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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PH
4276
Pinnacle Holdings
Oklahoma
$216M -$7.86M -4% 1.63% 58.8% 281
SFA
4277
Spectrum Financial Alliance
Kentucky
$216M +$18M +9% 4.28% – 14
SRSA
4278
S.R. Schill & Associates
Washington
$216M +$14.8M +7% 7.82% 27.1% 85
CSWG
4279
Cardinal Strategic Wealth Guidance
Kentucky
$216M +$7.57M +4% 6.76% 52.8% 95
CA
4280
Calton & Associates
Florida
$216M -$42.8M -17% 4.04% 51.2% 305
SC
4281
Schulhoff & Co
Ohio
$215M -$2.18M -1% 0.22% 30.1% 122
JAM
4282
JCIC Asset Management
Ontario, Canada
$215M +$13.7M +7% 9.92% 41% 119
DA
4283
DCM Advisors
New York
$215M +$8.64M +4% 7.67% 109% 73
AJ
4284
Ashburton (Jersey)
Jersey
$215M +$36.4M +20% 7.37% – 54
SFM
4285
Spartan Fund Management
Canada
$215M -$62.2M -22% 2.31% 24.9% 496
V
4286
VeraBank
Texas
$215M +$14.4M +7% 4.37% 51.5% 140
TA
4287
TRB Advisors
New York
$214M +$113M +111% 15.7% 76.3% 10
AIM
4288
AMI Investment Management
Indiana
$214M +$15.9M +8% 7.22% 55.2% 63
QWM
4289
Quaker Wealth Management
New Jersey
$214M +$17.1M +9% 3.91% – 52
PFSC
4290
Peoples Financial Services Corp
Pennsylvania
$214M +$431K +0.2% 2.56% 60.6% 274
GCM
4291
Gibraltar Capital Management
Oklahoma
$214M +$2.73M +1% 5.09% 47.8% 82
BS
4292
Bessemer Securities
New York
$214M -$9.19M -4% 9.12% 45% 139
OC
4293
Oarsman Capital
Wisconsin
$214M +$18M +9% 7.11% 60.6% 185
AC
4294
Alfreton Capital
United Kingdom
$214M +$23.7M +12% 17.5% 118% 4
BCM
4295
Boone Capital Management
Georgia
$214M +$18.7M +10% 9.04% – 20
RCM
4296
Robinson Capital Management
Michigan
$213M +$17.3M +9% 1.21% 3.31% 392
AM
4297
Atwater Malick
Pennsylvania
$213M +$10.3M +5% 4.46% 51.5% 58
FUBT
4298
First United Bank & Trust
Maryland
$213M +$8.35M +4% 7.18% 60.4% 147
EN1L
4299
Engine No 1 LLC
California
$213M +$9.83M +5% 11% 431% 19
BWM
4300
BigSur Wealth Management
Florida
$213M +$5.59M +3% 6.56% 75.9% 134
170 171
172
173 174