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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OQC
3776
Optimum Quantvest Corp
Connecticut
$160M – – 3.97% – 13
MWM
3777
Mascoma Wealth Management
New Hampshire
$160M +$10.7M +7% 2.57% 33.2% 422
SFA
3778
Spectrum Financial Alliance
Kentucky
$160M +$13.7M +9% 12% – 16
PWSG
3779
Pacific Wealth Strategies Group
California
$160M +$4.77M +3% 3.31% 81.1% 82
NIM
3780
Nicollet Investment Management
Minnesota
$159M +$7.48M +5% 5.13% 97.6% 68
EA
3781
Evergreen Advisors
Tennessee
$159M +$40.6M +34% 2.9% 33% 18
SAMC
3782
Spectrum Asset Management (California)
California
$159M +$10.6M +7% 3.08% 53.8% 94
IC
3783
Innealta Capital
Texas
$159M -$8.88M -5% 2.13% 48.3% 64
DCM
3784
Delta Capital Management
New Jersey
$159M +$3.58M +2% 4.42% 50.3% 68
OWIM
3785
Old West Investment Management
California
$159M +$2.53M +2% 11.3% 119% 74
PP
3786
Parplus Partners
New York
$158M +$16.6M +12% 3.72% – 1
SIM
3787
Stratos Investment Management
Ohio
$158M +$31.6M +25% 3.31% 49% 77
PBO
3788
Peoples Bank (Ohio)
Ohio
$158M +$146K +0.1% 3.17% 54.7% 102
PWA
3789
Peterson Wealth Advisors
Utah
$158M +$8.46M +6% 2.46% 40% 42
CI
3790
Chartist Inc
California
$158M +$38.8M +33% 4.1% – 36
JFGLC
3791
Johnson Financial Group LLC (Colorado)
Colorado
$158M +$28M +22% 1.38% 48.5% 29
CGI
3792
Calixto Global Investors
Florida
$158M -$61.1M -28% 10.9% 180% 17
AC
3793
Avestar Capital
New York
$158M +$5.54M +4% 3.05% 72.2% 1,034
HW
3794
Hedeker Wealth
Illinois
$158M +$25.2M +19% 4.85% 101% 66
SCA
3795
Sander Capital Advisors
Washington
$158M +$16.5M +12% 13% 89.2% 13
MC
3796
MM Capital
New York
$158M – – 0.19% – 1
HKIM
3797
Hayek Kallen Investment Management
Alabama
$158M +$3.46M +2% 3.34% 70.8% 69
DC
3798
Diametric Capital
Massachusetts
$158M +$30.3M +24% 4.28% 190% 163
WS
3799
Wela Strategies
Georgia
$158M +$7.56M +5% 2.52% 35.6% 33
PI
3800
Pettee Investors
Connecticut
$157M -$1.02M -0.6% 2.68% 59.9% 119
150 151
152
153 154