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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PSG
3426
Planning Solutions Group
Maryland
$194M +$7.56M +4% 2.61% – 144
BFC
3427
Blue Fin Capital
Rhode Island
$194M +$3.6M +2% 4.13% – 128
EBT
3428
Enterprise Bank & Trust
Massachusetts
$194M -$49.4M -20% 3.54% 65.9% 111
ST
3429
Somerset Trust
Pennsylvania
$194M +$3.84M +2% 5% 54.4% 188
SC
3430
Schulhoff & Co
Ohio
$194M +$6.82M +4% 4.66% 30.1% 106
IWA
3431
Intercontinental Wealth Advisors
Texas
$194M -$8.03M -4% 2.42% 46.8% 473
LPIC
3432
LeJeune Puetz Investment Counsel
Michigan
$194M +$9.41M +5% 2.31% 64% 183
PIC
3433
Portland Investment Counsel
Ontario, Canada
$193M -$4.99M -3% 3.9% 61.4% 46
ACM
3434
Aquamarine Capital Management
New York
$193M +$12M +7% 7.17% 23% 11
USGIU
3435
U.S. Global Investors (USGI)
Texas
$193M -$14.2M -7% 7.43% 67.7% 223
WA
3436
Winfield Associates
Ohio
$193M +$5.46M +3% 3.07% 77.6% 134
ZCM
3437
Zebra Capital Management
Connecticut
$193M +$4.37M +2% 2.83% 142% 550
LJHT
3438
Laurie J. Hall Trustee
$193M +$2.77M +1% 3.39% 82.5% 340
PAA
3439
Peregrine Asset Advisers
Oregon
$193M +$19.2M +11% 4.72% 163% 136
S
3440
Surevest
California
$192M +$30M +18% 2.33% 24.6% 137
GAM
3441
Garrison Asset Management
Arkansas
$192M +$3.35M +2% 4.8% 52.1% 106
ARCM
3442
Asia Research & Capital Management
Hong Kong
$192M -$76.1M -28% 2.64% – 6
SFS
3443
Shaker Financial Services
Virginia
$192M -$5.09M -3% 1.49% 7.48% 147
PFA
3444
Pettinga Financial Advisors
Indiana
$192M +$5.47M +3% 3.44% 57.3% 100
ATI
3445
Act Two Investors
California
$192M +$18.4M +11% 5.3% 62.7% 41
RIM
3446
Rush Island Management
New York
$192M +$25M +15% 1.14% 0.16% 22
SC
3447
Spinnaker Capital
Massachusetts
$192M -$94.8M -33% 9.84% 12.4% 2
WAS
3448
Winch Advisory Services
Wisconsin
$192M +$11M +6% 2.28% 82.1% 499
BDWM
3449
Brewin Dolphin Wealth Management
Ireland
$192M +$7.98M +4% 4.91% 47.7% 202
CCM
3450
Crestwood Capital Management
New York
$192M +$15M +9% 12.2% 198% 26
136 137
138
139 140