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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CBT
5401
CoreFirst Bank & Trust
Kansas
$146M -$8.42M -5% 1.12% 48.5% 426
DIS
5402
Diversified Investment Strategies
Louisiana
$146M +$8.28M +6% 8.72% 86.2% 47
CWA
5403
CJM Wealth Advisers
Virginia
$146M +$5.58M +4% 2.07% 57.8% 62
SCA
5404
Southern Capital Advisors
Tennessee
$146M -$15.6M -10% 4.1% 49.1% 95
MCA
5405
Martin Capital Advisors
Texas
$146M -$15.7M -10% 8.3% 107% 64
MWA
5406
Motive Wealth Advisors
Michigan
$146M -$20.1M -12% 6.31% 55.9% 88
GIA
5407
Goodwin Investment Advisory
Georgia
$146M +$12.2M +9% 5.54% 60.9% 268
SFMG
5408
Sage Financial Management Group
Virginia
$146M -$4.19M -3% 5.67% 42.9% 31
EGVF
5409
ESA Global Value Fund
Cayman Islands
$146M -$8.22M -5% 5% – 5
CAM
5410
Costello Asset Management
Pennsylvania
$146M -$18M -11% 1.63% 53.6% 269
RCM
5411
Robinson Capital Management
Michigan
$146M -$15M -9% 9.87% 3.31% 291
ACM
5412
Anabranch Capital Management
Connecticut
$146M -$30.8M -17% 16.3% 284% 7
FP
5413
Factorial Partners
New York
$146M -$5.58M -4% 5.14% 69.8% 100
FGG
5414
Financial Guidance Group
Florida
$145M – – 4.01% 43.7% 41
SVBP
5415
Strategic Value Bank Partners
Ohio
$145M +$34.9M +32% 1.16% 25% 22
AWA
5416
Acorn Wealth Advisors
Michigan
$145M -$12.3M -8% 3.42% 42% 184
RTM
5417
Rizvi Traverse Management
Florida
$145M -$243M -63% 49.6% – 2
CCP
5418
Cunning Capital Partners
North Carolina
$145M -$38.5M -21% 5.44% 172% 49
AWM
5419
Altus Wealth Management
Kentucky
$145M -$22.7M -13% 6.12% 68.8% 39
ORC
5420
O'Rourke & Company
Massachusetts
$145M -$4.83M -3% 4.36% 59.6% 127
FFA
5421
Freedman Financial Associates
Massachusetts
$145M -$1.29M -0.9% 5.41% – 541
BCP
5422
Bluegrass Capital Partners
Florida
$145M +$9.51M +7% 10.4% 90.7% 15
RC
5423
Roubaix Capital
Colorado
$145M -$18.9M -12% 11.3% 153% 61
HSG
5424
Helen Stephens Group
Texas
$145M +$20.3M +16% 3.5% 40.6% 65
RDFA
5425
Ritter Daniher Financial Advisory
Ohio
$145M -$4.92M -3% 4.78% 50.1% 268
215 216
217
218 219