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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
UBWV
2226
United Bank (West Virginia)
West Virginia
$233M +$11.7M +5% 3.66% 22.7% 126
ECM
2227
Everence Capital Management
Indiana
$233M +$12.3M +6% 5.87% 82.7% 264
AT
2228
Acadia Trust
Maine
$233M +$7.8M +3% 1.58% 36.1% 75
RC
2229
RBO & Co
California
$233M +$6.35M +3% 3.32% 28.9% 54
TAG
2230
Tactical Allocation Group
Michigan
$233M -$74M -24% 7.44% 15.2% 25
KIA
2231
King Investment Advisors
Texas
$232M -$9.26M -4% 7.63% – 137
GIM
2232
Groesbeck Investment Management
New Jersey
$231M -$6.19M -3% 3.86% 47.6% 73
PR
2233
Payden & Rygel
California
$231M -$21.5M -9% 0.25% 69.3% 252
HIM
2234
Herald Investment Management
United Kingdom
$231M +$16.7M +8% 12.7% 259% 86
AA
2235
Apriem Advisors
California
$230M +$26.3M +13% 5.51% 62.4% 576
FSA
2236
Financial Sense Advisors
California
$230M +$6.5M +3% 7.39% 95.2% 167
BO
2237
Bank OZK
Arkansas
$230M +$94.6M +70% 8.58% 76.2% 107
AWM
2238
Affinity Wealth Management
Delaware
$230M +$14.1M +7% 3.03% 82.5% 71
FIM
2239
Friedberg Investment Management
Texas
$230M +$7.26M +3% 7.34% 44.7% 100
BMM
2240
Berkshire Money Management
Massachusetts
$230M +$18.9M +9% 5.17% 47.8% 19
SCM
2241
SG Capital Management
Illinois
$230M -$937K -0.4% 12.4% 218% 71
SAA
2242
Southeast Asset Advisors
Georgia
$229M +$9.9M +5% 4.35% 65.7% 108
HL
2243
HeadInvest LLC
Maine
$229M +$2.06M +0.9% 6.27% 53.3% 109
SFSG
2244
Stearns Financial Services Group
North Carolina
$229M +$6.22M +3% 5.4% 26.1% 105
BST
2245
Bath Savings Trust
Maine
$229M +$15M +7% 6.01% 59.3% 102
PC
2246
Pomelo Capital
New York
$229M +$4.98M +2% 0.28% 0.54% 78
CDIA
2247
Capital Directions Investment Advisors
Georgia
$229M +$16.2M +8% 8.36% 7.53% 69
VC
2248
Vicus Capital
Pennsylvania
$229M +$11.7M +5% 5.3% 46.1% 74
SC
2249
Seawolf Capital
New York
$228M +$1.94M +0.9% 5.73% 24.1% 47
BAS
2250
Brown Advisory Securities
Maryland
$228M +$21.2M +10% 4.81% 51.2% 302
88 89
90
91 92