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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CB
2351
Community Bank
New York
$793M +$33M +4% 8.37% 50.4% 411
CIC
2352
Cutler Investment Counsel
Oregon
$793M +$57.8M +8% 8.48% 44.9% 132
IFWM
2353
Institute for Wealth Management
Colorado
$792M +$46.3M +6% 5.89% 123% 560
ORL
2354
Oak Root LLC
California
$792M +$42M +6% 5.91% – 15
SP
2355
ShawSpring Partners
Massachusetts
$792M +$98.3M +14% 12.9% 50.2% 10
RFA
2356
RTD Financial Advisors
Pennsylvania
$790M +$46.3M +6% 6.73% 32.6% 111
AIMC
2357
Alley Investment Management Company
Illinois
$790M +$57.4M +8% 8.07% 52.1% 86
ACG
2358
Allen Capital Group
Nebraska
$789M +$78.9M +11% 6.89% 41.3% 229
RCIM
2359
Red Cedar Investment Management
Michigan
$788M +$54.9M +7% 6.59% 55.9% 82
RB
2360
Rodgers Brothers
Pennsylvania
$787M +$49M +7% 8.27% 52% 249
KCM
2361
Khrom Capital Management
Florida
$787M +$258M +49% 12.8% 28.1% 18
AI
2362
Aperture Investors
New York
$787M +$105M +15% 11.7% 129% 89
VT
2363
Vise Technologies
New York
$786M +$216M +38% 7.17% – 622
LPAM
2364
Lodestar Private Asset Management
California
$785M +$58.5M +8% 5.92% – 218
SFM
2365
Signet Financial Management
New Jersey
$785M +$43.2M +6% 6.36% 63.3% 280
PM
2366
Pembroke Management
Quebec, Canada
$784M +$39.7M +5% 9.61% 71.2% 64
PHS
2367
Pekin Hardy Strauss
Illinois
$784M +$55.8M +8% 7.67% 61.2% 366
PHP
2368
Parkman Healthcare Partners
Connecticut
$783M +$49.2M +7% 19.2% 258% 106
CA
2369
Continuum Advisory
Idaho
$783M +$89.4M +13% 6.05% 55.9% 2,046
DFCM
2370
Dark Forest Capital Management
Puerto Rico
$783M +$236M +43% 9.56% 49.6% 1,223
GXJ
2371
Global X Japan
Japan
$782M +$76.9M +11% 3.27% – 314
CWP
2372
Curated Wealth Partners
California
$782M +$65M +9% 9.33% – 140
LI
2373
LVZ Inc
Michigan
$782M +$48.1M +7% 6.67% 38.7% 158
KFGK
2374
Keystone Financial Group (Kentucky)
Kentucky
$781M +$502M +180% 6.84% – 378
LA
2375
LVW Advisors
New York
$781M +$102M +15% 5.89% 54.5% 317
93 94
95
96 97