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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCA
4051
Sage Capital Advisors
South Dakota
$227M +$30.5M +16% 6.51% 63% 132
PA
4052
Paragon Advisors
Texas
$226M +$30.7M +16% 3.67% 108% 77
TLP
4053
Tri Locum Partners
New York
$226M -$124M -35% 30.6% 388% 91
TC
4054
Tenere Capital
New York
$226M +$20.3M +10% 5.62% 101% 30
DFG
4055
Delta Financial Group
New Jersey
$226M – – 6.44% – 181
BDA
4056
Borer Denton & Associates
Pennsylvania
$226M +$24.8M +12% 12% 52.1% 60
GSC
4057
G&S Capital
Colorado
$226M +$37.4M +20% 8.23% 50.8% 123
WPWM
4058
Windward Private Wealth Management
Kansas
$226M +$18M +9% 6.08% 27.3% 49
GF
4059
Genworth Financial
Virginia
$226M +$54.7M +32% 7.55% 59.4% 2
MLFP
4060
MPS Loria Financial Planners
Illinois
$225M -$32.6M -13% 5.73% 55.4% 72
JCIA
4061
Jackson Creek Investment Advisors
Colorado
$225M +$11.4M +5% 13.6% 169% 397
CP
4062
Capital Planning
Washington
$225M +$48.5M +27% 8.06% 69.9% 79
HC
4063
Hendley & Co
Ohio
$225M +$8.07M +4% 11.3% 50.1% 57
PCM
4064
Princeton Capital Management
New Jersey
$225M -$3.45M -2% 6.03% 147% 99
FMN
4065
Financial Management Network
California
$225M +$22.3M +11% 8.92% 54.9% 144
H2CM
4066
H/2 Credit Manager
Connecticut
$225M +$35M +18% 13.9% 30.9% 13
BAM
4067
Baldrige Asset Management
Pennsylvania
$225M +$14.6M +7% 7.27% 43.5% 332
ACM
4068
Aquilo Capital Management
California
$225M -$13M -5% 3.05% 1.32% 15
TWM
4069
TMD Wealth Management
Arizona
$225M +$2.34M +1% 6.05% 2.39% 54
TFA
4070
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 7.12% – 116
CPIA
4071
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 9.54% 64.3% 173
CRWM
4072
Castle Rock Wealth Management
California
$224M +$25.3M +13% 7.69% 71.1% 235
WA
4073
WP Advisors
California
$224M +$2.83M +1% 7.23% 102% 111
PH
4074
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 10.5% 58.8% 231
MAG
4075
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 7.69% 41.1% 26
161 162
163
164 165