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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KLC
4201
Kent Lake Capital
Nevada
$259M +$2.06M +0.8% 22% 92.1% 63
JC
4202
Jentner Corp
Ohio
$259M +$98M +61% 9.47% 38.9% 52
IMA
4203
Investment Management Associates
Colorado
$259M +$18.9M +8% 9.77% 51.8% 39
WC
4204
Wynnefield Capital
New York
$259M +$40.7M +19% 14.5% 81% 25
LCGC
4205
Legacy Capital Group California
California
$259M +$25.8M +11% 12.8% – 321
FA
4206
FC Advisory
Pennsylvania
$259M +$21M +9% 9.31% 35% 99
SIC
4207
Shoker Investment Counsel
Ohio
$259M +$28.1M +12% 9.41% 53.5% 92
MWM
4208
MorganRosel Wealth Management
Colorado
$259M +$19M +8% 10.3% 51.9% 102
PCC
4209
Perry Creek Capital
New York
$258M -$2.39M -0.9% 22.7% 37.9% 15
SW
4210
Simplicity Wealth
New Jersey
$258M +$87.5M +51% 8.44% 54.5% 190
FWM
4211
ForthRight Wealth Management
Georgia
$258M +$26.1M +11% 9.37% 36.8% 59
ZCM
4212
Zenyatta Capital Management
Delaware
$258M +$74M +40% 14.2% – 40
BCC
4213
Bridge City Capital
Oregon
$258M +$60.3M +30% 12.1% 63.6% 113
HLCM
4214
Hi-Line Capital Management
South Dakota
$258M -$13.4M -5% 9.27% 52.3% 39
TA
4215
TrueWealth Advisors
Alabama
$258M +$20.9M +9% 9.34% 39.7% 210
FFA
4216
Founders Financial Alliance
North Carolina
$258M +$28.9M +13% 11.2% 71.2% 498
SSC
4217
Syverson Strege & Co
Iowa
$258M +$34.3M +15% 10.1% 47.3% 70
KCM
4218
Kendall Capital Management
Maryland
$257M +$31.9M +14% 11.6% 77.3% 210
DSA
4219
Droms Strauss Advisors
Missouri
$257M +$25M +11% 10.6% 59.6% 68
PTP
4220
Platform Technology Partners
New York
$257M +$43.6M +20% 10.4% – 227
LWM
4221
Ledge Wealth Management
Minnesota
$257M +$34.4M +15% 9.76% – 66
SC
4222
Shay Capital
New York
$257M -$80.3M -24% 6.05% 62.4% 364
RBFC
4223
Roman Butler Fullerton & Co
Missouri
$257M +$45.1M +21% 11.8% 114% 219
HC
4224
Hendley & Co
Ohio
$257M +$8.71M +4% 6.23% 50.1% 55
OIS
4225
Okabena Investment Services
Minnesota
$257M +$128M +100% 11.5% 58.7% 144
167 168
169
170 171