298% 14
WCA
5190
Whetstone Capital Advisors
Kansas
$208M -$7.97M -4% 1.46% 242% 45
PCG
5191
PFC Capital Group
California
$207M +$7.65M +4% 3.42% – 72
BAM
5192
Bosun Asset Management
Illinois
$207M +$40.6M +24% 21.8% 221% 209
SWP
5193
ShoreHaven Wealth Partners
New Jersey
$207M +$17.1M +9% 4.95% 45.2% 87
BCM
5194
Bond Capital Management
California
$207M +$27.4M +15% 29.7% 135% 5
RGMC
5195
Revolution Growth Management Company
District of Columbia
$207M +$13.7M +7% 61.7% 26.9% 3
ITB
5196
Idaho Trust Bank
Idaho
$207M +$11.5M +6% 6.59% – 80
CAM
5197
CPA Asset Management
Florida
$207M +$20.4M +11% 6.95% – 78
BFWM
5198
Bright Futures Wealth Management
New York
$207M +$22.6M +12% 6.44% – 238
FIA
5199
FNY Investment Advisers
New York
$207M +$58.6M +40% 9.42% 179% 874
LAS
5200
Lloyd Advisory Services
Georgia
$207M -$5.55M -3% 4.58% – 115
206 207
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