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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DPI
3451
Diversified Portfolios Inc
Michigan
$161M -$19.6M -11% 10.2% 33.4% 50
IBT
3452
International Biotechnology Trust
United Kingdom
$161M -$49.3M -23% 18.7% 11.1% 57
PCM
3453
Punch Card Management
Florida
$161M -$1.75M -1% 11.5% 59.1% 4
BHA
3454
Beech Hill Advisors
New York
$161M -$32.1M -17% 13.6% 93.8% 79
KLI
3455
Kelman-Lazarov Inc
Tennessee
$161M -$10.2M -6% 11.7% 41.2% 105
FAN
3456
Financial Advisors Network
California
$161M – – 10.1% – 95
SRC
3457
Stone Run Capital
New York
$161M -$57.2M -26% 13.2% 61.3% 70
PW
3458
Peninsula Wealth
California
$161M -$24.9M -13% 13.6% 30% 32
FMP
3459
Financial Management Professionals
Texas
$160M -$97M -38% 13.3% 51.4% 342
LPIC
3460
LeJeune Puetz Investment Counsel
Michigan
$160M -$12.7M -7% 10.2% 64% 178
SNB
3461
Security National Bank
Nebraska
$160M -$20.5M -11% 15.1% 112% 74
SC
3462
Schulhoff & Co
Ohio
$160M -$18.7M -10% 6.59% 30.1% 109
LFG
3463
LifePlan Financial Group
Ohio
$160M -$24.7M -13% 11.1% 20.2% 580
EWF
3464
Epstein & White Financial
California
$160M +$7.89M +5% 10.3% 51% 101
MCM
3465
Monument Capital Management
Virginia
$160M -$17.8M -10% 9.03% 108% 365
2L
3466
22NW LP
Washington
$160M -$26.5M -14% 15.3% 189% 69
ANRIA
3467
American National Registered Investment Advisor
Texas
$160M -$30.5M -16% 12.6% 95.9% 223
WCA
3468
Westover Capital Advisors
Delaware
$160M -$37.7M -19% 9.79% 106% 144
MFT
3469
Moisand Fitzgerald Tamayo
Florida
$160M -$19.9M -11% 12.6% 35.1% 315
ESB
3470
Essex Savings Bank
Connecticut
$160M – – 11.4% 64.9% 673
PWP
3471
Personal Wealth Partners
Minnesota
$160M – – 7.36% 37.2% 40
QCMA
3472
Quad Capital Management Advisors
New York
$159M -$97.1M -38% 10.1% – 94
DC
3473
Derby & Company
Massachusetts
$159M -$9.85M -6% 12.9% 33.7% 27
SCM
3474
Salem Capital Management
Massachusetts
$159M -$28.3M -15% 12.5% 32.3% 70
PSC
3475
Prentiss Smith & Co
Vermont
$159M -$16.6M -9% 12.7% 50.7% 261
137 138
139
140 141