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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GPC
5201
Greenstone Partners & Co
California
$117M – – 26% 448% 10
BWG
5202
Beta Wealth Group
California
$116M – – 9.17% 34.2% 36
FNBOSM
5203
First National Bank of South Miami
Florida
$116M +$11.4M +11% 11.7% 35.2% 318
DTC
5204
Davidson Trust Company
Washington
$116M +$6.36M +6% 14% 52.3% 125
NMC
5205
Nine Masts Capital
Hong Kong
$116M -$671K -0.6% 13.6% 51.6% 37
HWM
5206
HighMark Wealth Management
Minnesota
$116M +$5.39M +5% 15.4% 66% 502
VCM
5207
Venator Capital Management
Ontario, Canada
$116M +$22.4M +24% 14.1% 116% 48
TA
5208
TrueWealth Advisors
Alabama
$116M – – 9.45% 39.7% 83
CCM
5209
Ciovacco Capital Management
Georgia
$116M – – 17% 79.2% 36
SR
5210
Summer Road
Florida
$116M +$73.6M +172% 172% 132% 1
AP
5211
Atlas Principals
North Carolina
$116M +$2.91M +3% 7.63% – 38
YSP
5212
Yarra Square Partners
New York
$116M – – 21.9% 58.4% 16
CGFI
5213
Cypress Growth Fund III
California
$116M – – 27.3% – 33
PFA
5214
Peak Financial Advisors
Colorado
$116M – – 20% 25.5% 54
NCG
5215
Newport Capital Group
New Jersey
$116M – – 10.9% – 61
ACM
5216
Ascendant Capital Management
California
$116M – – 17.8% – 70
KCGDR
5217
Kiron Capital Gestao de Recursos
Brazil
$116M – – 18.9% – 6
BBHBI
5218
B, B, H, & B Inc
Alabama
$116M – – 8.96% – 153
EM
5219
ELCO Management
New York
$116M -$6.67M -5% 19.7% 76.3% 134
WEPOG
5220
Wealth Enhancement & Preservation of GA
Georgia
$116M +$18.9M +20% 18.7% 82.9% 64
CWM
5221
Capital Wealth Management
Rhode Island
$116M +$16.6M +17% 12.9% 37.1% 34
CG
5222
Clarus Group
Texas
$116M – – 21.6% 69.5% 101
WDG
5223
Wealth Dimensions Group
Ohio
$116M – – 11.6% 45.3% 112
UMC
5224
United Maritime Capital
New York
$116M – – 34.9% – 99
CBCM
5225
Cook & Bynum Capital Management
Alabama
$116M +$12.4M +12% 27.7% 59.6% 5
207 208
209
210 211