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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SOAG
5426
Silver Oak Advisory Group
Oregon
$180M +$1.9M +1% 0.21% 17.2% 67
TCM
5427
Tieton Capital Management
Washington
$180M -$10.7M -6% 5.75% 158% 40
DB
5428
Dravo Bay
Delaware
$180M +$12M +7% 0.71% 35.8% 49
EI
5429
Ecofi Investissements
France
$180M – – 1.87% – 41
EC
5430
Edenbrook Capital
New York
$180M -$14.3M -7% 4.91% 136% 17
BCM
5431
Bond Capital Management
California
$180M -$7.46M -4% 0.14% 135% 5
CWM
5432
Chronos Wealth Management
Florida
$180M +$8.85M +5% 5.78% 75.6% 41
GCC
5433
Game Creek Capital
Massachusetts
$180M -$5.01M -3% 1.44% 57.9% 68
DSN
5434
D. Scott Neal
Kentucky
$180M +$26.7M +17% 2.35% 88% 65
BBW
5435
Blue Barn Wealth
Utah
$180M +$258K +0.1% 0.15% 28.6% 149
SRWM
5436
Shira Ridge Wealth Management
California
$179M +$4.74M +3% 3.14% – 77
CCM
5437
Colorado Capital Management
Colorado
$179M +$6.44M +4% 1.94% 41.9% 99
CPSC
5438
Carl P. Sherr & Co
Massachusetts
$179M +$1.93M +1% 2.59% 62.9% 121
CA
5439
CV Advisors
Florida
$179M +$13M +8% 8.25% 95.4% 21
WAOI
5440
Wealth Advisors of Iowa
Iowa
$179M +$14.8M +9% 3.39% 56.4% 70
WWP
5441
Walden Wealth Partners
Ohio
$179M +$6.86M +4% 2.6% – 93
RC
5442
Renaissance Capital
Connecticut
$179M -$13.6M -7% 3.91% 303% 60
CI
5443
Cordant Inc
Oregon
$179M +$6.49M +4% 0.37% 25.6% 71
MSFP
5444
Mark Sheptoff Financial Planning
Connecticut
$179M -$1.45M -0.8% 3.39% 74.7% 443
NECFA
5445
New England Capital Financial Advisors
Connecticut
$179M +$1.57M +0.9% 0.52% – 415
IWA
5446
IVC Wealth Advisors
Pennsylvania
$179M +$5.53M +3% 2.02% 58.2% 172
RM
5447
RP Management
New York
$179M -$1.32M -0.7% 24.7% 207% 4
FC
5448
Financial Council
Maryland
$179M +$9.72M +6% 4.19% 66.8% 86
CF
5449
CNA Financial
Illinois
$179M -$21.1M -11% 2.23% 79.4% 18
BFAG
5450
Blackston Financial Advisory Group
Florida
$179M +$28.1M +19% 4.54% 63.8% 110
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218
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