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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFA
6501
Laraway Financial Advisors
Minnesota
$125M +$8.34M +7% 6.56% 66.1% 116
CP
6502
Catalys Pacific
Japan
$125M -$7.1M -5% 14.9% – 3
RCM
6503
Ridgepath Capital Management
Tennessee
$125M +$23.5M +23% 7.82% – 48
GA
6504
Gordian Advisors
Arizona
$125M +$21.6M +21% 5.65% – 41
BPFA
6505
Barnes Pettey Financial Advisors
Mississippi
$125M +$9.11M +8% 6.91% 76.8% 103
CM
6506
CM Management
Florida
$125M +$16.3M +15% 13.6% 99.5% 71
DM
6507
Diker Management
New York
$125M +$7.27M +6% 10.4% 101% 45
ADBIC
6508
A.D. Beadell Investment Counsel
Wisconsin
$125M +$5.62M +5% 6.85% 49.4% 89
OIM
6509
Oracle Investment Management
Connecticut
$125M +$31.9M +34% 34.1% 540% 19
OC
6510
Opinicus Capital
Florida
$125M +$6.47M +5% 5.36% – 100
CCM
6511
Crew Capital Management
Ohio
$125M +$121K +0.1% 7.03% 81.2% 139
BIG
6512
Bush Investment Group
Georgia
$125M +$8.61M +7% 5.63% – 32
GPA
6513
Guerra Pan Advisors
New Jersey
$125M +$5.54M +5% 3.11% 110% 107
SWM
6514
Seed Wealth Management
Illinois
$125M +$10.2M +9% 5.62% – 162
EAM
6515
Exane Asset Management
France
$125M -$17.7M -12% 3.07% 70.5% 25
JRCM
6516
Jones Road Capital Management
New York
$125M -$15.3M -11% 5.54% 50.8% 41
KPPF
6517
Klein Pavlis & Peasley Financial
California
$125M +$12.3M +11% 9.4% – 84
OC
6518
Oppenheimer & Close
New York
$125M +$10.9M +10% 15.8% 97.6% 57
VIP
6519
Viewpoint Investment Partners
Alberta, Canada
$125M +$10.4M +9% 4.72% 22% 9
PPWM
6520
Perissos Private Wealth Management
Oklahoma
$125M +$13M +12% 4.62% – 94
SFSG
6521
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 6.65% 25% 92
FW
6522
Fidato Wealth
Ohio
$124M +$11.3M +10% 7.85% – 10
FCC
6523
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 6.7% 75% 34
BOM
6524
Bank of Marin
California
$124M +$7.91M +7% 5.51% 71.7% 129
HFA
6525
Harbert Fund Advisors
Alabama
$124M -$318K -0.3% 1.42% 56.2% 113
259 260
261
262 263