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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FG
4001
FSI Group
Ohio
$120M -$20.9M -15% 6.37% 1.01% 51
PAPAIJV
4002
Paragon Associates & Paragon Associates II Joint Venture
Texas
$120M +$3.1M +3% 7.07% 107% 26
SI
4003
SimpliFi Inc
California
$120M – – 1.63% 21.1% 14
UC
4004
Unio Capital
New Jersey
$120M – – 7.72% 107% 86
HI
4005
Harrington Investments
California
$120M +$15.4M +15% 7.1% 75.7% 83
EIG
4006
Ellenbecker Investment Group
Wisconsin
$120M – – 3.51% 49.2% 45
SG
4007
Somerset Group
Minnesota
$120M +$9.96M +9% 7.39% 58.9% 75
CSUI
4008
Cincinnati Specialty Underwriters Insurance
Ohio
$120M +$5.47M +5% 8.95% 109% 33
OIWM
4009
OptiFour Integrated Wealth Management
Virginia
$120M – – 3.23% – 61
LI
4010
Longer Investments
Arkansas
$120M +$7.38M +7% 4.67% 20.4% 45
JC
4011
JCSD Capital
California
$120M +$13.8M +13% 0.81% – 39
PI
4012
Pachira Investments
California
$119M +$5.89M +5% 5.52% 73.1% 11
GAMC
4013
Garner Asset Management Corp
Texas
$119M +$7.26M +6% 4.95% 62.2% 151
AMAL
4014
Asset Management Advisors LLC
Oklahoma
$119M +$9.68M +9% 5.63% 75.5% 24
RCC
4015
Red Cedar Capital
Nebraska
$119M – – 20.7% 43.2% 149
LFG
4016
Larson Financial Group
Missouri
$119M – – 4.34% 57.2% 71
CF
4017
Corrigan Financial
Rhode Island
$119M +$6.12M +5% 4.76% 9.54% 51
LFPWM
4018
Leicht Financial Planning & Wealth Management
New Jersey
$119M -$1.04M -0.9% 0.89% 38.1% 28
VCM
4019
Vivaldi Capital Management
Illinois
$119M +$95.9M +412% 7.78% 52.2% 147
TWS
4020
Thomas W. Smith
$119M +$14.5M +14% 14.5% 3.57% 10
EM
4021
Excalibur Management
Massachusetts
$119M +$1.38M +1% 5.22% 63.7% 82
MCM
4022
Millie Capital Management
California
$119M -$3.43M -3% 3.94% 24.6% 75
GGPE
4023
Golden Gate Private Equity
California
$119M -$9.65M -8% 5.04% 8.72% 25
AIA
4024
Allied Investment Advisors
Montana
$119M – – 9.47% 48.1% 48
BA
4025
Baugh & Associates
Georgia
$119M – – 7.86% 47.2% 41
159 160
161
162 163