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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EPIM
4426
Equinox Partners Investment Management
Connecticut
$186M -$22.2M -11% 15.1% 64.3% 16
WS
4427
Wela Strategies
Georgia
$186M +$12.3M +7% 3.9% 35.6% 47
LFA
4428
Landmark Financial Advisors
Kentucky
$186M +$8.4M +5% 6.05% 11.8% 71
OIS
4429
Okabena Investment Services
Minnesota
$186M +$14.3M +8% 6.96% 58.7% 82
DRS
4430
Deane Retirement Strategies
Louisiana
$186M +$21.6M +13% 13.1% 46.9% 87
MAG
4431
Millrace Asset Group
Pennsylvania
$186M +$42M +29% 23.1% 113% 98
FPWM
4432
FSB Premier Wealth Management
Iowa
$186M -$1.19M -0.6% 4.69% 41.5% 105
KCMRT
4433
Kemper Corp Master Retirement Trust
Illinois
$186M +$25.5M +16% 8.78% 21.9% 36
OAM
4434
Oak Asset Management
California
$186M -$19.8M -10% 5.81% 63.9% 93
RRWA
4435
Rainey & Randall Wealth Advisors
Florida
$185M +$17M +10% 4.99% 33.3% 55
EWMCB
4436
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$185M +$10.7M +6% 5.56% 13% 52
SCM
4437
Stonepine Capital Management
Oregon
$185M +$54.5M +42% 11% 160% 35
MCG
4438
MACRO Consulting Group
New Jersey
$185M +$12.6M +7% 5.4% – 108
NIA
4439
NIA Impact Advisors
California
$185M -$7.02M -4% 0.21% – 55
GDS
4440
Gimbel Daniel Scott
$185M +$20.4M +12% 2.2% 61.2% 3
SWP
4441
ShoreHaven Wealth Partners
New Jersey
$185M +$5.88M +3% 2.21% 45.2% 306
LBC
4442
Lawrence B. Cohen
$184M +$4.36M +2% 4.3% 41.8% 75
ICP
4443
Interchange Capital Partners
Pennsylvania
$184M +$147K +0.1% 6.94% 67.6% 1,239
KRC
4444
Kehrs Ridge Capital
New Jersey
$184M -$71.8M -28% 9.65% – 50
PBO
4445
Peoples Bank (Ohio)
Ohio
$184M +$14.6M +9% 9.03% 54.7% 115
VCM
4446
Venator Capital Management
Ontario, Canada
$184M +$67.9M +58% 10.3% 116% 79
MWM
4447
MBE Wealth Management
Wisconsin
$184M +$36.4M +25% 4.19% 47.9% 64
CRCM
4448
Crystal Rock Capital Management
Illinois
$184M +$9.05M +5% 10.7% 194% 39
SCM
4449
Stonehearth Capital Management
Massachusetts
$184M +$6.77M +4% 4.92% 49.2% 68
LAS
4450
Lloyd Advisory Services
Georgia
$184M +$1.07M +0.6% 2.41% – 427
176 177
178
179 180