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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFC
3301
Blue Fin Capital
Rhode Island
$181M -$31.1M -15% 12.7% – 130
MCM
3302
Masters Capital Management
Georgia
$181M -$116M -39% 9.8% 20% 63
ISWM
3303
Independent Solutions Wealth Management
New York
$181M -$44.9M -20% 14.6% 89.7% 157
MWA
3304
Meridian Wealth Advisors
Texas
$181M -$72.9M -29% 19.2% 67.2% 179
HFA
3305
Hoover Financial Advisors
Pennsylvania
$181M -$24.1M -12% 20.1% – 96
DCM
3306
DeGreen Capital Management
Arizona
$181M -$22.4M -11% 16.2% 28.5% 24
SP
3307
Solel Partners
Massachusetts
$181M +$42.4M +31% 21.7% 57.3% 11
NME
3308
Notis-McConarty Edward
$181M -$44.4M -20% 15.5% 73% 101
FPM
3309
Francisco Partners Management
California
$181M -$23M -11% 11.2% 15.7% 2
WAS
3310
WESPAC Advisors SoCal
California
$180M -$30.1M -14% 11.6% 99.8% 98
CWM
3311
Concentric Wealth Management
California
$180M -$52.9M -23% 20.2% 33.5% 128
AA
3312
AlphaMark Advisors
Kentucky
$180M -$58.5M -24% 16.5% 26.4% 665
DPI
3313
Diversified Portfolios Inc
Michigan
$180M -$30.8M -15% 14% 33.4% 68
SP
3314
Summit Partners
Massachusetts
$180M -$28.1M -13% 12.8% 27.5% 6
SACTSONJ
3315
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$180M -$61.5M -25% 17% 110% 228
CBFP
3316
Cedar Brook Financial Partners
Ohio
$180M -$55.2M -23% 16.6% 47% 310
ECM
3317
Elgethun Capital Management
South Dakota
$180M -$25.4M -12% 25.9% 60% 101
BBPWM
3318
Blue Bell Private Wealth Management
Pennsylvania
$180M -$67.2M -27% 23.1% 52.3% 212
CP
3319
Camelot Portfolios
Ohio
$180M -$58M -24% 21.6% 28.9% 262
RCP
3320
Rothschild Capital Partners
New York
$180M -$39.8M -18% 10.6% 77.7% 43
LKIM
3321
Lawson Kroeker Investment Management
Nebraska
$180M -$90.8M -34% 24.4% 61.2% 64
PIM
3322
Progressive Investment Management
Oregon
$180M -$25.2M -12% 11.3% 99.5% 37
RPWA
3323
Regent Peak Wealth Advisors
Georgia
$180M -$39.5M -18% 14.9% 32.1% 131
ME
3324
McIlrath & Eck
Washington
$180M -$29M -14% 13.5% 43.8% 727
PA
3325
Perennial Advisors
New York
$180M -$28.5M -14% 15.3% – 92
131 132
133
134 135