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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCIA
5301
Cherry Creek Investment Advisors
Colorado
$185M +$20.9M +13% 15% 123% 110
BAM
5302
Ballast Asset Management
Texas
$185M +$27.3M +17% 6.21% – 53
HWA
5303
Hillcrest Wealth Advisors
New Jersey
$185M +$3.12M +2% 6.78% 41% 49
CWA
5304
Carolina Wealth Advisors
South Carolina
$185M -$8.49M -4% 10.6% 49% 257
KCM
5305
Kempner Capital Management
Texas
$184M +$5.55M +3% 12% 36.1% 55
HCM
5306
Hutner Capital Management
Vermont
$184M +$14.7M +9% 8.51% 48.7% 44
BDFN
5307
Bond & Devick Financial Network
Minnesota
$184M +$8.65M +5% 5.17% 39.4% 148
AWA
5308
Aletheian Wealth Advisors
Washington
$184M +$33.2M +22% 8.07% 50.7% 86
SF
5309
Slagle Financial
Illinois
$184M +$9.75M +6% 7.99% – 123
SCM
5310
Sage Capital Management
New Jersey
$184M +$17.1M +10% 9.85% – 153
LCM
5311
Lazari Capital Management
California
$184M +$9.42M +5% 14.9% – 135
MI
5312
Moneywise Inc
Virginia
$184M +$9.84M +6% 6.99% 41.8% 64
JHA
5313
Jackson Hill Advisors
Texas
$184M +$21.5M +13% 13.7% 111% 13
DCM
5314
Decatur Capital Management
Georgia
$184M +$17.1M +10% 17% 151% 52
BMC
5315
Beaton Management Company
Massachusetts
$184M +$16.6M +10% 12.4% 76.1% 136
ERP
5316
Eldred Rock Partners
Texas
$183M +$26.5M +17% 13.6% – 27
BWM
5317
Benchmark Wealth Management
Connecticut
$183M +$14.3M +8% 7.03% 42.7% 49
BC
5318
Blantyre Capital
United Kingdom
$183M +$40.5M +28% 19% – 4
DRD
5319
Dennis R. Delaney
$183M +$14.7M +9% 10.6% 65.7% 46
TCOK
5320
Trust Company of Kansas
Kansas
$183M +$2.64M +1% 11% 86.3% 52
DI
5321
Disciplined Investments
Oklahoma
$183M +$12.6M +7% 6.34% 34.3% 123
AWMT
5322
AAFMAA Wealth Management & Trust
North Carolina
$183M +$6.9M +4% 6.05% 62.6% 66
FNBSF
5323
First National Bank Sioux Falls
South Dakota
$183M -$11.9M -6% 8.91% 54.5% 131
WC
5324
Westhampton Capital
North Carolina
$183M +$15.2M +9% 11.7% 72.2% 120
C
5325
CEDRUS
Colorado
$183M +$21.6M +13% 6.96% 19.8% 159
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213
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