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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BOM
5201
Bank of Marin
California
$137M +$85K +0.1% 1.28% 71.7% 125
RDFA
5202
Ritter Daniher Financial Advisory
Ohio
$137M +$2.31M +2% 0.65% 50.1% 218
DI
5203
Dalton Investments
Nevada
$137M -$44.9M -25% 2.41% 165% 27
SFP
5204
Strategic Financial Planning
Texas
$137M -$1.96M -1% 2.36% 31.4% 32
RFMS
5205
RWQ Financial Management Services
Florida
$136M +$3.34M +3% 2.44% 422% 27
ACM
5206
Altai Capital Management
California
$136M +$13.3M +11% 2.34% 104% 14
SC
5207
Samjo Capital
New York
$136M -$11.5M -8% 5.81% 88.7% 20
BA
5208
Ballew Advisors
Mississippi
$136M -$8M -6% 1.01% 49.5% 132
PP
5209
Patron Partners
Texas
$136M +$3.14M +2% 0.06% 68.7% 185
LFGH
5210
Lee Financial Group Hawaii
Hawaii
$136M -$2.77M -2% 1.73% 12.9% 37
HWM
5211
HighMark Wealth Management
Minnesota
$136M -$202K -0.1% 1.3% 66% 541
BI
5212
Berkeley Inc
Idaho
$136M -$3.75M -3% 1.77% 39.4% 91
RF
5213
Robbins Farley
New Hampshire
$136M +$47M +53% 1.24% 92.1% 198
GIM
5214
Guardian Investment Management
California
$135M -$10.7M -7% 0.98% 64.9% 62
NPI
5215
New Perspectives Inc
Mississippi
$135M +$6.64M +5% 0.57% – 23
TCMP
5216
Thrive Capital Management (Pennsylvania)
Pennsylvania
$135M +$6.85M +5% 1% 40.5% 111
RRA
5217
Round Rock Advisors
Connecticut
$135M -$1.99M -1% 0.72% 56.2% 70
CIG
5218
Cairn Investment Group
Washington
$135M -$1.21M -0.9% 1.37% 60.9% 72
DIS
5219
Diversified Investment Strategies
Louisiana
$135M +$159K +0.1% 1.85% 86.2% 45
CG
5220
Corundum Group
Colorado
$135M -$17.6M -12% 1.66% 63.8% 105
IWMWV
5221
Ironwood Wealth Management (West Virginia)
West Virginia
$135M -$4.52M -3% 0.92% 27.3% 42
WMP
5222
Wealth Management Partners
Arizona
$135M -$8.74M -6% 0.16% 127% 123
AEPV
5223
AH Equity Partners V
California
$135M -$19M -12% 15.8% – 3
ABP
5224
Arthur B. Page
$135M -$5.7M -4% 0.21% 40.4% 60
AC
5225
Aristides Capital
Kentucky
$135M +$4.21M +3% 0.46% 65.2% 179
207 208
209
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