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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JJ
3401
Johnson & Johnson
New Jersey
$427M +$26.7M +7% 10.8% 88.5% 21
FSG
3402
Financial Strategies Group
Michigan
$427M +$29.1M +7% 6.64% 39.7% 101
RCI
3403
RS Crum Inc
California
$427M +$45.2M +12% 6.31% 9.95% 97
BB
3404
Berkshire Bank
Massachusetts
$426M +$28.5M +7% 6.27% 65.2% 158
WRPWM
3405
Werba Rubin Papier Wealth Management
California
$426M +$64M +18% 6.28% – 197
ECM
3406
Elgethun Capital Management
South Dakota
$426M +$29.3M +7% 8.13% 60% 158
EIA
3407
Eldridge Investment Advisors
New Hampshire
$426M +$28.9M +7% 5.28% 39.7% 153
BRM
3408
Boston Research & Management
Massachusetts
$426M +$30.2M +8% 8.51% 47.3% 120
CIC
3409
Canal Insurance Company
South Carolina
$426M +$47.5M +13% 9.24% 51.2% 79
CAM
3410
Creekmur Asset Management
Illinois
$425M +$38.2M +10% 4.93% – 1,137
CWM
3411
CMH Wealth Management
New Hampshire
$425M +$18.8M +5% 4.33% 83.4% 53
SCP
3412
Stamos Capital Partners
California
$425M -$46.4M -10% 3.38% 29.6% 138
MC
3413
Martin & Co
Tennessee
$425M +$27.4M +7% 8.29% 57.3% 108
CWM
3414
Compass Wealth Management
Connecticut
$425M +$19.7M +5% 7.82% – 406
LRWA
3415
Long Run Wealth Advisors
New York
$425M +$29.8M +8% 5.35% 42.8% 110
SF
3416
Safeguard Financial
Wisconsin
$424M +$64.7M +18% 5.87% 21.9% 131
RCM
3417
RB Capital Management
Nevada
$424M +$32.4M +8% 7.75% 78% 187
P
3418
Paradiem
Louisiana
$424M +$25M +6% 5.39% 83.7% 91
CCM
3419
Carderock Capital Management
Maryland
$424M +$41.4M +11% 9.05% 78.4% 75
AMG
3420
Advisors Management Group
Wisconsin
$423M +$23.1M +6% 8.14% 48.1% 167
DCM
3421
DAFNA Capital Management
California
$423M +$4.74M +1% 9.27% 117% 89
BFA
3422
Benedict Financial Advisors
Georgia
$423M +$29.1M +7% 8.74% 44.7% 129
KA
3423
Kozak & Associates
Colorado
$423M +$18M +4% 3.7% 105% 416
DWA
3424
Dorsey Wright & Associates
California
$423M +$37.4M +10% 11.7% – 152
BP
3425
Broadleaf Partners
Ohio
$423M +$9.38M +2% 5.13% 156% 81
135 136
137
138 139