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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HW
3351
Hedeker Wealth
Illinois
$124M – – 4.44% 101% 164
BWP
3352
BSW Wealth Partners
Colorado
$124M -$3.88M -3% 0.3% 59% 59
KPA
3353
Keel Point Advisors
Virginia
$124M – – 4.39% – 69
ARMT
3354
Amica Retiree Medical Trust
Rhode Island
$124M +$5.63M +5% 4.63% – 388
PCA
3355
Peddock Capital Advisors
Massachusetts
$124M +$812K +0.7% 2.14% 102% 102
SFS
3356
Summit Financial Strategies
Ohio
$124M – – 3.54% 49.7% 40
KCP
3357
Kortright Capital Partners
New York
$123M +$25.3M +26% 18.8% – 29
WFG
3358
Wills Financial Group
Virginia
$123M +$5.12M +4% 2.88% 43.8% 84
BOC
3359
Barbara Oil Co
Illinois
$123M +$5.03M +4% 5.34% 54.7% 82
SLA
3360
Silver Lake Advisory
Utah
$123M +$1.05M +0.9% 4.58% 46.4% 82
PFA
3361
Paradigm Financial Advisors
Missouri
$123M +$5.92M +5% 2.53% 113% 84
AIM
3362
AMI Investment Management
Indiana
$123M +$5.56M +5% 6.48% 55.2% 40
LBS
3363
Lawrence B. Seidman
$123M -$17M -12% 8.72% 12.1% 29
RP
3364
Raiff Partners
New York
$123M +$24.5M +25% 13.1% 123% 46
EC
3365
Engaged Capital
California
$123M -$12.8M -9% 8.91% 39.2% 17
QA
3366
Quintium Advisors
Tennessee
$122M +$8.69M +8% 1.67% – 15
PAM
3367
Peninsula Asset Management
Florida
$122M +$2.87M +2% 6.74% 50.3% 48
LJAC
3368
L.J. Altfest & Co
New York
$122M +$27.9M +30% 3.95% 48.6% 124
NMM
3369
NGP MR Management
Texas
$122M -$44M -26% 13.2% 21.9% 2
SAM
3370
Smithbridge Asset Management
Pennsylvania
$122M +$2.76M +2% 4.69% – 53
BRWM
3371
B. Riley Wealth Management
Tennessee
$122M -$12.4M -9% 2.95% 49.6% 1,200
SC
3372
ShearLink Capital
New York
$122M – – 10.3% 48.5% 22
ROC
3373
Robertson Opportunity Capital
Texas
$122M +$15.7M +15% 7.93% 122% 28
SONJCPFE
3374
State of New Jersey Common Pension Fund E
New Jersey
$122M +$5.88M +5% 5.06% 15.2% 1
P
3375
Palladiem
Pennsylvania
$122M – – 1.41% 5.52% 217
133 134
135
136 137