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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HIF
4001
Hill Island Financial
Michigan
$303M +$9.45M +3% 8.48% 54.2% 72
AIM
4002
Access Investment Management
Georgia
$303M +$34.7M +13% 8.92% – 103
JIC
4003
JRM Investment Counsel
Nebraska
$303M +$29.1M +11% 10.1% 52.2% 21
PIC
4004
PCJ Investment Counsel
Ontario, Canada
$303M +$43.3M +17% 8.53% 105% 91
BI
4005
Bulldog Investors
New Jersey
$303M -$1.77M -0.6% 3.88% 28.5% 206
EFMC
4006
Empire Financial Management Company
New York
$303M +$47.1M +18% 10.3% – 213
RDFA
4007
Ritter Daniher Financial Advisory
Ohio
$302M +$32.5M +12% 7.7% 50.1% 351
LHC
4008
Little House Capital
Massachusetts
$302M +$27.7M +10% 10.7% 82.3% 143
NL
4009
Navalign LLC
California
$302M +$15.2M +5% 5.49% 46.7% 127
UIA
4010
UG Investment Advisers
Taiwan
$302M -$15.1M -5% 13.1% – 14
SI
4011
Sapience Investments
California
$302M -$118M -28% 6.64% 41.9% 86
BRA
4012
Biechele Royce Advisors
Indiana
$302M -$3.85M -1% 4.58% 39.2% 68
NF
4013
Nikulski Financial
Iowa
$302M +$28.4M +10% 8.62% 71.7% 140
BC
4014
Bruce & Co
Illinois
$301M +$14.9M +5% 7.44% 23.4% 39
FFG
4015
Frisch Financial Group
New York
$301M +$35.8M +14% 8.1% 55.1% 140
MCM
4016
Multicoin Capital Management
Texas
$301M +$188M +167% 51.5% – 4
MFF
4017
Mango Five Family
Nevada
$301M +$35.3M +13% 29.7% – 89
AIC
4018
Ayalon Insurance Company
Israel
$301M +$25.3M +9% 10.1% 75.8% 76
MIC
4019
Meridian Investment Counsel
California
$301M +$9.41M +3% 9.15% 72.3% 212
CFG
4020
Carr Financial Group
Massachusetts
$301M +$30.3M +11% 6.81% – 184
BWA
4021
Bordeaux Wealth Advisors
California
$300M +$6.23M +2% 19.7% 141% 125
OIS
4022
Okabena Investment Services
Minnesota
$300M +$43.4M +17% 7.17% 58.7% 104
CLC
4023
Charles-Lim Capital
Hong Kong
$300M -$48.9M -14% 6.04% 10.4% 8
FMC
4024
FTV Management Company
California
$300M -$14.6M -5% 4.64% 14.1% 1
SCP
4025
Siena Capital Partners
Illinois
$300M -$18.7M -6% 3.32% 24.8% 108
159 160
161
162 163