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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIA
4926
Citadel Investment Advisory
Ohio
$162M +$8.8M +6% 6.82% 68.3% 74
SCM
4927
Sterneck Capital Management
Missouri
$162M +$18.4M +13% 7.11% 48.1% 107
TWP
4928
Treybourne Wealth Planners
Indiana
$162M +$17.3M +12% 7.15% – 48
DCM
4929
Delta Capital Management
New Jersey
$162M +$5.04M +3% 4.29% 50.3% 82
MCAI
4930
Members Capital Advisors Inc
Wisconsin
$162M +$31M +24% 4.72% 11.4% 69
AIA
4931
Arrow Investment Advisors
Maryland
$162M +$16.5M +11% 5.26% 29.9% 112
GWCM
4932
Godshalk Welsh Capital Management
Pennsylvania
$161M +$17.9M +12% 8.91% 54.9% 119
REMS
4933
Real Estate Management Services
$161M +$18.5M +13% 8.12% 67.3% 39
BA
4934
Baugh & Associates
Georgia
$161M +$9.76M +6% 5.47% 47.2% 41
PP
4935
Prosperity Planning
Missouri
$161M +$20.4M +14% 18.3% 31.3% 98
GA
4936
GoalVest Advisory
New York
$161M +$27M +20% 7.51% 66.1% 255
CAG
4937
Compass Advisory Group
New York
$161M +$11.2M +8% 3.24% 46.7% 51
FIS
4938
Fundsmith Investment Services
Mauritius
$161M – – 13.1% 74.7% 29
AF
4939
Apexium Financial
Texas
$161M +$24.7M +18% 8.18% 66.2% 83
JRCM
4940
Jones Road Capital Management
New York
$161M +$22.3M +16% 1.25% 50.8% 83
HBWM
4941
Hollow Brook Wealth Management
New York
$161M +$8.63M +6% 12.7% 83.4% 61
HLCM
4942
Hickory Lane Capital Management
New York
$161M +$7.78M +5% 5.19% – 50
BFG
4943
Baron Financial Group
New Jersey
$161M +$15.5M +11% 4.69% 37.1% 241
OCM
4944
Orion Capital Management
California
$161M +$18.3M +13% 9.78% 72.7% 308
BCM
4945
Banyan Capital Management
Georgia
$161M +$9.7M +6% 7.19% 63.3% 20
IPW
4946
IronBridge Private Wealth
Texas
$161M +$5.41M +3% 11.1% 73.6% 313
EFMH
4947
E Fund Management (HK)
Hong Kong
$161M -$150M -48% 3.97% 67.8% 54
CL
4948
COWA LLC
Oklahoma
$161M -$6.16M -4% 4.86% 45.5% 365
SMP
4949
Santa Monica Partners
Florida
$160M +$4.9M +3% 3.43% 106% 27
AFC
4950
Adaptive Financial Consulting
Ohio
$160M +$11.5M +8% 5.48% 27.2% 18
196 197
198
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