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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WBWA
5876
William B. Walkup & Associates
South Carolina
$162M +$8.96M +6% 6.88% 161
MWM
5877
Meritas Wealth Management
California
$162M +$19.8M +14% 7.54% 51
VBWMG
5878
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 6.83% 60.5% 70
SIA
5879
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 4.57% 86
GPA
5880
Garrison Point Advisors
California
$162M +$10.1M +7% 6.89% 74% 148
DJYG
5881
David J. Yvars Group
Florida
$161M +$1.67M +1% 2.32% 126% 85
HG
5882
Herbst Group
Connecticut
$161M -$3.01M -2% 4.84% 111% 69
DC
5883
Destiny Capital
Colorado
$161M +$15M +10% 5.43% 50
WAM
5884
Walker Asset Management
Missouri
$161M +$12.7M +9% 8.28% 52.5% 147
WAC
5885
William Allan Corp
Colorado
$161M +$11.6M +8% 8.09% 62% 53
CCM
5886
Clearfield Capital Management
New York
$161M +$49.9M +45% 28.4% 117% 8
RMSCM
5887
R.M. Sincerbeaux Capital Management
New York
$161M +$8.83M +6% 5.86% 78.8% 37
PFS
5888
Prospect Financial Services
New York
$161M +$31M +24% 8.57% 108
GPI
5889
General Partner Inc
Pennsylvania
$161M +$4.44M +3% 7.66% 164
LHA
5890
Little Harbor Advisors
Massachusetts
$161M +$6.06M +4% 4.34% 53% 8
MAM
5891
McCarthy Asset Management
California
$161M -$8.8M -5% 5.34% 38.3% 41
HC
5892
Hara Capital
Washington
$161M +$4.49M +3% 1.86% 304
MFA
5893
Millington Financial Advisors
Illinois
$160M +$16.4M +11% 6.17% 87
MPM
5894
Mountaineer Partners Management
New York
$160M -$31.8M -17% 4.06% 113% 19
FFG
5895
Foundry Financial Group
New Hampshire
$160M +$15M +10% 5.3% 60
BCA
5896
Boundary Creek Advisors
New York
$160M -$49.9M -24% 0.41% 4.24% 30
UI
5897
Unconventional Investor
New Hampshire
$160M +$18.2M +13% 8.17% 55.3% 34
RHDIC
5898
R.H. Dinel Investment Counsel
California
$160M +$3.86M +2% 4.74% 52.7% 45
RWM
5899
Revisor Wealth Management
Ohio
$160M +$16M +11% 7.44% 183
OFM
5900
Omega Fund Management
Massachusetts
$160M +$25M +19% 8.79% 82.4% 12