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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RFP
5301
Roth Financial Partners
Texas
$121M +$19.9M +20% 7.46% 47.6% 24
EA
5302
Eclectic Associates
California
$121M +$15.3M +14% 4.42% 39.4% 63
CIM
5303
Courant Investment Management
Tennessee
$121M +$14.2M +13% 23.3% 80.3% 11
CCA
5304
Covey Capital Advisors
Georgia
$120M +$6.03M +5% 8.73% 118% 41
YMRC
5305
Yorktown Management & Research Company
Virginia
$120M +$9.28M +8% 13.1% 167% 284
CIG
5306
Cairn Investment Group
Washington
$120M +$14.4M +14% 13.1% 60.9% 73
CG
5307
Clarus Group
Texas
$120M +$4.31M +4% 8.42% 69.5% 112
SNBOSD
5308
Security National Bank of So Dak
Iowa
$120M +$7.29M +6% 6.09% – 96
AA
5309
Aufman Associates
Pennsylvania
$120M +$8.66M +8% 7.6% 52.3% 48
NCG
5310
Newport Capital Group
New Jersey
$120M +$3.99M +3% 2.55% – 61
EW
5311
Element Wealth
Mississippi
$120M +$12.3M +11% 8% 39.6% 170
RF
5312
RHS Financial
California
$120M +$3.3M +3% 2.9% 38% 79
SMG
5313
Smart Money Group
Texas
$120M +$1.02M +0.9% 3.19% 39.7% 64
LF
5314
LifeSteps Financial
California
$120M +$10.8M +10% 5.7% 76.7% 85
MIM
5315
Merrion Investment Management
New Jersey
$120M +$1.49M +1% 12.5% 108% 259
FPW
5316
Flagship Private Wealth
Massachusetts
$120M +$12.1M +11% 4.98% 51.3% 328
EL
5317
EQ LLC
Washington
$120M +$11.6M +11% 7.51% 57.3% 52
AWA
5318
Alta Wealth Advisors
Massachusetts
$120M +$668K +0.6% 4.13% 93.7% 146
HM
5319
Heronetta Management
New York
$120M -$461K -0.4% 15.1% 46% 25
BAM
5320
Beaumont Asset Management
Texas
$119M +$8.11M +7% 4.8% 61.2% 70
TBNY
5321
Trustco Bank (New York)
New York
$119M +$4.92M +4% 11% 71.2% 74
CIA
5322
CSat Investment Advisory
Michigan
$119M +$11.5M +11% 9.66% 73.5% 531
DTC
5323
Davidson Trust Company
Washington
$119M +$2.67M +2% 5.9% 52.3% 124
PWM
5324
Purus Wealth Management
California
$119M +$6.81M +6% 1.89% 146% 85
SCM
5325
Solas Capital Management
Connecticut
$119M -$12.2M -9% 30.5% 50.3% 33
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