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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MDCM
2551
Morgan Dempsey Capital Management
Wisconsin
$311M +$16.6M +6% 5.28% 23% 174
WEC
2552
Winslow Evans & Crocker
Massachusetts
$311M +$9.49M +3% 6.83% 76.4% 1,184
LKIM
2553
Lawson Kroeker Investment Management
Nebraska
$311M -$6.59M -2% 6.79% 61.2% 73
TC
2554
Toews Corporation
New Jersey
$311M -$71.4M -19% 0.07% 26% 11
CCP
2555
Cryder Capital Partners
United Kingdom
$310M +$65.4M +27% 5.95% 95.8% 9
SNT
2556
Security National Trust
West Virginia
$310M +$6.95M +2% 6.34% 58.4% 405
EPCA
2557
Elizabeth Park Capital Advisors
Ohio
$310M +$52.1M +20% 4.04% 43.1% 39
FFWA
2558
FRG Family Wealth Advisors
Washington
$310M +$19.7M +7% 6.95% 82.7% 145
AFGI4KRSP
2559
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$309M +$16.9M +6% 4.92% 9.08% 1
JCM
2560
Jacobi Capital Management
Pennsylvania
$309M +$13.9M +5% 4.68% 62.5% 982
FC
2561
Fulcrum Capital
Washington
$308M 5.86% 94% 73
SGA
2562
Strategic Global Advisors
California
$308M +$46.9M +18% 7.49% 116% 181
PL
2563
Polianta Ltd
Jersey
$308M -$8.2M -3% 4.12% 30.4% 99
AA
2564
Advisory Alpha
Michigan
$308M -$50.1M -14% 1.65% 37.4% 156
RRC
2565
Relaxing Retirement Coach
Massachusetts
$308M 3.51% 28.4% 53
MBT
2566
Montecito Bank & Trust
California
$307M +$18.7M +6% 5% 30.7% 181
AWA
2567
Arete Wealth Advisors
Illinois
$307M +$56.2M +22% 3.31% 57.3% 343
RB
2568
Rodgers Brothers
Pennsylvania
$307M +$22.4M +8% 5.97% 52% 182
WDL
2569
Well Done LLC
Michigan
$307M -$19.4M -6% 5.59% 64.9% 159
PL
2570
Plancorp LLC
Missouri
$307M -$32M -9% 3.64% 53.5% 175
UFG
2571
United Fire Group
Iowa
$306M +$9.3M +3% 4.91% 27.5% 118
HHGC
2572
Hunting Hill Global Capital
New York
$306M +$8.54M +3% 0.74% 92.2% 29
CFP
2573
Cornerstone Financial Partners
North Carolina
$306M +$42.2M +16% 5.81% 141
DAS
2574
Dynamic Advisor Solutions
Arizona
$305M +$52.3M +21% 5.55% 53% 259
WA
2575
Wealth Architects
California
$305M +$17.3M +6% 5.09% 51.5% 140