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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OFG
4026
Omega Financial Group
California
$136M +$22.3M +20% 10.5% 32% 63
SMFS
4027
Squar Milner Financial Services
California
$135M +$31.4M +30% 11.7% 873
SIC
4028
Shoker Investment Counsel
Ohio
$135M +$16.2M +14% 11.7% 53.5% 108
HIM
4029
Harbour Investment Management
Washington
$135M +$13.7M +11% 13.6% 63.6% 67
CRCM
4030
Crystal Rock Capital Management
Illinois
$135M +$23.8M +21% 18.9% 194% 33
UA
4031
Unison Advisors
District of Columbia
$135M +$8.91M +7% 10.3% 39.3% 164
SL
4032
SIB LLC
New York
$135M +$16.6M +14% 15.6% 29.1% 24
SIG
4033
Schaller Investment Group
North Carolina
$135M -$118K -0.1% 2.53% 21.9% 36
THWM
4034
Taylor Hoffman Wealth Management
Virginia
$135M +$23.3M +21% 13.2% 47.8% 435
GTAM
4035
Global Trust Asset Management
Florida
$135M +$22.7M +20% 12.6% 72.7% 484
PCMC
4036
Private Capital Management (Colorado)
Colorado
$135M +$18.5M +16% 13.4% 20% 99
ERM
4037
Elm Ridge Management
New York
$134M -$34.5M -20% 22.3% 93.7% 35
JC
4038
JCSD Capital
California
$134M -$3.04M -2% 4.32% 52
OWM
4039
Opes Wealth Management
California
$134M 10.1% 53.4% 37
FCM
4040
Ferox Capital Management
United Kingdom
$134M -$7.54M -5% 2.15% 2.07% 35
SCG
4041
Sonata Capital Group
Washington
$134M +$11.6M +9% 11.9% 52.1% 101
VST
4042
Van Strum & Towne
California
$134M +$15.7M +13% 12.8% 51.4% 66
TWS
4043
Thomas W. Smith
$134M +$15.4M +13% 22.3% 3.57% 10
WPEP
4044
Walnut Private Equity Partners
Nebraska
$134M +$21.3M +19% 16.2% 67% 20
FFC
4045
First Financial Corp
Indiana
$134M +$9.75M +8% 11.2% 64.8% 334
EWMCB
4046
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$134M +$17.9M +15% 10.5% 13% 39
CA
4047
Continuum Advisory
Idaho
$134M -$2.34M -2% 9.7% 55.9% 167
AWM
4048
Aries Wealth Management
Maine
$134M +$39.4M +42% 12.8% 64.1% 158
CWA
4049
Clarus Wealth Advisors
Arizona
$134M +$70.1M +110% 13.2% 751
UTC
4050
Unified Trust Company
Kentucky
$134M +$23.6M +21% 12.3% 69.8% 53