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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RCM
5426
Rutabaga Capital Management
Massachusetts
$151M -$55.5M -27% 0.37% 57% 54
P2P
5427
Phase 2 Partners
California
$151M – – 4.97% 25.2% 19
PWS
5428
Peterson Wealth Services
Utah
$151M – – 12% 128% 87
GPA
5429
Garrison Point Advisors
California
$151M +$13.1M +10% 10% 74% 157
ACM
5430
Ardent Capital Management
Ohio
$151M – – 8.53% 82.1% 28
SIS
5431
SVB Investment Services
Utah
$150M +$406K +0.3% 5.3% – 39
TWS
5432
Thomas W. Smith
$150M +$4.94M +3% 3.33% 3.57% 8
WAM
5433
WealthTrust Asset Management
Florida
$150M +$38M +34% 8.96% 78.7% 81
SFS
5434
Solitude Financial Services
Virginia
$150M +$5.11M +4% 7.45% 41.7% 43
BI
5435
Berkeley Inc
Idaho
$150M +$14.4M +11% 6.58% 39.4% 94
PM
5436
Prosight Management
Texas
$150M -$20.7M -12% 11.4% 21.8% 53
PD
5437
Planning Directions
Pennsylvania
$150M +$12.8M +9% 6.92% 36.4% 78
CCFM
5438
Cohen & Co Financial Management
New York
$150M -$81.9M -35% 0.03% – 189
BAM
5439
Beaumont Asset Management
Texas
$150M +$15.7M +12% 7.93% 61.2% 71
BOM
5440
Bank of Marin
California
$150M +$13.4M +10% 10.4% 71.7% 127
CAMV
5441
Concord Asset Management (Virginia)
Virginia
$150M – – 3.69% 41.2% 46
HPCM
5442
High Pointe Capital Management
Illinois
$150M +$23.5M +19% 8.05% 93% 97
ORC
5443
O'Rourke & Company
Massachusetts
$150M – – 9.67% 59.6% 119
RDFA
5444
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 10.1% 50.1% 260
LI
5445
Latigo Investments
Florida
$150M – – 5.19% 45.3% 16
PWM
5446
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 8.63% 31.2% 61
CCM
5447
Clearfield Capital Management
New York
$149M +$58.9M +65% 14.4% 117% 7
HLCM
5448
Hickory Lane Capital Management
New York
$149M +$11.7M +9% 6.15% – 37
WA
5449
WESPAC Advisors
California
$149M -$12.8M -8% 10.7% 64.3% 191
CCM
5450
Courage Capital Management
Tennessee
$149M -$35.9M -19% 0.68% 82.8% 42
216 217
218
219 220