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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SRB
6576
Shotwell Rutter Baer
Michigan
$113M +$63.5M +129% 0.08% – 34
MVA
6577
Mount Vernon Associates
Maryland
$113M -$5.04M -4% 5.91% 112% 56
TPCM
6578
Templeton & Phillips Capital Management
Tennessee
$113M +$4.67M +4% 2.25% – 52
SG
6579
Somerset Group
Minnesota
$113M +$6.09M +6% 4.93% 58.9% 65
FC
6580
Fairscale Capital
New Hampshire
$113M – – 5.61% – 363
KPPF
6581
Klein Pavlis & Peasley Financial
California
$113M +$1.93M +2% 0.3% – 85
MC
6582
Marest Capital
California
$113M +$4.06M +4% 5.68% – 26
PSB
6583
Piscataqua Savings Bank
New Hampshire
$113M -$760K -0.7% 2.41% 64.9% 405
S2L
6584
Sparta 24 Ltd
Israel
$112M -$156K -0.1% 6.13% – 15
DW
6585
Durante & Waters
New York
$112M +$2.88M +3% 1.95% – 33
AWM
6586
Allen Wealth Management
North Carolina
$112M -$1.02M -0.9% 0.69% – 58
EAM
6587
Exome Asset Management
New York
$112M -$4.46M -4% 0.6% – 80
RH
6588
RenaissanceRe Holdings
Bermuda
$112M -$5.97M -5% 4.95% 53.2% 3
IPAM
6589
Investment Partners Asset Management
New Jersey
$112M +$1.5M +1% 3.93% – 139
CC
6590
Capstone Capital
Nevada
$112M -$3.87M -3% 0.87% – 23
WOSD
6591
WFA of San Diego
California
$112M – – 2.29% – 406
EL
6592
EMFO LLC
Florida
$112M +$2.45M +2% 3.28% 25.7% 299
AI
6593
Aflac Inc
Georgia
$112M +$8.15M +8% 8.64% 4.76% 4
PPWM
6594
Perissos Private Wealth Management
Oklahoma
$112M +$1.28M +1% 3% – 87
FWM
6595
Fingerlakes Wealth Management
New York
$111M +$7.88M +8% 4.79% 66.9% 91
HFA
6596
Hershey Financial Advisers
Pennsylvania
$111M – – 3.19% – 157
FEM
6597
Fulcrum Equity Management
Texas
$111M +$26.6M +31% 2.23% 70% 152
KCIC
6598
Kuhn & Co Investment Counsel
Illinois
$111M +$5.06M +5% 3.46% – 128
MFC
6599
Miramar Fiduciary Corp
Nevada
$111M -$25.4M -19% 0.33% – 6
CCM
6600
Clearfield Capital Management
New York
$111M -$6.69M -6% 4.06% 117% 12
262 263
264
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