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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BMC
4076
Beaton Management Company
Massachusetts
$121M +$9.46M +8% 7.36% 76.1% 126
FF
4077
Friedenthal Financial
New Jersey
$121M +$5.08M +4% 2.68% 124% 73
BWM
4078
Biltmore Wealth Management
Arizona
$121M +$10.5M +10% 6.26% 44.5% 48
EWG
4079
Executive Wealth Group
Washington
$121M +$8.27M +7% 5.65% 14.9% 37
AFC
4080
AFT Forsyth & Company
Florida
$121M +$6.58M +6% 8.23% 148% 146
ARMT
4081
Amica Retiree Medical Trust
Rhode Island
$121M +$5.81M +5% 7.4% – 358
EWM
4082
Elmwood Wealth Management
California
$120M +$10.6M +10% 5.72% 34.8% 308
WTFG
4083
Wells Trecaso Financial Group
Ohio
$120M +$13.8M +13% 9.77% 81% 73
TW
4084
Towerpoint Wealth
California
$120M +$14M +13% 2.37% 47.1% 33
LCC
4085
Lincoln Capital Corp
Rhode Island
$120M +$12.6M +12% 8.57% 66.5% 49
NVPX
4086
Norwest Venture Partners X
California
$120M +$7.52M +7% 7.93% 11.2% 3
TG
4087
TRV GP
Massachusetts
$120M -$38.5M -24% 10.7% 3,179% 5
JC
4088
Jentner Corp
Ohio
$120M +$766K +0.6% 3.59% 38.9% 30
WA1
4089
Wimmer Associates 1
California
$120M +$8.01M +7% 8.5% 67.7% 107
SPIO
4090
Seven Post Investment Office
California
$120M +$96.3M +404% 5.97% 50.6% 16
KTM
4091
Keeler Thomas Management
Utah
$120M +$12.1M +11% 8.64% 43.5% 57
EM
4092
Endicott Management
New York
$120M -$15.6M -12% 10.7% – 7
RCA
4093
Rex Capital Advisors
Rhode Island
$120M +$2.2M +2% 4.09% 7.31% 17
PAM
4094
Pegasus Asset Management
New York
$120M +$12.8M +12% 8.05% 93.3% 68
GECH
4095
Garnet Equity Capital Holdings
New York
$119M +$19.9M +20% 9.82% 51.6% 29
GEH
4096
General Equity Holdings
New York
$119M -$20.8M -15% 6.03% 1,373% 16
SV
4097
Stilwell Value
New York
$119M -$2.3M -2% 3.69% 178% 40
BSAM
4098
Blue Sky Asset Management
Colorado
$119M -$157K -0.1% 3.37% – 118
BMCM
4099
Bryn Mawr Capital Management
Pennsylvania
$119M +$5.06M +4% 6.77% 58.8% 96
KIA
4100
Kopp Investment Advisors
Minnesota
$119M +$12.2M +11% 17.3% 109% 62
162 163
164
165 166