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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OFG
4476
Omega Financial Group
California
$226M +$15.8M +8% 5.06% 32% 69
HIC
4477
Harbor Island Capital
Massachusetts
$226M +$35.7M +19% 17.7% 95.7% 15
CC
4478
Corton Capital
Ontario, Canada
$225M 4.11% 186% 214
DSA
4479
Droms Strauss Advisors
Missouri
$225M +$17.3M +8% 9.89% 59.6% 48
DI
4480
Disciplined Investments
Oklahoma
$225M +$21.1M +10% 5.09% 34.3% 508
HAFS
4481
Hapanowicz & Associates Financial Services
Pennsylvania
$225M -$6.78M -3% 3.48% 53.8% 35
RWM
4482
Rockwood Wealth Management
Pennsylvania
$225M 9.15% 38.3% 118
SWM
4483
Sendero Wealth Management
Texas
$225M 8.25% 83.8% 81
LFA
4484
Landmark Financial Advisors
Kentucky
$225M +$39.3M +21% 4.06% 11.8% 90
RCA
4485
Riverview Capital Advisers
Massachusetts
$225M 9.65% 76.1% 104
WCM
4486
Wunderlich Capital Managemnt
Tennessee
$224M +$16.9M +8% 6.67% 33.6% 93
AMIM
4487
Aull & Monroe Investment Management
Alabama
$224M +$21.4M +11% 11.6% 47.5% 138
SC
4488
Stolper & Co
Oklahoma
$224M +$15.1M +7% 10.9% 53.5% 87
IF
4489
IRON Financial
Illinois
$224M +$15.7M +8% 5.9% 39.7% 116
JFG
4490
Jefferies Financial Group
New York
$224M -$8.04M -3% 1.63% 16% 7
JAMONY
4491
Jacob Asset Management of New York
California
$224M -$51.1M -19% 2.78% 22.5% 81
AFM
4492
Abbot Financial Management
Massachusetts
$224M +$4.05M +2% 6.87% 81.4% 139
PWM
4493
Paulson Wealth Management
Illinois
$224M +$13.4M +6% 5.82% 47.1% 105
HW
4494
Hamilton Wealth
California
$224M +$6.22M +3% 9.05% 50.1% 77
DL
4495
DOHJ LLC
Washington
$224M +$12.5M +6% 6.63% 51.5% 101
AA
4496
Auxano Advisors
Washington
$224M +$1.02M +0.5% 11.7% 81.3% 77
SST
4497
S Squared Technology
New York
$223M +$2.87M +1% 9.33% 160% 38
SFS
4498
Searcy Financial Services
Kansas
$223M +$59.8M +37% 11% 48.4% 24
MCA
4499
MSH Capital Advisors
Arizona
$223M 8.02% 51.9% 179
CCM
4500
Crestwood Capital Management
New York
$223M -$16.9M -7% 7.47% 198% 26