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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BMC
4151
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 6.52% 76.1% 116
SPI
4152
Santori & Peters Inc
Pennsylvania
$111M – – 7.14% 88% 644
SMP
4153
Santa Monica Partners
Florida
$111M – – 11.3% 106% 30
SWM
4154
Sequoia Wealth Management
Illinois
$111M – – 4.35% – 58
HS
4155
Horan Securities
United States
$111M +$9M +9% 2.65% 50.2% 216
PWA
4156
Peterson Wealth Advisors
Utah
$111M – – 4.67% 40% 45
AIA
4157
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 3.64% 47.8% 156
FLI
4158
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 6.72% 61% 103
OKSA
4159
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 4.08% 211% 49
SNBOSCI
4160
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 6.39% – 87
DIS
4161
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 7.18% 86.2% 46
CAAS
4162
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 4.08% 41.4% 117
TODC
4163
Trustees of Dartmouth College
New Hampshire
$110M – – 7.21% – 26
AAM
4164
Ascension Asset Management
New York
$110M – – 7.38% – 74
SWM
4165
Sanctuary Wealth Management
Idaho
$110M – – 3.9% – 19
SST
4166
S Squared Technology
New York
$110M -$8.65M -7% 1.3% 160% 46
RMSCM
4167
R.M. Sincerbeaux Capital Management
New York
$110M +$5.93M +6% 8.91% 78.8% 52
AWA
4168
Acorn Wealth Advisors
Michigan
$110M – – 5.2% 42% 807
MPPLM
4169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$110M – – 4.43% 89.5% 364
JFM
4170
Jackson Financial Management
California
$109M – – 5.58% – 37
IWA
4171
Independence Wealth Advisors
Virginia
$109M – – 3.22% 34.1% 26
7A
4172
734 Agriculture
New York
$109M -$17.2M -14% 13.6% 23.8% 1
WC
4173
Weil Company
California
$109M – – 4.86% 58.9% 93
OFG
4174
OmniStar Financial Group
North Carolina
$109M – – 7.6% 49.6% 98
NFG
4175
Nations Financial Group
Iowa
$109M +$6.13M +6% 4.93% 80% 151
165 166
167
168 169