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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HPWM
5301
High Pines Wealth Management
Massachusetts
$133M +$19.4M +17% 10% 28.3% 44
CGH
5302
CMG Global Holdings
Texas
$133M +$17.3M +15% 6.83% 70.7% 87
GFI
5303
Global Frontier Investments
South Carolina
$132M +$16.3M +14% 4.17% – 19
ONST
5304
Old North State Trust
North Carolina
$132M +$5.9M +5% 5.05% – 363
RCM
5305
Regency Capital Management
Hawaii
$132M +$37.3M +39% 8.12% 62.3% 207
MCA
5306
Morris Capital Advisors
Pennsylvania
$132M +$9.04M +7% 8.42% 72.9% 61
FCFC
5307
First Citizens Financial Corp
Iowa
$132M +$9.6M +8% 5.95% – 115
RB
5308
Renasant Bank
Mississippi
$132M +$7.73M +6% 6.25% 53.2% 198
UMC
5309
United Maritime Capital
New York
$132M +$10.7M +9% 11.9% – 88
MIM
5310
Merrion Investment Management
New Jersey
$132M +$12.1M +10% 9.15% 108% 95
AA
5311
ACT Advisors
North Carolina
$132M +$5.33M +4% 5.13% 63% 32
CI
5312
Ceera Investments
Texas
$132M +$9.04M +7% 8.41% 86.3% 63
MAM
5313
MMA Asset Management
Pennsylvania
$132M +$16.3M +14% 5.42% 44.2% 106
VCWA
5314
Vanguard Capital Wealth Advisors
Colorado
$132M +$14.3M +12% 7.76% 130% 179
DI
5315
DRH Investments
California
$132M +$1.87M +1% 6.3% 31% 15
PP
5316
Pacifica Partners
Canada
$132M +$10.3M +8% 8.25% 59.9% 502
KCGDR
5317
Kiron Capital Gestao de Recursos
Brazil
$132M +$52.5M +66% 11.1% – 7
FPW
5318
Flagship Private Wealth
Massachusetts
$131M +$11.7M +10% 7.05% 51.3% 337
BCFD
5319
Boit C.F. David
$131M – – 6.2% 63.5% 101
SAM
5320
Satovsky Asset Management
New York
$131M +$18.1M +16% 8.69% 46% 30
EL
5321
EQ LLC
Washington
$131M +$11.3M +9% 6.1% 57.3% 49
PFWA
5322
Paces Ferry Wealth Advisors
Georgia
$131M +$15.8M +14% 10.2% 83.7% 123
SNBOSD
5323
Security National Bank of So Dak
Iowa
$131M +$10.6M +9% 7.99% – 121
SA
5324
Sunesis Advisors
Kansas
$131M +$5.49M +4% 5.08% – 32
GG
5325
Golden Green
South Carolina
$131M +$14.9M +13% 19.1% 92.6% 181
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