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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWA
4476
Clarus Wealth Advisors
Arizona
$119M +$18.7M +19% 23.5% – 148
CT
4477
Clearstead Trust
Maine
$119M +$8.14M +7% 21.8% 87.1% 184
ADMI
4478
Albert D. Mason Inc
Massachusetts
$119M +$19.4M +20% 17.3% 50.8% 149
WMA
4479
Wealth Management Associates
New Jersey
$119M +$19.6M +20% 21.8% 86% 155
AFC
4480
AFT Forsyth & Company
Florida
$119M +$19.1M +19% 25.1% 148% 128
SWM
4481
Sculati Wealth Management
Michigan
$119M +$27.6M +30% 21% 76.7% 110
SJL
4482
Shayne & Jacobs LLC
Tennessee
$118M -$7.02M -6% 7.94% 72.1% 32
WC
4483
Weil Company
California
$118M +$12M +11% 21.5% 58.9% 105
HCM
4484
Hutner Capital Management
Vermont
$118M +$8.79M +8% 9.28% 48.7% 41
SHA
4485
Seneca House Advisors
Virginia
$118M +$23.7M +25% 21.2% 44.5% 69
FMTCOCP
4486
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$118M +$16.7M +16% 17% 61% 305
CASB
4487
Cape Ann Savings Bank
Massachusetts
$118M – – 18% 53.2% 86
RSC
4488
Red Spruce Capital
Pennsylvania
$118M +$21.7M +23% 23.3% 69.5% 92
SCG
4489
Siris Capital Group
New York
$118M +$46.4M +65% 53.2% – 2
PFA
4490
Plotkin Financial Advisors
Maryland
$118M +$35.3M +43% 30.2% 79.7% 65
HH
4491
HWG Holdings
Texas
$118M – – 27.5% – 115
AA
4492
Altman Advisors
Illinois
$118M +$9.95M +9% 27.4% – 77
EAM
4493
Eukles Asset Management
Ohio
$118M +$21.5M +22% 23.3% 86.8% 161
BGC
4494
Birch Grove Capital
New York
$117M +$47.6M +68% 5.07% 2.44% 40
SFPG
4495
Stonebridge Financial Planning Group
Florida
$117M +$17.1M +17% 21.1% 56% 430
DCM
4496
Delta Capital Management
New Jersey
$117M -$5.95M -5% 16.9% 50.3% 68
FMB
4497
Field & Main Bank
Kentucky
$117M – – 20.8% 94.5% 178
MC
4498
MRJ Capital
New York
$117M +$24.1M +26% 26.9% 127% 53
FFC
4499
First Financial Corp
Indiana
$117M +$8.43M +8% 17.7% 64.8% 400
BWM
4500
Benchmark Wealth Management
Connecticut
$117M +$17.4M +17% 13.4% 42.7% 51
178 179
180
181 182