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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFS
3801
Shaker Financial Services
Virginia
$187M +$6.07M +3% 2.71% 7.48% 197
WCFA
3802
Walkner Condon Financial Advisors
Wisconsin
$187M +$73.2M +64% 5.47% 41.7% 121
THP
3803
Tower House Partners
United Kingdom
$187M -$20.1M -10% 16.8% 21.4% 6
FTS
3804
Fifth Third Securities
Ohio
$187M +$5.09M +3% 6.53% 43.7% 71
RCM
3805
Rings Capital Management
Illinois
$186M +$14M +8% 7.86% 109% 8
WIM
3806
Wittenberg Investment Management
Massachusetts
$186M +$7.19M +4% 10.6% 71.4% 75
AAG
3807
Avalon Advisory Group
Pennsylvania
$186M +$9.29M +5% 5.06% 33.5% 10
BG
3808
Berry Group
Massachusetts
$186M +$24.8M +15% 11.3% – 111
SC
3809
Schulhoff & Co
Ohio
$186M +$16M +9% 8.14% 30.1% 106
QWM
3810
Quaker Wealth Management
New Jersey
$186M +$18.6M +11% 3.28% – 61
AFA
3811
Abacus FCF Advisors
Florida
$186M +$80.8M +77% 14.7% 126% 95
CMP
3812
Courage Miller Partners
Virginia
$186M +$28K +0% 5.13% 29.7% 71
AIA
3813
Allied Investment Advisors
Montana
$186M +$12.3M +7% 11.1% 48.1% 46
RP
3814
RBS Partners
Florida
$186M +$58.2M +46% 46.6% 210% 3
CCM
3815
Callodine Capital Management
Massachusetts
$186M -$18.3M -9% 3.11% 39.1% 47
EGWAG
3816
Elwood & Goetz Wealth Advisory Group
Georgia
$186M +$21.7M +13% 4.95% 35% 40
AFS
3817
Access Financial Services
Minnesota
$185M +$32.8M +22% 5.87% 35.5% 79
HIM
3818
Hotaling Investment Management
Pennsylvania
$185M +$11.7M +7% 10.7% 52.7% 117
UC
3819
Unio Capital
New Jersey
$185M +$19.3M +12% 9.34% 107% 58
KC
3820
Kellner Capital
New York
$185M -$18.6M -9% 31% 390% 38
JWM
3821
Janiczek Wealth Management
Colorado
$185M +$8.76M +5% 6.31% 16.4% 749
DIM
3822
Delta Investment Management
California
$185M -$55M -23% 6.05% 52% 170
PFM
3823
Patton Fund Management
Texas
$185M +$12.6M +7% 9.27% 100% 90
MCL
3824
MIK Capital LP
New York
$184M +$4M +2% 23.3% – 56
FAAM
3825
First Ascent Asset Management
Colorado
$184M +$44.1M +31% 5.02% 4.18% 34
151 152
153
154 155