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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SAS
3276
SMI Advisory Services
Indiana
$452M +$47.2M +12% 7.04% – 65
KC
3277
Keenan Capital
California
$452M +$43.2M +11% 16.9% 148% 9
OGC
3278
Oak Grove Capital
New Hampshire
$452M +$61.5M +16% 3.56% 117% 58
SRC
3279
Sage Rhino Capital
California
$452M +$32.8M +8% 7.05% 65.7% 285
EFG
3280
Everhart Financial Group
Ohio
$451M +$66M +17% 6.97% 95.7% 333
UI
3281
Untitled Investments
New York
$451M +$3.44M +0.8% 11.2% 99.3% 19
BL
3282
BWCP LP
Texas
$451M +$53.2M +13% 12.8% 232% 29
CAM
3283
Covenant Asset Management
New Jersey
$451M +$6.12M +1% 2.68% 97.6% 147
PCTC
3284
Perkins Coie Trust Company
Washington
$451M +$20.8M +5% 6.34% 60.9% 298
ODG
3285
O'Dell Group
Ohio
$451M +$42.6M +10% 5.84% 53.5% 101
PG
3286
Patten Group
Tennessee
$450M +$26.3M +6% 5.72% 66.3% 250
AAM
3287
AR Asset Management
California
$450M +$35M +8% 8.98% 56.1% 112
GBL
3288
Groupe Bruxelles Lambert
Belgium
$450M -$106M -19% 19% – 1
FNC
3289
First National Corp
Massachusetts
$450M +$29.7M +7% 6.62% 39.2% 163
FRM
3290
Fox Run Management
Connecticut
$449M -$82M -15% 5.95% 43.7% 1,175
SGM
3291
Seven Grand Managers
New York
$449M +$227M +103% 14.6% 183% 84
FL
3292
Fourthstone LLC
Missouri
$449M +$135M +43% 19.1% 17.7% 77
CPRC
3293
Consolidated Portfolio Review Corp
New York
$448M +$19.4M +5% 6.58% – 328
MSA
3294
Marino Stram & Associates
Massachusetts
$448M +$38.8M +9% 7.53% 52.1% 170
KMC
3295
Kirr Marbach & Co
Indiana
$448M +$32.1M +8% 9.4% 117% 57
GF
3296
Goodman Financial
Texas
$448M -$1.29M -0.3% 4.59% 40.3% 75
WCP
3297
Welch Capital Partners
New York
$447M +$25M +6% 6.34% 69.2% 25
GJCM
3298
Grand Jean Capital Management
California
$447M +$45.8M +11% 9.78% 61.4% 52
WFA
3299
WestHill Financial Advisors
California
$446M +$33.8M +8% 6.12% 45.6% 76
SWM
3300
SilverOak Wealth Management
Minnesota
$446M +$29.4M +7% 7.23% – 98
130 131
132
133 134