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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LCM
5126
LDR Capital Management
New York
$161M +$8.81M +6% 8.67% 7.33% 37
SF
5127
Slagle Financial
Illinois
$161M – – 4.74% – 118
VF
5128
Visa Foundation
California
$161M -$6.19M -4% 9.26% 45.2% 1
MAG
5129
Members Advisory Group
New York
$160M +$5.6M +4% 2.41% 30.4% 20
BDCM
5130
Black Diamond Capital Management
Connecticut
$160M -$13.1M -8% 0.51% 28.2% 12
JC
5131
Jentner Corp
Ohio
$160M +$13.8M +9% 5.16% 38.9% 45
MMHP
5132
Murphy Middleton Hinkle & Parker
Georgia
$160M -$953K -0.6% 3.94% 46.8% 140
W
5133
WorthPointe
California
$160M +$11.7M +8% 4.84% 48.1% 66
FCM
5134
Family Capital Management
Michigan
$160M +$13.2M +9% 6.66% – 79
BP
5135
BCK Partners
New York
$160M +$6.11M +4% 3.74% 34.1% 28
SC
5136
Scholtz & Company
Connecticut
$160M +$19.7M +14% 11.8% 111% 42
AFA
5137
Alpha Financial Advisors
North Carolina
$160M +$15.7M +11% 3.11% – 47
IGYL
5138
I.G.Y. Ltd
United Kingdom
$160M +$21.5M +16% 16.1% 117% 3
SRWM
5139
Shira Ridge Wealth Management
California
$160M +$8.11M +5% 6% – 66
BFA
5140
Buttonwood Financial Advisors
Maryland
$160M +$30.6M +24% 7.19% 67.4% 97
CPW
5141
Catalyst Private Wealth
California
$160M +$14.8M +10% 9.89% 124% 75
CP
5142
Camelot Portfolios
Ohio
$159M +$16M +11% 4.06% 28.9% 201
AFR
5143
Applied Fundamental Research
Massachusetts
$159M +$20.6M +15% 14.9% 19.3% 11
RFP
5144
Roth Financial Partners
Texas
$159M +$9.25M +6% 5.28% 47.6% 26
BAM
5145
Bellevue Asset Management
Washington
$159M +$12M +8% 9.62% 68% 498
VLC
5146
Van Leeuwen & Company
New Jersey
$159M +$10.4M +7% 11% 76.3% 83
PWP
5147
Pursue Wealth Partners
California
$159M +$12.9M +9% 14.8% 99.9% 110
CWM
5148
CCG Wealth Management
California
$159M +$8.04M +5% 5.83% 59.5% 67
RTL
5149
Red Tortoise LLC
Georgia
$159M +$10.5M +7% 3.31% – 632
ITB
5150
Idaho Trust Bank
Idaho
$159M – – 3.15% – 74
204 205
206
207 208