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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DJC
5426
Daily Journal Corp
California
$177M -$7.91M -4% 13.2% 79.3% 4
SIF
5427
State Insurance Fund
New York
$177M +$16M +10% 9.93% – 1
CC
5428
Constitution Capital
Connecticut
$177M +$11.3M +7% 10.1% 69.5% 68
CRI
5429
Colonial River Investments
Virginia
$177M +$8.81M +5% 11.5% 90.3% 221
PIM
5430
Profit Investment Management
Maryland
$177M +$2.36M +1% 20.9% 84.6% 82
FAG
5431
Fortitude Advisory Group
Washington
$177M +$12.3M +7% 13.5% 104% 240
TWA
5432
Trellis Wealth Advisors
California
$177M -$7.17M -4% 6.24% – 36
BCM
5433
Brightlight Capital Management
Connecticut
$177M +$38.3M +28% 23.4% 298% 14
OPL
5434
Orland Properties Ltd
British Virgin Islands
$177M -$27.9M -14% 13.4% – 14
CWA
5435
Continuum Wealth Advisors
New York
$177M +$22.7M +15% 6.67% – 65
TRIA
5436
Trail Ridge Investment Advisors
Colorado
$177M +$13.8M +8% 9.1% 69.5% 117
CWA
5437
Clarus Wealth Advisors
Arizona
$177M +$7.55M +4% 7.32% – 140
FWP
5438
Family Wealth Partners
North Carolina
$176M +$46.9M +36% 7.44% – 42
MAG
5439
Members Advisory Group
New York
$176M +$6.65M +4% 4.04% 30.4% 28
5SA
5440
5th Street Advisors
Connecticut
$176M +$15M +9% 4.64% 35.3% 33
BCM
5441
Banyan Capital Management
Georgia
$176M +$13.3M +8% 11.8% 63.3% 20
CCC
5442
Chelsea Counsel Company
California
$176M -$12.1M -6% 6.34% 54.6% 190
TCM
5443
Tandem Capital Management
New Jersey
$176M +$15.2M +9% 11.3% 93.1% 117
BAM
5444
Bellevue Asset Management
Washington
$176M +$63M +56% 7.6% 68% 469
BFP
5445
Briaud Financial Planning
Texas
$176M +$58.6M +50% 8.22% 53.6% 129
FP
5446
Factorial Partners
New York
$176M +$18M +11% 12.5% 69.8% 88
PMIA
5447
Patrick Mauro Investment Advisor
Illinois
$176M +$7.92M +5% 4.46% 25.1% 44
SC
5448
Swan Capital
Florida
$176M +$17M +11% 6.79% – 35
CIS
5449
Custom Index Systems
New York
$176M +$17.1M +11% 9.8% – 325
GAAM
5450
Grand Alliance Asset Management
Hong Kong
$176M -$11.5M -6% 38.2% – 14
216 217
218
219 220