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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SHA
4801
Seneca House Advisors
Virginia
$252M +$14.2M +6% 0.86% 44.5% 96
PIA
4802
Pinion Investment Advisors
Kansas
$251M +$12.5M +5% 2.85% 60.7% 167
AC
4803
Addison Capital
Pennsylvania
$251M +$3.39M +1% 1.32% 61% 142
HCM
4804
Heathbridge Capital Management
Ontario, Canada
$251M -$11.9M -5% 4.99% 29.9% 32
RFP
4805
Roth Financial Partners
Texas
$251M +$770K +0.3% 2.2% 47.6% 32
ILI
4806
Invesco LLC (Illinois)
Illinois
$251M +$401K +0.2% 1.36% – 162
CFS
4807
CGC Financial Services
Oregon
$251M +$1.56M +0.6% 2.1% – 358
LCM
4808
Lazari Capital Management
California
$251M +$17.1M +7% 6.11% – 166
SL
4809
SWMG LLC
Texas
$251M +$8.7M +4% 1.13% 44% 122
OIC
4810
Orion Investment Company
Missouri
$251M -$6.57M -3% 11.9% – 66
CA
4811
Cumberland Advisors
Florida
$251M -$1.04M -0.4% 0.16% 63.5% 50
ACM
4812
Ararat Capital Management
Connecticut
$251M -$39.2M -14% 3.61% 75.7% 19
CPP
4813
Capasso Planning Partners
South Carolina
$250M -$88.6M -26% 0.3% 46.5% 164
PVM
4814
Palogic Value Management
Texas
$250M -$577K -0.2% 3.61% – 189
BC
4815
Beaconlight Capital
New York
$250M +$7.17M +3% 12.4% 149% 34
MS
4816
Madden Securities
Texas
$250M +$18M +8% 7.54% 93.8% 120
BCM
4817
Barometer Capital Management
Ontario, Canada
$250M -$97M -28% 0.36% 265% 201
SCM
4818
Stonehearth Capital Management
Massachusetts
$249M -$2.17M -0.9% 1.46% 49.2% 84
FPWM
4819
FSB Premier Wealth Management
Iowa
$249M +$5.36M +2% 0.78% 41.5% 215
ACM
4820
Arvin Capital Management
Texas
$249M +$12.2M +5% 2.1% – 39
VM
4821
Valor Management
Illinois
$249M -$225M -48% 12.8% 22.7% 5
BFA
4822
Brown Financial Advisors
Ohio
$249M +$6.07M +2% 0.16% – 139
SWMG
4823
Signature Wealth Management Group
Georgia
$249M -$636K -0.3% 0.65% – 112
BFS
4824
Bare Financial Services
Pennsylvania
$249M +$5.24M +2% 2.52% – 158
TCM
4825
Tieton Capital Management
Washington
$249M +$55.6M +29% 4.54% 158% 41
191 192
193
194 195