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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TF
4226
TRH Financial
Iowa
$148M +$22.9M +18% 10.3% 70
EW
4227
Emerson Wealth
Michigan
$148M +$6.82M +5% 7.07% 18.1% 22
MS
4228
Marshall & Sullivan
Washington
$148M +$11.5M +8% 10.1% 61% 65
DI
4229
DAGCO Inc
Ohio
$148M +$48.8M +49% 8.81% 50.2% 105
SJIM
4230
St. Johns Investment Management
Florida
$148M +$11.9M +9% 10.1% 64.7% 178
EH
4231
Employers Holdings
Nevada
$148M -$28.9M -16% 9.68% 173
PK
4232
Pflug Koory
Nebraska
$148M +$13.1M +10% 9.8% 417
PFA
4233
Pinnacle Family Advisors
Missouri
$148M +$33.4M +29% 18% 83.6% 93
RWM
4234
RBA Wealth Management
California
$148M +$10.5M +8% 8.83% 66.2% 106
IOOF
4235
Independent Order of Foresters
Ontario, Canada
$148M +$11.2M +8% 8.27% 58.2% 12
NSB
4236
Norway Savings Bank
Maine
$148M +$12M +9% 6.09% 64.5% 307
ACM
4237
Alethea Capital Management
Washington
$148M -$23.2M -14% 2.4% 162% 98
SA
4238
Shilanski & Associates
Alaska
$148M +$10.5M +8% 6.97% 65.2% 95
GGI
4239
GPM Growth Investors
Michigan
$147M +$13.1M +10% 10.2% 38
DRS
4240
Deane Retirement Strategies
Louisiana
$147M +$10.4M +8% 4.45% 46.9% 79
PBO
4241
Peoples Bank (Ohio)
Ohio
$147M +$5.46M +4% 5.35% 54.7% 100
CI
4242
Cavalier Investments
Georgia
$147M -$26M -15% 8.91% 131% 80
BOCM
4243
Bontempo Ohly Capital Management
Maryland
$147M +$5.53M +4% 4.55% 43.7% 34
AEPIP
4244
AH Equity Partners IV (Parallel)
California
$147M 11.1% 1
SCI
4245
Stableford Capital II
Arizona
$147M +$13.2M +10% 2.59% 47.4% 71
DMBA
4246
Deseret Mutual Benefit Administrators
Utah
$147M -$360K -0.2% 7.94% 46.1% 6
YRHAM
4247
Yong Rong (HK) Asset Management
Hong Kong
$147M +$32.7M +29% 23.4% 674% 17
BSA
4248
Bull Street Advisors
Georgia
$146M +$16.6M +13% 6.6% 35.1% 90
APSI
4249
Asset Planning Services Inc
Louisiana
$146M +$7.54M +5% 5.62% 103% 41
AA
4250
Argent Advisors
Louisiana
$146M +$15.3M +12% 5.08% 42% 151