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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFSG
3251
Community Financial Services Group
Vermont
$503M +$41.5M +9% 12.4% – 102
ISB
3252
Iowa State Bank
Iowa
$502M +$31.1M +7% 9.84% 59.6% 124
SL
3253
Sentry LLC
Tennessee
$502M -$11.8M -2% 1.03% – 135
CNBTD
3254
Citizens National Bank Trust Department
Mississippi
$501M +$33.3M +7% 10.2% 71.6% 403
AFIA
3255
America First Investment Advisors
Nebraska
$501M +$27.3M +6% 2.19% 81.9% 43
LBIM
3256
Land & Buildings Investment Management
Connecticut
$501M +$28.5M +6% 0.62% 33% 25
LRIA
3257
Leonard Rickey Investment Advisors
Washington
$501M +$36.9M +8% 7.02% 39.5% 114
WCA
3258
Westover Capital Advisors
Delaware
$500M +$50.1M +11% 16.7% 106% 244
TC
3259
Truvestments Capital
Florida
$500M +$39.5M +9% 13.4% 70.8% 1,111
FNBTCON
3260
First National Bank & Trust Co of Newtown
Pennsylvania
$499M +$23.8M +5% 5.88% 42.3% 137
APM
3261
Avidity Partners Management
Texas
$499M +$13.9M +3% 7.36% 181% 80
BWP
3262
Balboa Wealth Partners
Arizona
$499M +$84.5M +20% 19.9% 170% 419
MAM
3263
Marotta Asset Management
Virginia
$499M -$10.7M -2% 7.12% – 119
V
3264
VeraBank
Texas
$499M +$140M +39% 7.7% 51.5% 190
SIM
3265
Studio Investment Management
Illinois
$498M +$14.3M +3% 4.89% 37.8% 326
KBG
3266
Kahn Brothers Group
New York
$498M +$3.5M +0.7% 1.94% 14.7% 61
TWP
3267
Tyche Wealth Partners
Texas
$498M +$35.9M +8% 6.81% – 324
SW
3268
SkyOak Wealth
Michigan
$498M +$41.1M +9% 8.9% 69% 268
GF
3269
Goodman Financial
Texas
$498M +$33.6M +7% 5.06% 40.3% 71
KP
3270
Kiltearn Partners
United Kingdom
$497M -$27.4M -5% 1.7% 26.2% 29
ECM
3271
Elgethun Capital Management
South Dakota
$497M +$49.4M +11% 4.4% 60% 153
KFI
3272
Key Financial Inc
Pennsylvania
$497M +$37.4M +8% 7.61% 47.7% 1,485
CCA
3273
Carrera Capital Advisors
Michigan
$497M +$45.1M +10% 4.34% – 175
LA
3274
Lynch & Associates
Indiana
$496M +$34M +7% 7.48% 52.2% 128
PCP
3275
P2 Capital Partners
New York
$496M -$19M -4% 2.49% 20.3% 13
129 130
131
132 133