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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SERBOO
5801
School Employees Retirement Board of Ohio
Ohio
$173M -$19.9M -10% 9.07% 5
CIA
5802
Cohen Investment Advisors
New Hampshire
$172M +$6.49M +4% 0.61% 74.2% 79
DCM
5803
Delta Capital Management
New Jersey
$172M -$2.77M -2% 1.95% 50.3% 107
AVI
5804
Asset Value Investors
United Kingdom
$172M -$51M -23% 1.17% 5
WFC
5805
Western Financial Corp
California
$172M -$9.87M -5% 3.76% 80.1% 141
MFG
5806
Midwest Financial Group
Kansas
$172M -$2.03M -1% 2.66% 113
LA
5807
Latitude Advisors
Florida
$172M -$5.42M -3% 0.1% 56.9% 200
PWM
5808
Parkshore Wealth Management
California
$172M +$5.75M +3% 3.04% 68
CWP
5809
Core Wealth Partners
California
$172M -$2.55M -1% 1.73% 178
SC
5810
Solstein Capital
California
$172M -$7.08M -4% 0.12% 74.5% 331
EAM
5811
Exane Asset Management
France
$172M -$3.87M -2% 1.95% 70.5% 35
BWA
5812
Boulder Wealth Advisors
Colorado
$172M -$22.2M -11% 3.99% 28
TVWM
5813
Tower View Wealth Management
Wisconsin
$172M -$17.5M -9% 2.86% 110% 216
TFG
5814
Tull Financial Group
Virginia
$172M +$5.91M +4% 0.38% 28
CCM
5815
Campbell Capital Management
Florida
$172M -$84M -33% 10.3% 93
VFA
5816
Values First Advisors
Tennessee
$171M -$10.2M -6% 1.33% 69.5% 237
YWS
5817
Yarger Wealth Strategies
Ohio
$171M -$1.93M -1% 3.3% 46.5% 100
AFT
5818
Alpha Family Trust
California
$171M -$6.75M -4% 6.02% 162% 187
CAM
5819
Cobblestone Asset Management
Virginia
$171M +$18M +12% 1.44% 67
NIMC
5820
Nierenberg Investment Management Company
Washington
$171M +$300K +0.2% 5.82% 164% 61
LC
5821
Lunate Capital
United Arab Emirates
$171M 15.9% 4
JCFM
5822
JBR Co Financial Management
Oklahoma
$171M +$6.89M +4% 4.96% 117
BCM
5823
BluePath Capital Management
Georgia
$171M -$12.9M -7% 3.6% 111
PCM
5824
Pointe Capital Management
Michigan
$171M -$3.18M -2% 0.56% 58.6% 162
RWIA
5825
Roger Wittlin Investment Advisory
California
$171M -$7.67M -4% 2.81% 40.4% 43