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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BDF
4301
Black Diamond Financial
Maryland
$117M +$5.56M +5% 2.76% 51.8% 58
SB
4302
Strategic Blueprint
Georgia
$117M +$7.07M +6% 4.38% 62.4% 74
TVWM
4303
Tower View Wealth Management
Wisconsin
$117M +$4.52M +4% 4.29% 110% 152
CB
4304
CNB Bank
Pennsylvania
$117M -$77M -40% 2.93% 73.2% 528
HCM
4305
Hall Capital Management
Rhode Island
$117M +$2.29M +2% 4.46% – 85
DRS
4306
Deane Retirement Strategies
Louisiana
$117M +$2.49M +2% 4.49% 46.9% 55
SCM
4307
Stumpf Capital Management
Arizona
$117M +$20.3M +21% 1.16% 44.5% 15
LFGH
4308
Lee Financial Group Hawaii
Hawaii
$117M +$9.59M +9% 5.06% 12.9% 36
KAM
4309
Kavi Asset Management
New York
$117M -$32.4M -22% 4.45% 140% 25
HCM
4310
Horiko Capital Management
New York
$117M +$8.94M +8% 4.8% 136% 24
MI
4311
M3F Inc
Utah
$117M +$4.14M +4% 4.67% 98.5% 41
XS
4312
XR Securities
Illinois
$117M -$110M -49% 0.36% 10.5% 273
EGWAG
4313
Elwood & Goetz Wealth Advisory Group
Georgia
$117M +$7.83M +7% 2.04% 35% 29
FF
4314
Friedenthal Financial
New Jersey
$117M -$260K -0.2% 2.35% 124% 71
MCG
4315
MACRO Consulting Group
New Jersey
$116M +$12M +11% 3.92% – 62
BMA
4316
Brooks Moore & Associates
Tennessee
$116M +$6.83M +6% 2.68% 49.3% 96
AMAL
4317
Asset Management Advisors LLC
Oklahoma
$116M -$3.02M -3% 5.16% 75.5% 28
AM
4318
Account Management
Massachusetts
$116M +$5.58M +5% 6.02% 89.7% 23
SWMG
4319
Sanchez Wealth Management Group
Florida
$116M +$4M +4% 3.73% 47% 25
ADBIC
4320
A.D. Beadell Investment Counsel
Wisconsin
$116M +$3.17M +3% 3.97% 49.4% 86
PKC
4321
Palmer Knight Company
Florida
$116M +$7.72M +7% 5.87% 76% 25
RMCP
4322
Red Mountain Capital Partners
California
$116M -$22.5M -16% 7.56% 37.4% 6
VCA
4323
VIEX Capital Advisors
Florida
$116M +$11.7M +11% 11.4% 25.5% 20
DLHL
4324
Donald L. Hagan LLC
Florida
$116M +$338K +0.3% 0.42% 32.1% 110
NR
4325
Newfound Research
Massachusetts
$116M -$21.8M -16% 3.14% 54.6% 242
171 172
173
174 175