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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BSSFA
4451
Baron Silver Stevens Financial Advisors
Florida
$184M -$108M -37% 5.68% 43.1% 540
AEPV
4452
AH Equity Partners V
California
$184M -$11.7M -6% 6.72% – 2
WA1
4453
Wimmer Associates 1
California
$184M +$16.1M +10% 3.92% 67.7% 125
T
4454
TrueFG
Texas
$184M +$16.8M +10% 6.02% 36.4% 35
WFA
4455
Wipfli Financial Advisors
Wisconsin
$184M +$15.9M +9% 6.25% – 41
IWAG
4456
Integer Wealth Advisors Group
Georgia
$184M +$32M +21% 5% – 84
PA
4457
Paragon Advisors
Texas
$183M -$2.33M -1% 3.08% 108% 95
LC
4458
LCNB Corp
Ohio
$183M +$6.98M +4% 7.68% 57.6% 154
PCM
4459
Perritt Capital Management
Illinois
$183M +$19.5M +12% 15.9% 70.8% 205
BFWA
4460
Benchmark Financial Wealth Advisors
Florida
$183M +$1.52M +0.8% 5.63% 60.1% 75
ACM
4461
Arthedge Capital Management
New York
$183M +$71.1M +64% 9.27% 146% 17
BAM
4462
Baldrige Asset Management
Pennsylvania
$183M +$14.5M +9% 4.1% 43.5% 87
WCM
4463
Wunderlich Capital Managemnt
Tennessee
$183M +$2.28M +1% 6.13% 33.6% 87
IA
4464
IFG Advisors
Missouri
$183M +$21.3M +13% 6.45% 56.4% 92
GA
4465
Greytown Advisors
Florida
$183M +$37.3M +26% 4.54% 13.9% 106
TVWM
4466
Tower View Wealth Management
Wisconsin
$183M +$6.77M +4% 2.79% 110% 223
MA
4467
Minerva Advisors
Pennsylvania
$183M +$951K +0.5% 24.5% 111% 76
DI
4468
Dalton Investments
Nevada
$183M -$19.9M -10% 5.08% 165% 36
GCM
4469
Gables Capital Management
Florida
$183M +$11.3M +7% 8.02% 135% 387
HWC
4470
Hill Winds Capital
New York
$183M +$47.2M +35% 10.4% 8.56% 49
NERM
4471
New England Research & Management
Illinois
$182M +$20.7M +13% 6.39% 33.3% 196
SWM
4472
Soundmark Wealth Management
Washington
$182M +$25.6M +16% 8.79% 17.1% 71
SEEDPG
4473
S.E.E.D. Planning Group
New York
$182M +$15.7M +9% 3.99% 52.5% 79
NFP
4474
Novak Financial Planning
Maryland
$182M +$12.2M +7% 4.15% – 115
AIA
4475
Arcadia Investment Advisors
Idaho
$182M +$6.73M +4% 5.07% 43% 115
177 178
179
180 181