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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIC
4726
Samalin Investment Counsel
New York
$246M +$13.3M +6% 0.34% 51.4% 331
FFA
4727
Fi3 Financial Advisors
Indiana
$246M -$20.7M -8% 2.55% 60.3% 145
CCM
4728
Carmel Capital Management
California
$246M -$18.4M -7% 4.51% 167% 26
TC
4729
Trium Capital
United Kingdom
$246M +$116M +89% 7.32% – 63
HCM
4730
Heathbridge Capital Management
Ontario, Canada
$246M -$5.06M -2% 3.95% 29.9% 29
BOC
4731
Barbara Oil Co
Illinois
$246M +$4.99M +2% 3.3% 54.7% 76
DFG
4732
Dupree Financial Group
Kentucky
$246M +$27.3M +12% 3.9% – 76
IPA
4733
Investment Planning Advisors
Georgia
$246M +$17.1M +7% 2.98% – 73
WAOTB
4734
Wealth Advisors of Tampa Bay
Florida
$246M +$12.5M +5% 1.18% 61.8% 152
RCM
4735
Robinson Capital Management
Michigan
$246M -$1.78M -0.7% 0.43% 3.31% 135
YCM
4736
Yakira Capital Management
Connecticut
$246M -$6.32M -3% 5.08% 67.1% 282
MC
4737
Mathes Company
New York
$246M -$28.2M -10% 4.28% – 128
BWL
4738
Beacon Wealthcare LLC
North Carolina
$246M -$665K -0.3% 1.78% 33.6% 26
VAM
4739
Verity Asset Management
North Carolina
$246M +$68.3M +38% 2.21% 61.4% 221
PC
4740
Prairiewood Capital
North Dakota
$246M +$11.7M +5% 0.9% 29.8% 79
WCM
4741
Weik Capital Management
Pennsylvania
$246M -$115K -0% 2.83% 72.2% 94
EWA
4742
Encompass Wealth Advisors
Oregon
$246M -$1.97M -0.8% 1.98% 44.9% 102
CRI
4743
Commonwealth Retirement Investments
Virginia
$246M +$2.86M +1% 1.26% – 105
SAM
4744
Stenahm Asset Management
Guernsey
$246M – – 4.5% – 28
IIA
4745
ICW Investment Advisors
Arizona
$245M +$5.87M +2% 2.67% 50.2% 140
BFS
4746
Burkett Financial Services
South Carolina
$245M +$862K +0.4% 1.04% – 263
RLIM
4747
Red Lighthouse Investment Management
New York
$245M -$7.42M -3% 2.71% – 113
KA
4748
Kercheville Advisors
Texas
$245M -$12.4M -5% 4.79% 170% 105
CL
4749
CRCM LP
California
$245M -$646K -0.3% 8.96% – 7
ITB
4750
Idaho Trust Bank
Idaho
$245M +$46.8M +24% 0.18% – 106
188 189
190
191 192