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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BA
5226
Baugh & Associates
Georgia
$174M +$14.1M +9% 10.8% 47.2% 39
GCC
5227
Game Creek Capital
Massachusetts
$174M +$23.6M +16% 8% 57.9% 63
RBC
5228
Rye Brook Capital
Connecticut
$174M +$37.1M +27% 9.23% 43.7% 30
SFPG
5229
Stonebridge Financial Planning Group
Florida
$174M +$17.8M +11% 10.1% 56% 157
GTC
5230
Ghost Tree Capital
New York
$174M -$32.8M -16% 14% 198% 75
JWBC
5231
John W. Brooker & Co
California
$173M +$15.2M +10% 7.93% 29.6% 73
TWA
5232
Tandem Wealth Advisors
Arizona
$173M +$9.76M +6% 9.07% – 68
PI
5233
Pelion Inc
Utah
$173M -$16.9M -9% 0.29% 13.8% 4
DMBA
5234
Deseret Mutual Benefit Administrators
Utah
$173M -$30.4M -15% 9.28% 46.1% 505
ACM
5235
Ayrshire Capital Management
Connecticut
$173M +$18.6M +12% 12.1% 76.9% 51
KCM
5236
KM Capital Management
Texas
$173M +$27M +18% 10.3% – 47
CCMI
5237
Creative Capital Management Investments
California
$173M +$27.1M +19% 10.3% – 245
LBWM
5238
Left Brain Wealth Management
Illinois
$173M +$12.2M +8% 12.2% – 85
KWAG
5239
Kiely Wealth Advisory Group
North Carolina
$173M – – 4.56% – 267
GSB
5240
Greenfield Savings Bank
Massachusetts
$173M +$13.5M +8% 10.4% 74.7% 149
LWM
5241
Lodestone Wealth Management
Washington
$173M +$30M +21% 11.3% – 146
LK
5242
Lumbard & Kellner
New Hampshire
$173M +$22M +15% 7.84% 58.3% 65
1C
5243
1623 Capital
Virginia
$173M +$20M +13% 13.7% 10.7% 27
PWM
5244
Purus Wealth Management
California
$173M +$24.4M +16% 15.1% 146% 125
DAM
5245
Derbend Asset Management
Georgia
$173M +$25.8M +18% 9.22% 24.1% 111
ITB
5246
Idaho Trust Bank
Idaho
$173M +$18.9M +12% 9.41% – 86
SAM
5247
Sequent Asset Management
Texas
$173M +$81.4M +89% 4.94% 49% 82
APIM
5248
Agate Pass Investment Management
Washington
$172M +$24.9M +17% 8.21% 53.1% 100
SFA
5249
Seneca Financial Advisors
New York
$172M +$26.3M +18% 9.25% 38.8% 58
TC
5250
Taika Capital
Florida
$172M -$30.9M -15% 10.6% 67.5% 66
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