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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
UBG
4601
United Bank (Georgia)
Georgia
$120M +$13.7M +13% 8.61% 65.7% 79
APWA
4602
Atlas Private Wealth Advisors
New Jersey
$120M +$7.45M +7% 5.68% 41.1% 751
PSF
4603
Pacific Sun Financial
California
$120M +$8.93M +8% 7.37% – 149
CFC
4604
Coyle Financial Counsel
Illinois
$120M +$11.3M +10% 10.1% 46.2% 53
FL
4605
Fourthstone LLC
Missouri
$119M -$1K -0% 5.23% 17.7% 60
TWM
4606
Triton Wealth Management
Arizona
$119M +$22.5M +23% 13.2% – 89
BAM
4607
Boyar Asset Management
New York
$119M +$11.1M +10% 8.05% 64.5% 71
MWM
4608
MBE Wealth Management
Wisconsin
$119M +$107K +0.1% 7.14% 47.9% 47
TC
4609
Trust Company
Kansas
$119M +$13.7M +13% 7.16% 30.8% 333
AMC
4610
Asset Management Corp
Illinois
$119M +$15M +14% 6.38% 44.6% 146
CB
4611
CNB Bank
Pennsylvania
$119M +$5.18M +5% 7.84% 73.2% 440
BFA
4612
Bluestem Financial Advisors
Illinois
$119M +$9.44M +9% 4.28% 29.5% 26
BFM
4613
Broadview Financial Management
Wisconsin
$119M -$6.28M -5% 5.93% 42% 45
V
4614
ValueWorks
New York
$119M +$2.11M +2% 0.54% 110% 33
MFP
4615
Meridian Financial Partners
Virginia
$119M +$8.23M +7% 5.47% 47.2% 67
HFS
4616
HBC Financial Services
Washington
$119M +$7.26M +7% 6.5% 12.6% 212
LWM
4617
Loveless Wealth Management
Montana
$119M +$11.2M +10% 8.9% – 118
GWCM
4618
Godshalk Welsh Capital Management
Pennsylvania
$119M +$11.8M +11% 8.14% 54.9% 107
PC
4619
Phoenician Capital
New York
$118M -$37.3M -24% 12.8% 40.8% 17
MFS
4620
Monetta Financial Services
Illinois
$118M +$4.6M +4% 13.4% 196% 39
SCM
4621
Sterneck Capital Management
Missouri
$118M +$12.2M +11% 10.5% 48.1% 79
CI
4622
Cordant Inc
Oregon
$118M +$2.98M +3% 3.84% 25.6% 72
BRC
4623
BHF RG Capital
Arizona
$118M +$13.3M +13% 6.15% – 34
LIM
4624
Loudon Investment Management
New Hampshire
$118M +$2.38M +2% 6.58% 54.8% 82
SFG
4625
Sunburst Financial Group
Alabama
$118M +$7.78M +7% 7.01% 40.2% 59
183 184
185
186 187