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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JRFS
6201
James Reed Financial Services
Ohio
$66.8M -$5.35M -7% 6.35% – 12
PAWC
6202
P.A.W. Capital
Connecticut
$66.7M -$2.13M -3% 1.58% 74.1% 58
SFG
6203
Synergy Financial Group
California
$66.7M +$2.94M +5% 2.7% 192% 91
CFO
6204
Capitol Family Office
Oregon
$66.7M -$30.4M -31% 5.82% 48.9% 19
SEA
6205
Stegent Equity Advisors
Texas
$66.6M -$10.4M -14% 2.14% 52.6% 75
MW
6206
Marks Wealth
Maryland
$66.6M -$18.5M -22% 1.2% 81% 17
SFSG
6207
Sound Financial Strategies Group
Mississippi
$66.6M -$61M -48% 0.64% 25% 50
ACA
6208
Apis Capital Advisors
New York
$66.6M -$22.2M -25% 0.76% 435% 32
KOMWMG
6209
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$66.4M -$619K -0.9% 6.81% 39.8% 57
CFAM
6210
Coury Firm Asset Management
Pennsylvania
$66.2M -$9.2M -12% 5.72% – 48
KCS
6211
Koonce Calvin Scott
$66M -$4.07M -6% 5.8% 67.9% 1
SPI
6212
Sutton Place Investors
New York
$66M -$2.76M -4% 5.1% 58.2% 74
ACK
6213
Andrew C. Karlinski
$66M -$2.14M -3% 4.63% – 390
CFG
6214
CNO Financial Group
Indiana
$65.9M -$375K -0.6% 0.68% – 6
LHEI
6215
Leo H. Evart Inc
California
$65.6M -$16.6M -20% 4.81% – 38
K
6216
Kemper
Illinois
$65.6M -$5.08M -7% 7.17% 28.6% 3
KCIA
6217
Kingsbury Capital Investment Advisors
Illinois
$65.6M -$7.11M -10% 1.85% – 96
BPGAM
6218
BTG Pactual Global Asset Management
Bermuda
$65.5M -$44.4M -40% 1.83% 41.1% 89
IP
6219
Invenire Partners
Connecticut
$65.3M -$9.97M -13% 3.15% – 34
SF
6220
SBK Financial
Virginia
$65.1M -$11.4M -15% 5.91% – 69
LCM
6221
Lewis Capital Management
California
$65.1M -$4.93M -7% 5.3% – 60
WI
6222
Wedgewood Investors
Pennsylvania
$65M -$5.71M -8% 2.88% – 90
NWA
6223
Navis Wealth Advisors
New York
$64.8M -$28.6M -31% 3.74% 170% 99
LDFO
6224
Louis-Dreyfus Family Office
Connecticut
$64.7M -$9.67M -13% 8.57% – 6
BAM
6225
Bosun Asset Management
Illinois
$64.7M -$7.98M -11% 4.88% 221% 76
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