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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VNA
2401
Valley National Advisers
Pennsylvania
$568M +$10.8M +2% 5.5% 58.8% 1,004
CIC
2402
Cornercap Investment Counsel
Georgia
$568M -$9.41M -2% 0.77% 45.9% 680
RR
2403
Robotti Robert
$568M +$66.2M +13% 18.4% 151% 65
WCM
2404
Woodson Capital Management
Connecticut
$568M +$58.7M +12% 7.74% 174% 39
BFG
2405
Barber Financial Group
Kansas
$567M +$206M +57% 6.27% 39% 157
SCM
2406
Sirios Capital Management
Massachusetts
$567M +$24.5M +5% 4.68% 150% 68
MCM
2407
Mattern Capital Management
Colorado
$567M +$26M +5% 2.44% 41.6% 127
RIA
2408
RPG Investment Advisory
California
$567M +$48.1M +9% 14% 147% 91
OC
2409
ORIX Corp
Japan
$566M -$11.4M -2% 1.98% 6.9% 1
GWM
2410
GDS Wealth Management
Texas
$566M +$42.2M +8% 3.89% 45.8% 123
WA
2411
Wealth Architects
California
$565M +$36.2M +7% 5.97% 51.5% 191
CFA
2412
Cahill Financial Advisors
Minnesota
$564M +$43.3M +8% 5.43% 44.9% 240
CAC
2413
Certified Advisory Corp
Florida
$563M +$56.6M +11% 4.99% 46.1% 286
CWG
2414
Cornerstone Wealth Group
North Carolina
$562M +$33.6M +6% 3.42% 74% 156
CBT
2415
Central Bank & Trust
Kentucky
$562M +$32M +6% 10.8% 101% 456
SPWG
2416
Syntegra Private Wealth Group
Missouri
$562M +$63M +13% 5.77% – 122
ACM
2417
Advance Capital Management
Michigan
$562M -$194M -26% 3.5% 47.8% 115
SLG
2418
Stanley-Laman Group
Pennsylvania
$562M +$36.9M +7% 7.06% 60.5% 265
GIP
2419
Greatmark Investment Partners
Georgia
$561M +$14.1M +3% 5.31% 63.2% 129
FAM
2420
Flaharty Asset Management
Florida
$560M +$26M +5% 3.32% 26.5% 120
LPAM
2421
Lodestar Private Asset Management
California
$560M +$38.8M +7% 6.88% – 197
DCC
2422
Dow Chemical Company
Michigan
$560M +$149M +36% 3.95% 58.3% 7
OA
2423
Oxbow Advisors
Texas
$559M +$28.7M +5% 4.61% 51.4% 226
RIA
2424
Retirement Investment Advisors
Oklahoma
$559M +$404M +262% 6.17% – 73
BEAM
2425
Baker Ellis Asset Management
Washington
$559M +$42.5M +8% 5.57% 59.9% 221
95 96
97
98 99