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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CW
3501
Cabot-Wellington
Massachusetts
$164M -$7.79M -5% 5.51% 57.8% 14
WP
3502
WealthShield Partners
North Carolina
$164M – – 3.9% 52.3% 221
W
3503
WealthShield
North Carolina
$164M – – 3.9% – 221
LWA
3504
Lowe Wealth Advisors
Maryland
$164M +$4.08M +3% 4.38% 46.2% 286
HGWM
3505
Harvest Group Wealth Management
Massachusetts
$164M – – 3.71% 28.1% 45
NFG
3506
NewFocus Financial Group
Washington
$164M +$10.1M +7% 7.65% 55.4% 74
SM
3507
Selkirk Management
New Jersey
$164M -$15.5M -9% 1.06% 343% 19
TWM
3508
Torch Wealth Management
Ohio
$164M +$11.3M +7% 5.61% 48.8% 106
RGC
3509
Roberts, Glore & Co
Illinois
$164M +$8.87M +6% 6.24% 56.2% 150
BCM
3510
Boltwood Capital Management
California
$163M +$9.48M +6% 5.76% 41.3% 125
GAAM
3511
Guinness Atkinson Asset Management
California
$163M +$4.13M +3% 8.91% 116% 60
LPIC
3512
LeJeune Puetz Investment Counsel
Michigan
$163M +$7.87M +5% 5.29% 64% 152
PCFFS
3513
Pacific Center for Financial Services
California
$163M +$7.29M +5% 4.03% – 335
NC
3514
Numen Capital
United Kingdom
$163M +$126M +344% 4.89% 165% 11
DC
3515
Diametric Capital
Massachusetts
$163M – – 7.63% 190% 106
KFA
3516
Kabarec Financial Advisors
Illinois
$163M – – 4.92% – 81
FA
3517
Fortis Advisors
Pennsylvania
$163M +$18.8M +13% 13.1% 30.7% 324
WCM
3518
Woodson Capital Management
Connecticut
$163M +$12M +8% 8.15% 174% 37
WOC
3519
West Oak Capital
California
$163M -$5.57M -3% 7.27% 87.7% 364
BGC
3520
Birch Grove Capital
New York
$163M +$2.37M +1% 0.04% 2.44% 31
SL
3521
SOF Ltd
Cayman Islands
$162M +$28.9M +22% 21.6% 116% 1
MWM
3522
Mascoma Wealth Management
New Hampshire
$162M +$12.5M +8% 20% 33.2% 445
MWM
3523
Meridian Wealth Management
Kentucky
$162M +$4.55M +3% 8.19% 96.6% 169
SRSA
3524
S.R. Schill & Associates
Washington
$162M -$4.74M -3% 2.8% 27.1% 73
WA
3525
Wintergreen Advisers
New Jersey
$162M -$57.4M -26% 8.05% 25.4% 8
139 140
141
142 143