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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWM
3401
Stockman Wealth Management
Montana
$124M +$7.65M +7% 7.5% 50.6% 81
LD
3402
Lipe & Dalton
New York
$124M +$2.85M +2% 6.73% 59.7% 79
AWW
3403
Alan W. Weber
$123M +$12.2M +11% 7.87% 193% 54
BSCM
3404
Baker Street Capital Management
California
$123M -$17.6M -12% 12.5% 75.8% 2
MSFP
3405
Mark Sheptoff Financial Planning
Connecticut
$123M +$9.33M +8% 7.28% 74.7% 454
QCM
3406
Quadrant Capital Management
New Jersey
$123M +$5.45M +5% 5.9% 50.3% 68
TFO
3407
Tarbox Family Office
California
$123M +$13.7M +13% 4.91% 47.4% 622
BCP
3408
Berkeley Capital Partners
Georgia
$123M – – 4.21% 45.8% 113
CNC
3409
Citizens & Northern Corp
Pennsylvania
$123M -$5.28M -4% 5.6% 62.4% 120
LF
3410
Lannebo Fonder
Sweden
$123M – – 10.4% 49.8% 19
V
3411
ValueWorks
New York
$122M -$19.8M -14% 1.52% 110% 35
TG
3412
TLP Group
Illinois
$122M – – 10.4% 41.8% 265
CFA
3413
Cahill Financial Advisors
Minnesota
$122M -$586K -0.5% 3.94% 44.9% 116
WAM
3414
Water Asset Management
New York
$122M -$52.3M -30% 4.44% 48.9% 24
FDS
3415
First Dallas Securities
Texas
$122M +$446K +0.4% 3.34% 132% 110
AMG
3416
Advisors Management Group
Wisconsin
$122M – – 3.49% 48.1% 62
VMI
3417
VHCP Management II
New York
$122M – – 0.73% 2,335% 15
CCM
3418
Cribstone Capital Management
Maine
$122M – – 4.11% 22.4% 106
LRIC
3419
Long Road Investment Counsel
Michigan
$122M +$4.38M +4% 5.63% 65.3% 71
SRF
3420
Silver Rock Financial
California
$121M -$40.6M -25% 4.3% 17% 38
NA
3421
NewEdge Advisors
Louisiana
$121M +$28.4M +30% 5% 66.4% 65
KAM
3422
Kavi Asset Management
New York
$121M – – 13% 140% 25
PAM
3423
Pope Asset Management
Tennessee
$121M -$39.4M -25% 1.32% – 31
SI
3424
Shaker Investments
Ohio
$121M -$6.5M -5% 2.6% 135% 89
PHIMC
3425
Private Harbour Investment Management & Counsel
Ohio
$121M -$937K -0.8% 5.47% 75% 84
135 136
137
138 139