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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCA
7276
Cooper Capital Advisors
California
$104M +$10.3M +11% 11.3% – 40
CPC
7277
CFC Planning Company
Indiana
$104M +$12.2M +13% 7.85% – 101
DM
7278
Delphi Management
Massachusetts
$103M +$5.36M +5% 9.94% – 88
AIA
7279
Arrow Investment Advisors
Maryland
$103M +$8.82M +9% 5.27% 29.9% 73
KAM
7280
Karani Asset Management
New York
$103M +$8.78M +9% 13.4% – 48
BI
7281
Bolthouse Investments
California
$103M +$7.32M +8% 11.2% – 78
SCTC
7282
Samsung C&T Corporation
South Korea
$103M +$66.2M +179% 179% – 1
FFS
7283
Flavin Financial Services
Florida
$103M -$5.73M -5% 6.76% – 70
CF
7284
Conquis Financial
California
$103M +$6.69M +7% 7.83% – 60
IW
7285
IronOak Wealth
Texas
$103M – – 21.7% – 64
KC
7286
Katamaran Capital
United Kingdom
$103M +$26.1M +34% 17.4% – 40
JRCM
7287
Jones Road Capital Management
New York
$103M -$37.7M -27% 9.02% 50.8% 32
RF
7288
Roxbury Financial
New Jersey
$103M +$430K +0.4% 8.65% – 380
SWTS
7289
Stonehaven Wealth & Tax Solutions
Wisconsin
$102M +$7.79M +8% 5.68% – 81
SF
7290
Schaeffer Financial
Maryland
$102M +$11.8M +13% 5.81% – 18
FFG
7291
First Financial Group
North Carolina
$102M +$14.1M +16% 9.3% – 75
F8IS
7292
Figure 8 Investment Strategies
Idaho
$102M +$6.87M +7% 12.5% – 58
BCP
7293
Breakout Capital Partners
New York
$102M -$7.03M -6% 7.11% – 8
TBNY
7294
Trustco Bank (New York)
New York
$102M +$9.85M +11% 11.6% 71.2% 69
KSB
7295
Kennebec Savings Bank
Maine
$102M +$7.53M +8% 9.08% – 278
MA
7296
Marquette Associates
Illinois
$102M +$2.04M +2% 8.22% – 41
8GI
7297
8VC GP I
Texas
$102M +$43.2M +74% 74.7% – 2
CDWM
7298
Campbell Deegan Wealth Management
Virginia
$102M +$14.6M +17% 6.41% – 47
SCM
7299
Stonepine Capital Management
Oregon
$102M -$1.25M -1% 8.55% 160% 86
PAYA
7300
Phil A. Younker & Associates
Alaska
$101M -$153K -0.2% 4.96% – 30
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