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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CAS
3601
Cue Advisory Services
Arizona
$124M +$4.89M +4% 0.68% 52.3% 168
MMPW
3602
Mitchell McLeod Pugh & Williams
Alabama
$124M +$9.33M +8% 4.18% 76.4% 168
PAM
3603
Peninsula Asset Management
Florida
$123M -$6.82M -5% 1.42% 50.3% 45
OFM
3604
Omega Fund Management
Massachusetts
$123M -$7.76M -6% 2.88% 82.4% 12
CF
3605
CenterStar Fund
Illinois
$123M +$29.4M +31% 3.71% – 1,007
RWMH
3606
Riverpoint Wealth Management Holdings
Illinois
$123M – – 1.44% 44.4% 41
CWM
3607
Catamount Wealth Management
Connecticut
$123M +$6.55M +6% 2.6% 70.7% 192
RWG
3608
Regal Wealth Group
California
$123M +$12.9M +12% 2.87% 17% 216
SI
3609
Stanhope Investments
Cayman Islands
$123M – – 10.2% – 1
WFG
3610
Wills Financial Group
Virginia
$123M +$8.51M +7% 2.79% 43.8% 72
WCM
3611
Wunderlich Capital Managemnt
Tennessee
$123M -$2.55M -2% 1.72% 33.6% 98
I2I
3612
Insight 2811 Inc
Illinois
$123M -$37.8M -24% 1.3% 20.4% 95
RIM
3613
Reliant Investment Management
Tennessee
$123M -$102M -45% 5.6% 98.8% 72
LS
3614
Lattice Strategies
Pennsylvania
$123M -$8.4M -6% 2% 19.9% 67
CFD
3615
Creative Financial Designs
Indiana
$123M – – 1.61% 40.7% 789
PWS
3616
Peloton Wealth Strategists
Indiana
$122M +$2.15M +2% 2.94% 43% 77
BOCM
3617
Bontempo Ohly Capital Management
Maryland
$122M +$2.91M +2% 1.14% 43.7% 31
PMLI
3618
Penn Mutual Life Insurance
Pennsylvania
$122M -$14.7M -11% 2.11% 1.64% 27
KSCM
3619
Kamunting Street Capital Management
Florida
$122M +$72.7M +147% 7.18% 1.15% 22
PFS
3620
Physicians Financial Services
North Carolina
$122M +$1.9M +2% 2.22% 89.3% 319
SCM
3621
Stellar Capital Management
Arizona
$122M – – 2.57% 23.5% 72
SJIM
3622
St. Johns Investment Management
Florida
$121M +$1.7M +1% 4.12% 64.7% 196
CC
3623
Casdin Capital
New York
$121M -$2.42M -2% 9.57% 153% 31
GA
3624
Gagnon Advisors
New York
$121M -$5.63M -4% 7.29% 115% 28
C
3625
CFO4Life
Texas
$121M +$5.65M +5% 4.54% – 97
143 144
145
146 147