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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RI
5301
Ridgewood Investments
New Jersey
$200M +$336K +0.2% 7.76% 46.1% 799
SV
5302
Stilwell Value
New York
$200M +$7.84M +4% 48.9% 178% 36
LWM
5303
Lodestone Wealth Management
Washington
$200M +$10.1M +5% 5.75% – 157
ORC
5304
O'Rourke & Company
Massachusetts
$200M +$22.2M +12% 8.48% 59.6% 152
EL
5305
EQ LLC
Washington
$200M +$32.8M +20% 5.96% 57.3% 64
SIAG
5306
Signet Investment Advisory Group
Rhode Island
$200M +$13.3M +7% 8.04% 54.8% 72
TWA
5307
Trellis Wealth Advisors
California
$200M +$17.6M +10% 5.89% – 31
GCA
5308
GSI Capital Advisors
California
$200M +$30.3M +18% 15.7% 14.6% 35
PWIA
5309
Porter White Investment Advisors
Alabama
$200M +$13M +7% 6.67% – 33
LHCM
5310
Lloyd Harbor Capital Management
New York
$200M +$36.3M +22% 5.52% – 30
BCA
5311
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 5.95% – 30
JCM
5312
JS Capital Management
New York
$199M +$3.05M +2% 1.56% 7.61% 1
PF
5313
Parker Financial
Washington
$199M +$15.8M +9% 5.8% – 43
QCIG
5314
Quad-Cities Investment Group
Iowa
$199M +$18.5M +10% 6.43% 48.7% 189
IFO
5315
Independent Family Office
New York
$199M +$23.9M +14% 7.69% 66.1% 76
PHM
5316
Prospect Hill Management
New Jersey
$199M +$17M +9% 10.7% 99.3% 17
TWM
5317
Trueblood Wealth Management
Ohio
$199M +$22M +12% 8.46% – 236
PCM
5318
Peirce Capital Management
Texas
$199M +$10.3M +5% 6.54% – 37
TWM
5319
TCFG Wealth Management
California
$199M – – 5.4% – 222
CW
5320
Cook Wealth
North Carolina
$199M +$14M +8% 6.24% 7.35% 57
WIA
5321
Wetzel Investment Advisors
Indiana
$199M +$24.4M +14% 5.7% – 944
MAMNY
5322
Marathon Asset Management (New York)
New York
$199M +$91.3M +85% 39.8% 66.8% 12
OCP
5323
Oakcliff Capital Partners
New York
$199M +$11.9M +6% 15.2% 152% 10
AFM
5324
Abbot Financial Management
Massachusetts
$199M +$12M +6% 5.96% 81.4% 128
RF
5325
RHS Financial
California
$199M +$35.2M +22% 5.8% 38% 138
211 212
213
214 215