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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DTC
4701
Davidson Trust Company
Washington
$103M +$21.9M +27% 17.3% 52.3% 118
AWA
4702
ARQ Wealth Advisors
Arizona
$103M +$14.9M +17% 16% 43.7% 44
RHDIC
4703
R.H. Dinel Investment Counsel
California
$103M +$18.2M +22% 22% 52.7% 45
BBA
4704
Braun-Bostich & Associates
Pennsylvania
$102M +$23.9M +30% 13.4% 45.7% 338
FCM
4705
Fairbanks Capital Management
California
$102M +$25.7M +34% 23.8% 93.3% 58
SWIG
4706
Strategic Wealth Investment Group
Kentucky
$102M +$40.7M +66% 18.4% – 85
TCM
4707
Tandem Capital Management
New Jersey
$102M +$13.3M +15% 28.3% 93.1% 77
SG
4708
Somerset Group
Minnesota
$102M +$15.2M +17% 19.6% 58.9% 63
GIC
4709
Gantzert Investment Company
Illinois
$102M +$8.81M +9% 14.7% – 64
CPC
4710
Consolidated Planning Corp
Georgia
$102M +$22.3M +28% 22.3% 72.9% 42
OFW
4711
Omnia Family Wealth
Florida
$102M +$5.84M +6% 12.5% 72.5% 78
APG
4712
Andrew P. Goldfarb
$102M +$56.4M +124% 124% – 1
BA
4713
Ballew Advisors
Mississippi
$102M +$13.3M +15% 14.4% 49.5% 93
JCA
4714
Jade Capital Advisors
New Jersey
$102M +$30.9M +44% 30.8% 59.5% 91
CAM
4715
Costello Asset Management
Pennsylvania
$102M – – 21.5% 53.6% 223
PM
4716
Penbrook Management
New York
$102M +$23.6M +30% 40.9% 84.4% 109
ACM
4717
Avalon Capital Management
California
$102M +$17.4M +21% 13.9% 94.3% 31
KRC
4718
Kehrs Ridge Capital
New Jersey
$101M – – 10.5% – 14
CCM
4719
Cox Capital Management
Massachusetts
$101M -$13.3M -12% 14.6% 48.8% 196
QCM
4720
Quantinno Capital Management
New York
$101M -$58.7M -37% 31% 108% 494
ACH
4721
Axis Capital Holdings
Bermuda
$101M -$13.1M -11% 19.7% 62.2% 3
RHP
4722
Royal Harbor Partners
Texas
$101M +$14.8M +17% 18.3% 47.8% 87
EFIC
4723
Eliot Finkel Investment Counsel
California
$101M +$9.31M +10% 13.9% 33.1% 28
GPA
4724
Garrison Point Advisors
California
$101M +$19.2M +23% 21.7% 74% 128
VFA
4725
Values First Advisors
Tennessee
$101M +$17.7M +21% 27.4% 69.5% 146
187 188
189
190 191