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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DI
4126
DFPG Investments
Utah
$153M +$31.9M +26% 7.73% 38.3% 182
CCG
4127
Ceeto Capital Group
Florida
$153M +$14.4M +10% 11.7% 83.2% 137
IDBONY
4128
Israel Discount Bank of New York
New York
$153M +$16.5M +12% 7.32% 37.6% 90
PCM
4129
Poehling Capital Management
Wisconsin
$153M +$16.4M +12% 11% 49.3% 114
ATC
4130
Adirondack Trust Company
New York
$152M +$10M +7% 7.85% 72.2% 367
AIA
4131
Arcadia Investment Advisors
Idaho
$152M +$3.98M +3% 6.47% 43% 76
VC
4132
Vision Capital
Ontario, Canada
$152M +$34.3M +29% 4.42% 15.4% 6
OFG
4133
Omega Financial Group
California
$152M +$9.61M +7% 4.17% 32% 63
WGCA
4134
Wolf Group Capital Advisors
Virginia
$152M +$6.82M +5% 7.48% 28.2% 79
BWAM
4135
Boyd Watterson Asset Management
Ohio
$152M +$9.33M +7% 8.26% 79.2% 120
SPI
4136
Santori & Peters Inc
Pennsylvania
$152M +$14.2M +10% 7.48% 88% 80
I2I
4137
Insight 2811 Inc
Illinois
$152M +$10.9M +8% 3% 20.4% 95
PAM
4138
Pegasus Asset Management
New York
$152M +$14.5M +11% 9.44% 93.3% 73
ACA
4139
Affinity Capital Advisors
California
$152M – – 8.01% 54.4% 116
HP
4140
Harvey Partners
New York
$152M +$18.2M +14% 11.9% 117% 35
HIM
4141
Harbour Investment Management
Washington
$152M +$11M +8% 7.41% 63.6% 71
OCPWS
4142
One Charles Private Wealth Services
Massachusetts
$152M – – 6.89% 109% 35
HM
4143
HCSF Management
California
$152M +$8.81M +6% 7.78% 58.8% 13
RBFC
4144
Roman Butler Fullerton & Co
Missouri
$152M +$6.95M +5% 8.99% 114% 176
HIS
4145
Horizon Investment Services
Indiana
$152M +$1.26M +0.8% 12.7% 145% 109
AC
4146
Addison Capital
Pennsylvania
$152M +$10.8M +8% 8.67% 61% 129
BCIM
4147
Bishop & Co Investment Management
Pennsylvania
$151M +$14M +10% 6.07% 38.8% 25
SFC
4148
SYM Financial Corp
Indiana
$151M +$1.85M +1% 5.56% 41.3% 98
CWA
4149
Clarus Wealth Advisors
Arizona
$151M +$14.5M +11% 8.14% – 167
TW
4150
Towerpoint Wealth
California
$151M +$4.12M +3% 4.43% 47.1% 87
164 165
166
167 168