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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
POIA
4176
Pin Oak Investment Advisors
Texas
$122M -$6.45M -5% 1.05% 43.5% 476
DLHL
4177
Donald L. Hagan LLC
Florida
$122M +$6.19M +5% 2.45% 32.1% 106
SC
4178
Sagil Capital
United Kingdom
$122M -$17.5M -13% 7.97% 35.3% 29
MWM
4179
MorganRosel Wealth Management
Colorado
$122M +$470K +0.4% 0.97% 51.9% 80
NWM
4180
Northwest Wealth Management
Iowa
$122M -$2.14M -2% 0.34% 46.3% 120
YU
4181
Yale University
Connecticut
$122M +$748K +0.6% 1.66% 46.5% 12
BBWA
4182
Bell & Brown Wealth Advisors
California
$122M +$8.15M +7% 1.57% – 88
RCC
4183
Red Cedar Capital
Nebraska
$121M +$3.4M +3% 2.74% 43.2% 157
OFG
4184
OTA Financial Group
New York
$121M -$6.88M -5% 6.37% 311% 79
PCM
4185
Prosperity Capital Management
Cayman Islands
$121M -$15.3M -11% 14.2% – 2
HI
4186
Harrington Investments
California
$121M -$164K -0.1% 3.05% 75.7% 82
MC
4187
Miles Capital
Iowa
$121M -$1.27M -1% 1.81% 15.4% 205
DC
4188
Diametric Capital
Massachusetts
$121M -$36.4M -23% 1.27% 190% 164
SWMG
4189
Sanchez Wealth Management Group
Florida
$121M +$5.2M +4% 1.24% 47% 24
VIM
4190
Vista Investment Management
Pennsylvania
$121M +$3M +3% 0.42% 37.6% 141
KMWM
4191
Keudell/Morrison Wealth Management
Oregon
$121M +$7.01M +6% 2.87% 42.6% 152
TVWM
4192
Tower View Wealth Management
Wisconsin
$121M +$3.96M +3% 1.71% 110% 146
AFA
4193
Abacus FCF Advisors
Florida
$121M -$797K -0.7% 2.55% 126% 109
WA
4194
Wambolt & Associates
Colorado
$121M +$3.01M +3% 2.52% 62.2% 168
AFC
4195
AFT Forsyth & Company
Florida
$121M -$346K -0.3% 0.58% 148% 150
DI
4196
DFPG Investments
Utah
$121M +$16.5M +16% 1.99% 38.3% 182
SIG
4197
Schaller Investment Group
North Carolina
$121M -$7.92M -6% 6.56% 21.9% 38
JM
4198
Jeneq Management
New York
$121M +$35.9M +42% 6.06% 22.3% 35
ACM
4199
Aljian Capital Management
Nevada
$121M -$636K -0.5% 2.61% 149% 55
WAOTB
4200
Wealth Advisors of Tampa Bay
Florida
$121M -$17.3M -13% 3.63% 61.8% 72
166 167
168
169 170