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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FNBOMD
3326
First National Bank of Mount Dora
Florida
$237M +$18.3M +8% 8.45% 81.2% 95
PC
3327
Permit Capital
Pennsylvania
$237M +$2.01M +0.9% 2.15% 41.7% 27
BMC
3328
Benin Management Corp
Connecticut
$237M -$3.54M -1% 8.45% 67.6% 95
CG
3329
CFO4Life Group
Texas
$237M +$13.5M +6% 7.29% 41.8% 143
GWMIA
3330
Global Wealth Management Investment Advisory
Florida
$236M +$17.8M +8% 5.55% 58.2% 758
SHJ
3331
Sharkey, Howes & Javer
Colorado
$236M +$4.45M +2% 4.85% 43.6% 67
UF
3332
Univest Financial
Pennsylvania
$236M -$75.8M -24% 7.25% 60.4% 136
TA
3333
TRB Advisors
New York
$236M +$116M +96% 13% 76.3% 12
BOS
3334
Bank of Stockton
California
$236M +$7.18M +3% 6.37% 54.2% 110
CM
3335
Cornerstone Management
Georgia
$236M +$17.5M +8% 4.43% 35.1% 43
SCM
3336
Stanley Capital Management
Texas
$236M +$31.2M +15% 14.8% 108% 35
RAM
3337
Redmond Asset Management
Virginia
$236M +$10.2M +5% 7.35% 75.7% 158
TCPWM
3338
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 4.7% 16.4% 107
CBFP
3339
Cedar Brook Financial Partners
Ohio
$235M +$8.55M +4% 8.2% 47% 332
SWM
3340
Sugarloaf Wealth Management
Georgia
$235M – – 4.8% 10.3% 761
TCMG
3341
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 24.3% 109% 55
HC
3342
HNP Capital
New York
$235M +$52.5M +29% 5.93% 52.4% 117
SAM
3343
Summit Asset Management
Tennessee
$234M +$19.8M +9% 6.92% 44.9% 129
PFM
3344
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 5.86% 35.9% 59
TPM
3345
Totem Point Management
New York
$234M +$52.7M +29% 15.4% 369% 19
FCM
3346
Firestone Capital Management
Florida
$234M – – 5.23% 40.5% 454
S
3347
Surevest
California
$234M +$31M +15% 6.04% 24.6% 147
AO
3348
Allen Operations
New York
$234M +$28M +14% 8.32% 262% 31
FCC
3349
Florin Court Capital
United Kingdom
$234M +$96.9M +71% 5.36% 75% 31
BI
3350
Bulldog Investors
New Jersey
$234M +$11M +5% 3.18% 28.5% 185
132 133
134
135 136