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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OCM
5001
Orleans Capital Management
Louisiana
$156M +$8.97M +6% 7.11% 62.7% 81
SSCM
5002
Summit Street Capital Management
New York
$156M +$1.98M +1% 4.02% 76.4% 33
FMB
5003
Field & Main Bank
Kentucky
$156M +$16.7M +12% 7.91% 94.5% 209
AWA
5004
ARQ Wealth Advisors
Arizona
$156M +$1.38M +0.9% 6.09% 43.7% 52
MRI
5005
Mad River Investors
Massachusetts
$156M +$5.85M +4% 5.37% 181% 25
OPWM
5006
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 6.06% 47.4% 65
BCM
5007
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 7.94% 78.9% 43
CWM
5008
Concentrum Wealth Management
California
$156M +$23.3M +18% 13.8% 208% 58
RI
5009
Ridgewood Investments
New Jersey
$156M -$7.49M -5% 6% 46.1% 207
EFIC
5010
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 3.07% 33.1% 31
BHBT
5011
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 5.92% 51.4% 150
DAM
5012
Doheny Asset Management
California
$155M +$7.81M +5% 10.8% 131% 105
MWA
5013
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 7.36% – 175
SIAG
5014
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 6.41% 54.8% 95
AWM
5015
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 7.31% 68.8% 36
BAM
5016
Boyar Asset Management
New York
$155M +$7.35M +5% 4.97% 64.5% 85
TWA
5017
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 5.83% – 39
HCM
5018
Hall Capital Management
Rhode Island
$155M – – 5.93% – 95
MCM
5019
Masterton Capital Management
New York
$155M +$17M +12% 1.43% 0.56% 24
TWS
5020
Thomas W. Smith
$155M +$11M +8% 10.6% 3.57% 8
LI
5021
Lakestar II
Guernsey
$155M -$165M -52% 16.8% – 2
P
5022
&Partners
Tennessee
$155M +$17.1M +12% 6.87% 61.2% 183
SCM
5023
Spreng Capital Management
Ohio
$155M +$10.9M +8% 5.49% 66.1% 108
SIC
5024
Samalin Investment Counsel
New York
$154M +$5.21M +3% 6.84% 51.4% 248
PPWM
5025
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 4.32% 39.9% 58
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