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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SG
4651
Somerset Group
Minnesota
$115M -$2.65M -2% 5.99% 58.9% 74
RCM
4652
Red Cedar Management
Utah
$115M +$21.8M +23% 12.9% – 17
LWMM
4653
Legacy Wealth Management (Mississippi)
Mississippi
$115M – – 7.93% 78.5% 103
EWM
4654
Elmwood Wealth Management
California
$115M +$15.9M +16% 6.44% 34.8% 276
AC
4655
Almitas Capital
California
$115M +$21.3M +23% 2.97% 48.6% 72
BCM
4656
Banyan Capital Management
Georgia
$115M +$9.21M +9% 12.3% 63.3% 19
AFM
4657
Andesa Financial Management
Pennsylvania
$115M +$11.3M +11% 6.95% 73.6% 111
NNPTE
4658
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$115M – – 14.8% 288% 8
HGWM
4659
Harvest Group Wealth Management
Massachusetts
$115M +$33.2M +41% 3.86% 28.1% 1,121
SFG
4660
Sunburst Financial Group
Alabama
$115M – – 6.76% 40.2% 64
TA
4661
Townsend & Associates
Colorado
$114M +$9.65M +9% 5.88% 43.8% 74
RA
4662
Resource America
New York
$114M -$19.1M -14% 0.05% 12.1% 29
BSA
4663
Bull Street Advisors
Georgia
$114M +$6.81M +6% 6.13% 35.1% 88
FI
4664
Financial Insights
Washington
$114M +$9.64M +9% 5.94% 68.6% 81
HA
4665
Havens Advisors
New York
$114M +$5.35M +5% 34.2% 459% 45
KJWM
4666
Kiley Juergens Wealth Management
Washington
$114M +$22.5M +25% 9.9% 99.6% 46
ASA
4667
Armstrong Shaw Associates
Connecticut
$114M +$3.23M +3% 11.9% 51.2% 47
TC
4668
Trust Company
Kansas
$114M +$7.85M +7% 8.17% 30.8% 334
LAM
4669
L2 Asset Management
Massachusetts
$114M – – 11.2% 111% 77
YCM
4670
Yaupon Capital Management
New York
$114M +$29.7M +35% 2.1% 45.2% 45
SGMP
4671
Spark Growth Management Partners
Massachusetts
$114M – – 5.27% – 1
BWCS
4672
Beirne Wealth Consulting Services
Connecticut
$114M -$6.68M -6% 13.9% 57.2% 144
PL
4673
Protective Life
Alabama
$113M +$342K +0.3% 0.13% 32.5% 15
PSF
4674
Pacific Sun Financial
California
$113M +$7.45M +7% 7.16% – 143
KAM
4675
Kinney Asset Management
Illinois
$113M – – 11.4% – 3
185 186
187
188 189