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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OP
3726
Osmium Partners
California
$119M +$9.18M +8% 2.4% 29.2% 14
BF
3727
Blankinship & Foster
California
$119M +$1.34M +1% 1.9% 46.5% 30
HAFS
3728
Hapanowicz & Associates Financial Services
Pennsylvania
$119M +$6.53M +6% 1.55% 53.8% 25
ODG
3729
O'Dell Group
Ohio
$119M +$6.38M +6% 2.48% 53.5% 35
RAM
3730
RK Asset Management
Michigan
$119M -$2.67M -2% 0.06% – 20
APSI
3731
Asset Planning Services Inc
Louisiana
$119M +$1.25M +1% 0.81% 103% 35
CPA
3732
Clear Perspective Advisors
Illinois
$119M -$32.3M -21% 3.1% 88.5% 508
AIA
3733
AIMZ Investment Advisors
California
$119M +$332K +0.3% 2.14% 66.7% 101
DE
3734
DFT Energy
New York
$119M -$72.8M -38% 18.9% – 19
JFGLC
3735
Johnson Financial Group LLC (Colorado)
Colorado
$119M +$31M +35% 2.34% 48.5% 74
MIM
3736
Midwest Investment Management
Ohio
$119M +$1.44M +1% 2.02% 26.1% 53
PK
3737
Pflug Koory
Nebraska
$118M +$3.98M +3% 2.55% – 419
PFS
3738
Physicians Financial Services
North Carolina
$118M +$2.16M +2% 3.02% 89.3% 111
FBT
3739
First Bank & Trust
South Dakota
$118M +$2.25M +2% 3.45% 60% 275
FA
3740
Financial Advantage
Maryland
$118M -$726K -0.6% 0.5% 24.3% 32
SFA
3741
Staton Financial Advisors
North Carolina
$118M +$1.41M +1% 1.87% – 43
CCM
3742
Courage Capital Management
Tennessee
$118M +$22.3M +23% 1.95% 82.8% 21
CIA
3743
Cascade Investment Advisors
Oregon
$118M +$3.5M +3% 1.16% 60.3% 192
MI
3744
Moneywise Inc
Virginia
$117M +$7.02M +6% 2.35% 41.8% 39
PWSG
3745
Pacific Wealth Strategies Group
California
$117M +$1.9M +2% 2.6% 81.1% 78
HWA
3746
Heritage Way Advisors
Illinois
$117M +$8.67M +8% 2.67% 79.5% 60
SST
3747
S Squared Technology
New York
$117M +$10.1M +9% 18.9% 160% 43
NQWM
3748
Northwest Quadrant Wealth Management
Oregon
$117M +$12.2M +12% 2.12% 34.1% 60
SCP
3749
Steamboat Capital Partners
New York
$117M +$23.1M +25% 7.46% 269% 23
MC
3750
Marcus Capital
Illinois
$117M +$9.64M +9% 9.57% 102% 53
148 149
150
151 152