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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ZAM
5201
Zeal Asset Management
Hong Kong
$166M -$167M -50% 19.1% 26.9% 6
CVGI
5202
Craft Ventures GP I
California
$166M – – 31% – 1
LC
5203
Legacy CG
Texas
$166M – – 7.42% 46.2% 55
AIC
5204
Argus Investors Counsel
New York
$166M +$13.3M +9% 10.1% 103% 99
CSWM
5205
Cassady Schiller Wealth Management
Ohio
$166M – – 8.29% 21.7% 669
SAM
5206
S.A. Mason
Michigan
$166M +$14.3M +9% 10.2% 79.9% 328
GSWM
5207
Greenup Street Wealth Management
Michigan
$166M – – 5.76% 53.4% 80
MWA
5208
Motive Wealth Advisors
Michigan
$166M +$18M +12% 6.99% 55.9% 81
AWS
5209
Arkfeld Wealth Strategies
Nebraska
$166M -$199K -0.1% 5.42% 68.3% 78
BAM
5210
Boyar Asset Management
New York
$166M +$14.2M +9% 7.47% 64.5% 86
PM
5211
Penbrook Management
New York
$166M +$5.05M +3% 9.95% 84.4% 106
CCM
5212
Ciovacco Capital Management
Georgia
$166M +$20.3M +14% 10.4% 79.2% 31
SC
5213
Solstein Capital
California
$166M -$7.75M -4% 8.89% 74.5% 492
P
5214
&Partners
Tennessee
$166M +$8.57M +5% 5.62% 61.2% 193
LM
5215
Lansing Management
New York
$166M -$4.65M -3% 1.66% 115% 8
EFG
5216
Everhart Financial Group
Ohio
$166M +$19.7M +13% 9.3% 95.7% 113
KCM
5217
Kennicott Capital Management
California
$166M +$27.9M +20% 9.6% 81% 53
HS
5218
Horan Securities
United States
$166M – – 9.08% 50.2% 550
RFM
5219
RPD Fund Management
New York
$166M – – 11.1% – 6
WFS
5220
Weitzel Financial Services
Iowa
$166M +$11.4M +7% 3.44% 31.7% 32
BCP
5221
Blackhawk Capital Partners
Wisconsin
$165M +$7.2M +5% 7.62% 76.5% 103
CC
5222
Corsicana & Co
Texas
$165M +$8.42M +5% 9.78% – 216
MWA
5223
Moser Wealth Advisors
Washington
$165M +$9M +6% 9.53% – 147
FNBOSM
5224
First National Bank of South Miami
Florida
$165M +$16.5M +11% 7.1% 35.2% 383
CPSC
5225
Carl P. Sherr & Co
Massachusetts
$165M +$40M +32% 8.48% 62.9% 130
207 208
209
210 211