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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIA
5551
Capital Impact Advisors
Massachusetts
$138M -$7.43M -5% 9.19% – 199
JSMC
5552
Jess S. Morgan & Co
California
$137M -$25.4M -16% 7.55% 69.3% 48
LM
5553
Lansing Management
New York
$137M -$28.5M -17% 17.7% 115% 8
BOM
5554
Bank of Marin
California
$137M -$12.9M -9% 5.86% 71.7% 131
NOI
5555
Newton One Investments
Delaware
$137M -$4.36M -3% 5.13% 29.9% 132
WPWM
5556
Western Pacific Wealth Management
Illinois
$137M -$18.3M -12% 12.8% 62% 245
KSWA
5557
Kathleen S. Wright Associates
Pennsylvania
$137M +$1.18M +0.9% 0.82% 48.8% 160
DAM
5558
Doheny Asset Management
California
$137M -$5.59M -4% 5.01% 131% 93
AWA
5559
AmeriServ Wealth Advisors
Pennsylvania
$137M -$8.75M -6% 5.78% – 68
NED
5560
Nancy E. Dempze
$137M -$11.3M -8% 5.06% 67.5% 82
MIM
5561
Merrion Investment Management
New Jersey
$137M +$511K +0.4% 0.7% 108% 103
GCM
5562
Gator Capital Management
Florida
$137M -$1.36M -1% 5.84% 162% 81
II
5563
Ibex Investors
Colorado
$137M -$49.7M -27% 0.04% 39% 55
APCM
5564
Arbiter Partners Capital Management
New York
$137M -$6.44M -5% 4.61% 176% 39
BAM
5565
Bayshore Asset Management
Florida
$136M -$1.21M -0.9% 3.05% 46% 25
CFSG
5566
Clark Financial Services Group
Missouri
$136M -$12.3M -8% 3.6% 74.7% 73
CWM
5567
Cherrydale Wealth Management
New Jersey
$136M +$2.91M +2% 6.59% 62.6% 44
WFA
5568
WMG Financial Advisors
Tennessee
$136M +$7.74M +6% 5.57% 52.2% 194
SC
5569
Schiavi & Co
Delaware
$136M +$2.92M +2% 2.53% 29.1% 17
HPWM
5570
High Pines Wealth Management
Massachusetts
$136M -$7.52M -5% 5.79% 28.3% 37
VLC
5571
Van Leeuwen & Company
New Jersey
$136M -$42.4M -24% 3.09% 76.3% 80
PWG
5572
Private Wealth Group
Florida
$136M -$11.7M -8% 1.49% 38.4% 46
TCMV
5573
Technology Crossover Management VII
California
$136M -$82.6M -38% 37.8% 35.2% 1
RF
5574
RHS Financial
California
$136M -$8.28M -6% 4.22% 38% 91
CAM
5575
Chou Associates Management
Ontario, Canada
$135M -$8.96M -6% 1.35% 92% 15
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