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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWM
4376
Strategic Wealth Management
Washington
$106M -$23.4M -18% 0.35% 52.7% 25
BCM
4377
Banyan Capital Management
Georgia
$105M -$1.07M -1% 4.35% 63.3% 20
CFGF
4378
Compass Financial Group (Florida)
Florida
$105M +$820K +0.8% 0.35% 32.9% 20
CMI
4379
Clare Market Investments
Texas
$105M -$20.9M -17% 0.89% 150% 103
GB
4380
Gunma Bank
Japan
$105M +$3.99M +4% 4.08% 10.7% 9
MSDF
4381
Michael & Susan Dell Foundation
New York
$105M -$7.67M -7% 0.01% 109% 37
CC
4382
Cowbird Capital
New York
$105M -$12.9M -11% 6.23% 21.8% 17
RA
4383
Raffles Associates
New York
$105M +$7.52M +8% 4.14% 12.6% 60
CFN
4384
Cordasco Financial Network
Florida
$105M +$2.27M +2% 1.48% 31.1% 504
LSC
4385
Lesa Sroufe & Co
Washington
$105M -$8.33M -7% 0.85% – 63
LB
4386
Legacy Bridge
Iowa
$105M +$1.07M +1% 1.07% 132% 306
AW
4387
Avion Wealth
Texas
$105M – – 0.05% 29.2% 43
TA
4388
Townsend & Associates
Colorado
$105M -$26.4M -20% 0.68% 43.8% 84
LFPWM
4389
Leicht Financial Planning & Wealth Management
New Jersey
$105M +$2.56M +3% 0.86% 38.1% 53
EIP
4390
Edgbaston Investment Partners
$105M -$14.5M -12% 8.78% 4.67% 3
LAIC
4391
Lederer & Associates Investment Counsel
California
$105M -$4.26M -4% 2.28% 76.7% 92
FNBOSM
4392
First National Bank of South Miami
Florida
$105M -$2.25M -2% 0.76% 35.2% 286
WMRU
4393
William Marsh Rice University
Texas
$105M -$23.1M -18% 8.38% 13.7% 5
HAS
4394
HBW Advisory Services
California
$104M – – 2.41% 44.4% 60
FI
4395
Financial Insights
Washington
$104M +$5.87M +6% 1.64% 68.6% 70
MTIM
4396
Marathon Trading Investment Management
Pennsylvania
$104M -$32.9M -24% 0.09% 19.9% 156
AIM
4397
Act II Management
New York
$104M -$5.15M -5% 0.85% 42.7% 23
PD
4398
Planning Directions
Pennsylvania
$104M +$5.71M +6% 1.54% 36.4% 60
FP
4399
Factorial Partners
New York
$104M -$155K -0.1% 0.5% 69.8% 121
JCM
4400
Jacobsen Capital Management
Utah
$104M +$3.59M +4% 1.83% 63.4% 67
174 175
176
177 178