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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RFS
6376
Richardson Financial Services
Massachusetts
$114M – – 9.9% – 377
ICMARC
6377
International City Management Association Retirement Corp
District of Columbia
$114M +$728K +0.6% 10.5% – 6
TNAM
6378
Terra Nova Asset Management
New York
$114M +$4.21M +4% 12.7% 136% 94
FFA
6379
Frazier Financial Advisors
Ohio
$114M – – 11% – 859
SGC
6380
Slocum, Gordon & Co
Rhode Island
$114M -$879K -0.8% 4.94% – 157
PGF
6381
Plan Group Financial
Oklahoma
$114M -$24.9M -18% 8.24% – 82
AGFIA
6382
Accel Growth Fund IV Associates
California
$114M +$9.32M +9% 45.2% 61.5% 1
AI
6383
Arrien Investments
Idaho
$114M +$7.83M +7% 9.76% – 38
LAS
6384
LWM Advisory Services
Florida
$114M +$20.5M +22% 10.6% 61.3% 154
CC
6385
Cultivar Capital
Texas
$114M – – 8.81% – 30
DSCM
6386
Del-Sette Capital Management
New York
$114M +$12M +12% 11.7% 85.3% 31
TSW
6387
Three Seasons Wealth
Utah
$114M +$12.3M +12% 11.8% – 84
KWM
6388
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 13.2% 45.2% 147
BCM
6389
BluePath Capital Management
Georgia
$114M +$4.69M +4% 7.05% – 340
TT
6390
TI-Trust
Illinois
$113M +$8.44M +8% 8.71% 46.4% 107
SAM
6391
Steinberg Asset Management
New York
$113M +$978K +0.9% 4.48% 84.4% 45
OA
6392
Oceanside Advisors
South Carolina
$113M – – 8.71% – 46
PI
6393
Pachira Investments
California
$113M +$24.2M +27% 12.4% 73.1% 39
AIFAIM
6394
American Institute for Advanced Investment Management
Arizona
$113M +$5.29M +5% 10.4% 61.7% 122
BAM
6395
Bellevue Asset Management
Washington
$113M -$35.6M -24% 11% 68% 465
CPA
6396
Clear Point Advisors
New York
$113M – – 9.15% – 555
PP
6397
Pingora Partners
Wyoming
$113M – – 12.7% – 159
NMG
6398
New Millennium Group
Utah
$113M +$3.6M +3% 15% 139% 451
YU
6399
Yale University
Connecticut
$113M +$10.7M +11% 8.23% 46.5% 7
CSI
6400
Cross Staff Investments
New York
$113M +$10.7M +10% 9% 90.2% 116
254 255
256
257 258