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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CC
4626
Claybrook Capital
Massachusetts
$213M +$15.2M +8% 3.48% 7.14% 138
HH
4627
HWG Holdings
Texas
$213M – – 13.7% – 139
UFG
4628
United Fire Group
Iowa
$213M +$12.5M +6% 8.87% 27.5% 52
SC
4629
Serenity Capital
California
$213M -$22.7M -10% 8.48% – 3
OKSA
4630
O'Keefe Stevens Advisory
New York
$213M +$29.9M +16% 19.7% 211% 44
SCM
4631
Sitrin Capital Management
California
$213M +$3.74M +2% 7.43% 105% 37
HWC
4632
Hill Winds Capital
New York
$213M +$298K +0.1% 14.1% 8.56% 63
TWA
4633
Tillar-Wenstrup Advisors
Ohio
$212M -$3.79M -2% 6.46% 27.4% 42
PIN
4634
Prudent Investors Network
California
$212M +$12.5M +6% 4.36% – 34
MCP
4635
Martin Capital Partners
Oregon
$212M +$13.8M +7% 7.49% 23.1% 70
NFSG
4636
Newbridge Financial Services Group
Florida
$212M +$51.8M +32% 9.03% 132% 1,601
PSC
4637
Prentiss Smith & Co
Vermont
$212M +$14.7M +7% 6.69% 50.7% 83
RWM
4638
RBA Wealth Management
California
$212M +$170M +410% 12.1% 66.2% 111
MAM
4639
Mystic Asset Management
Rhode Island
$212M – – 10.4% 91.1% 437
MFC
4640
Mechanics Financial Corp
Ohio
$211M – – 12.3% 50.8% 220
FP
4641
Financial Perspectives
Minnesota
$211M +$13M +7% 6.46% 78.3% 684
NVCHI
4642
New Vernon Capital Holdings II
New Jersey
$211M -$12.1M -5% 6.86% 76.7% 20
LD
4643
Lipe & Dalton
New York
$211M +$16.8M +9% 9.33% 59.7% 110
JCM
4644
Jacobsen Capital Management
Utah
$211M +$13.3M +7% 6.89% 63.4% 54
RIP
4645
Rhino Investment Partners
Pennsylvania
$211M +$13M +7% 4.04% 25.6% 46
BWM
4646
BNC Wealth Management
Oregon
$211M +$42.7M +25% 12% 155% 132
TW
4647
Towerpoint Wealth
California
$211M +$10.5M +5% 4.39% 47.1% 87
MPCG
4648
Matrix Private Capital Group
New York
$211M +$20.9M +11% 6.78% 56.3% 273
TA
4649
Trellis Advisors
Washington
$211M +$16.5M +8% 7.57% 23.3% 87
NCM
4650
Northwest Capital Management
Oregon
$211M +$18.9M +10% 4.66% 47.6% 105
184 185
186
187 188