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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FDDB
6201
Fidelity D&D Bancorp
Pennsylvania
$133M +$4.48M +3% 5.23% – 111
AGC
6202
Alden Global Capital
Florida
$133M +$54.8M +70% 2.25% 52.8% 29
PS
6203
Pennant Select
New Jersey
$133M +$27.6M +26% 11.3% – 10
CL
6204
CRCM LP
California
$133M – – 34.9% – 6
XI
6205
XXEC Inc
Oklahoma
$133M +$5.82M +5% 5.01% 57.4% 24
BHBT
6206
Burke & Herbert Bank & Trust
Virginia
$133M -$6.37M -5% 7.37% 51.4% 131
CI
6207
Carroll Investors
South Carolina
$133M +$12.3M +10% 13% 206% 25
SCM
6208
Spring Capital Management
Texas
$133M +$5.26M +4% 9.84% 66.7% 33
SCM
6209
Sheridan Capital Management
California
$133M +$8.74M +7% 6.2% – 27
JCA
6210
Jade Capital Advisors
New Jersey
$133M -$31.8M -19% 7.29% 59.5% 106
PIP
6211
PB Investment Partners
California
$133M +$4.57M +4% 18.4% 112% 8
MCM
6212
Mork Capital Management
California
$133M -$30M -18% 6.65% 36.6% 133
LF
6213
LifeSteps Financial
California
$133M +$19.8M +18% 10.7% 76.7% 441
WG
6214
Wealth Group
North Carolina
$132M – – 9.06% – 148
NMG
6215
New Millennium Group
Utah
$132M +$19.4M +17% 16.9% 139% 437
PWA
6216
Pillar Wealth Advisors
Pennsylvania
$132M +$2.63M +2% 5.5% 21.9% 74
CWP
6217
Core Wealth Partners
California
$132M +$10.3M +8% 4.84% – 139
CA
6218
Crossingbridge Advisors
New York
$132M – – 0.05% – 54
FB
6219
First Bancorp
Maine
$132M +$5.53M +4% 5.95% 50.9% 120
AI
6220
Anchor IV
Singapore
$132M -$4.83M -4% 3.53% – 1
NAMNJ
6221
NorthStar Asset Management (New Jersey)
New Jersey
$132M +$22.5M +21% 13.9% – 82
CJ
6222
Caitlin John
Michigan
$132M +$9.4M +8% 7.24% – 947
GCL
6223
Gouws Capital LLC
North Carolina
$132M +$9.14M +7% 10.7% 80.6% 45
SMA
6224
Seven Mile Advisory
New Jersey
$132M +$16.5M +14% 15.2% – 162
ACA
6225
Apis Capital Advisors
New York
$132M +$36.4M +38% 32.4% 435% 38
247 248
249
250 251