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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PTB
3126
Pioneer Trust Bank
Oregon
$170M +$5.95M +4% 4.64% 63.2% 74
RCA
3127
Rowland Carmichael Advisors
Arizona
$170M +$12.8M +8% 2.12% 39.1% 325
AC
3128
Apertura Capital
Texas
$170M +$27.2M +19% 4.4% 31.8% 69
RHAM
3129
Round Hill Asset Management
California
$170M – – 2.24% 44.7% 64
YWP
3130
YorkBridge Wealth Partners
New York
$169M – – 2.79% 36.5% 910
BC
3131
Beaconlight Capital
New York
$169M -$38.4M -19% 5.23% 149% 36
WAP
3132
Wealthcare Advisory Partners
Pennsylvania
$169M +$15.1M +10% 0.46% 46.6% 142
UAM
3133
UAS Asset Management
New York
$169M +$23.4M +16% 6.21% 119% 33
FNBOMD
3134
First National Bank of Mount Dora
Florida
$169M -$9.29M -5% 4.86% 81.2% 84
MM
3135
Meridian Management
Arkansas
$169M -$4.7M -3% 2.11% 49.4% 70
SFS
3136
Shaker Financial Services
Virginia
$169M +$16.4M +11% 1.66% 7.48% 151
EGA
3137
E&G Advisors
Texas
$169M -$1.5M -0.9% 2.11% 67.6% 129
UMA
3138
USA Mutuals Advisors
Texas
$169M -$9.78M -5% 0.24% 14.1% 32
HFM
3139
Hartford Financial Management
Connecticut
$169M +$4.07M +2% 5.77% 58.6% 344
ST
3140
Somerset Trust
Pennsylvania
$169M +$750K +0.4% 4.08% 54.4% 153
PAA
3141
Peregrine Asset Advisers
Oregon
$168M +$9.51M +6% 10.2% 163% 130
GA
3142
Geller Advisors
New York
$168M -$7.27M -4% 0.8% 20.4% 30
FCPV
3143
FS Capital Partners VI
California
$168M +$15.3M +10% 10% – 1
FFC
3144
First Financial Corp
Indiana
$168M -$566K -0.3% 12% 64.8% 422
SCM
3145
Stonepine Capital Management
Oregon
$168M +$45.3M +37% 12.6% 160% 28
BLAM
3146
Bourne Lent Asset Management
New York
$168M +$31.8M +23% 4.44% 79.2% 59
WRTC
3147
Wind River Trust Company
Wyoming
$167M -$6.84M -4% 2.15% 52.4% 8
BHA
3148
Beech Hill Advisors
New York
$167M +$3.8M +2% 2.32% 93.8% 91
PC
3149
Peavine Capital
Nevada
$167M -$38.6M -19% 0.29% 23.5% 18
OBWP
3150
O'Brien Wealth Partners
Massachusetts
$167M +$14M +9% 0.52% 41.6% 32
124 125
126
127 128