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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LDFR
3051
Lehman & Derafelo Financial Resources
Pennsylvania
$259M +$18.7M +8% 11.1% 35% 244
22CM
3052
20/20 Capital Management
California
$259M +$36.2M +16% 15.5% – 161
CICI
3053
Capital Investment Counsel Inc
North Carolina
$259M +$10.7M +4% 24.8% 118% 178
REMPR
3054
Roof Eidam Maycock Peralta (REMP)
California
$259M +$20.9M +9% 13.6% 47.4% 103
EGA
3055
E&G Advisors
Texas
$259M +$56.2M +28% 16.8% 67.6% 181
NI
3056
NFC Investments
Tennessee
$259M +$16.7M +7% 18% – 41
CFA
3057
Cahill Financial Advisors
Minnesota
$259M +$43.1M +20% 16% 44.9% 166
SDAM
3058
Shulman DeMeo Asset Management
New York
$259M +$43.7M +20% 19.5% 58.7% 113
EF
3059
Empowered Funds
Pennsylvania
$258M -$17.9M -6% 28.1% 75.5% 176
IP
3060
Intellectus Partners
California
$258M +$48.1M +23% 26.2% 116% 222
SAS
3061
Stelac Advisory Services
New York
$258M +$50.5M +24% 16.8% 61.4% 155
GG
3062
GenWealth Group
New Jersey
$258M +$28.2M +12% 15.4% 58.4% 73
ECM
3063
EagleClaw Capital Management
Massachusetts
$258M +$45.7M +22% 27.5% 108% 127
GI
3064
Glovista Investments
New Jersey
$257M +$64.8M +34% 11.9% 2.48% 103
CCM
3065
Context Capital Management
California
$257M +$80.9M +46% 11.5% 3.54% 132
SIA
3066
SeaBridge Investment Advisors
New Jersey
$257M +$39M +18% 20.3% 72.8% 279
CPA
3067
Court Place Advisors
Maryland
$257M +$33.7M +15% 16.8% 72.3% 168
EGP
3068
Emergence GP Partners
California
$257M +$87.6M +52% 164% – 1
WFPG
3069
Waller Financial Planning Group
Ohio
$257M +$65M +34% 14.4% 30.4% 47
CVM
3070
Cheviot Value Management
California
$256M +$37M +17% 19.9% 60.9% 59
CA
3071
CHI Advisors
New York
$256M +$214M +504% 22.7% 78.5% 19
RWMH
3072
Riverpoint Wealth Management Holdings
Illinois
$256M +$51.5M +25% 19.9% 44.4% 74
FPGK
3073
Financial Partners Group (Kansas)
Kansas
$256M +$94.6M +59% 19.9% 49.2% 104
TAA
3074
Turiya Advisors Asia
Hong Kong
$256M +$13.2M +5% 32.5% 56.1% 11
B
3075
Bridgeworth
Alabama
$256M +$36.1M +16% 18.8% 19.7% 133
121 122
123
124 125