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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LS
4051
Lattice Strategies
Pennsylvania
$115M -$14M -11% 9.22% 19.9% 63
SC
4052
Scholtz & Company
Connecticut
$115M -$43.4M -27% 11% 111% 64
MS
4053
Marshall & Sullivan
Washington
$115M -$22.5M -16% 12.1% 61% 48
PS
4054
Portfolio Strategies
New York
$115M -$56.1M -33% 16.4% 99.7% 254
SCIM
4055
Spring Creek Investment Management
Pennsylvania
$115M – – 13.6% 45.8% 14
GCM
4056
Gables Capital Management
Florida
$115M -$16.5M -13% 12.4% 135% 397
WA
4057
Wheatland Advisors
Pennsylvania
$115M -$18.5M -14% 11.3% 30.5% 98
MSA
4058
Marino Stram & Associates
Massachusetts
$114M -$10.4M -8% 11.5% 52.1% 686
AIC
4059
Archer Investment Corporation
Indiana
$114M – – 11.3% 51.5% 494
W
4060
WealthOne
New York
$114M – – 9.69% 23.4% 629
LFWA
4061
LBJ Family Wealth Advisors
Texas
$114M -$16.4M -13% 14.4% 52.4% 19
NCM
4062
Next Capital Management
New York
$114M – – 12% 67.4% 235
MFM
4063
Mirsky Financial Management
New York
$114M – – 9.32% 39.3% 30
SCM
4064
Stonepine Capital Management
Oregon
$114M -$57.2M -33% 19.3% 160% 33
TPW
4065
Tiller Private Wealth
Pennsylvania
$114M -$29.4M -21% 13.5% 50% 46
AIA
4066
Arcadia Investment Advisors
Idaho
$114M -$14.8M -12% 14% 43% 70
IAM
4067
ICM Asset Management
Washington
$114M -$29.4M -21% 18.6% 58.9% 55
CWM
4068
Centric Wealth Management
Illinois
$114M – – 10.1% 41.6% 111
TFCM
4069
Taylor Frigon Capital Management
Arizona
$114M -$18.1M -14% 15.9% 108% 85
SMC
4070
S. Muoio & Co
New York
$114M -$113M -50% 7.12% 286% 115
SST
4071
S Squared Technology
New York
$113M -$13.9M -11% 8.74% 160% 46
PS
4072
Peter Svennilson
$113M – – 15.5% – 4
PGAM
4073
Princeton Global Asset Management
New Jersey
$113M – – 13.5% 82.3% 206
OFG
4074
Omega Financial Group
California
$113M – – 9.21% 32% 57
MFS
4075
Madrona Financial Services
Washington
$113M -$18.4M -14% 13.5% 54.3% 45
161 162
163
164 165