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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OFA
4751
Oak Family Advisors
Illinois
$256M -$21.2M -8% 1.88% 71.8% 140
CCM
4752
Campbell Capital Management
Florida
$255M +$3.17M +1% 4.43% – 99
UIA
4753
UG Investment Advisers
Taiwan
$255M -$10.7M -4% 9.45% – 11
VBA
4754
von Borstel & Associates
Oregon
$255M +$78.9M +45% 2.74% – 38
SVCM
4755
Saturn V Capital Management
Texas
$255M -$24.4M -9% 8.04% – 30
LCM
4756
Leisure Capital Management
California
$255M +$21.3M +9% 1.77% 68.6% 155
PFG
4757
Pinnacle Financial Group
Illinois
$255M +$141K +0.1% 2.58% 40.7% 84
CWA
4758
Centennial Wealth Advisory
Michigan
$255M -$1.5M -0.6% 1.37% 44.3% 155
BTWM
4759
Baker Tilly Wealth Management
Wisconsin
$255M +$29M +13% 4.14% 85.1% 251
SA
4760
Situational Awareness
California
$255M – – 24.6% – 6
WIM
4761
Wittenberg Investment Management
Massachusetts
$255M -$56.8M -18% 4.74% 71.4% 82
MCC
4762
Malaga Cove Capital
California
$255M +$6.12M +2% 3.09% 90.3% 208
SCA
4763
Sandy Cove Advisors
Massachusetts
$255M +$9.39M +4% 2.1% 64.8% 130
SRC
4764
Stone Run Capital
New York
$255M -$14.1M -5% 1.93% 61.3% 70
SAM
4765
Selway Asset Management
$254M -$1.29M -0.5% 2.01% 36.5% 81
WF
4766
Whelan Financial
California
$254M +$11.5M +5% 0.97% 39.3% 60
WRTC
4767
Wind River Trust Company
Wyoming
$254M -$5.61M -2% 0.79% 52.4% 9
CWM
4768
Castle Wealth Management
Florida
$254M +$3.7M +1% 0.46% 49.5% 124
BCP
4769
BlackBarn Capital Partners
New York
$254M +$24M +10% 0.64% – 23
MIM
4770
Montgomery Investment Management
Maryland
$254M -$22.2M -8% 4.11% 77.7% 93
DWAM
4771
Duncan Williams Asset Management
Tennessee
$254M +$72.5M +40% 2.45% – 153
RS
4772
Rakuten Securities
Japan
$254M +$23.9M +10% 34.1% – 828
ACM
4773
Argyle Capital Management
Pennsylvania
$254M +$2.65M +1% 2.8% 52.5% 129
JGCM
4774
Joseph Group Capital Management
Ohio
$254M -$7.74M -3% 1.08% 43.7% 89
OCM
4775
Orchard Capital Management
Illinois
$254M -$36.9M -13% 2.85% 102% 62
189 190
191
192 193