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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AAI
4301
American Assets Inc
California
$219M -$977K -0.4% 0.35% 7.31% 10
MFS
4302
Madrona Financial Services
Washington
$219M +$14.5M +7% 3.19% 54.3% 100
TA
4303
Trellis Advisors
Washington
$219M -$5.4M -2% 3.59% 23.3% 93
AA
4304
Argent Advisors
Louisiana
$219M +$628K +0.3% 3.02% 42% 138
FFM
4305
Flagstone Financial Management
Nebraska
$219M +$5.7M +3% 2.43% – 39
RWPA
4306
Richard W. Paul & Associates
Michigan
$219M -$10.9M -5% 3.77% – 572
FP
4307
Financial Perspectives
Minnesota
$218M -$8.85M -4% 4.39% 78.3% 713
HCM
4308
Heathbridge Capital Management
Ontario, Canada
$218M -$11.4M -5% 6.55% 29.9% 30
GJIA
4309
Glass Jacobson Investment Advisors
Maryland
$218M +$118K +0.1% 3.06% – 841
RI
4310
Rinkey Investments
California
$218M -$416K -0.2% 3.01% 28.6% 63
BE
4311
Bonness Enterprises
District of Columbia
$218M -$3.99M -2% 1.22% 83% 40
JWM
4312
Jeppson Wealth Management
California
$218M -$11.6M -5% 3.42% 67.3% 202
KCM
4313
Kaye Capital Management
California
$218M +$12.4M +6% 2.84% – 36
WC
4314
Wynnefield Capital
New York
$218M +$17.9M +9% 6.29% 81% 24
KFS
4315
Kelly Financial Services
Massachusetts
$218M +$6.78M +3% 3.76% 48.6% 794
DAM
4316
Deepwater Asset Management
Minnesota
$218M -$17.4M -7% 8.02% – 35
BWM
4317
BCGM Wealth Management
Indiana
$218M -$9.4M -4% 2.48% 45.2% 124
RC
4318
Riposte Capital
New York
$218M -$20M -8% 1.74% – 30
PCG
4319
Prosperity Consulting Group
Maryland
$218M +$54.8M +34% 3.25% 56.7% 152
RWM
4320
Rench Wealth Management
Texas
$218M -$10.5M -5% 4.66% 80.9% 44
PIC
4321
Portland Investment Counsel
Ontario, Canada
$218M +$15.3M +8% 5.59% 61.4% 41
WIA
4322
Westbourne Investment Advisors
Maryland
$218M -$5.82M -3% 0.78% 99.9% 92
FSA
4323
Financial Security Advisor
Virginia
$218M – – 2.7% – 95
BIA
4324
BHK Investment Advisors
Alabama
$217M -$16.1M -7% 3.79% 43.9% 61
SAM
4325
Selway Asset Management
$217M -$10.5M -5% 2.55% 36.5% 78
171 172
173
174 175