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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
XWM
4351
Xcel Wealth Management
Florida
$108M +$5.95M +6% 1.37% 92.7% 76
GCA
4352
Genesee Capital Advisors
New York
$108M +$8.75M +9% 2.58% 73.7% 74
IG
4353
Inherent Group
New York
$108M +$15.9M +17% 6.2% 64.7% 7
CCM
4354
Copernicus Capital Management
California
$107M -$4.94M -4% 6.34% 125% 19
RHDIC
4355
R.H. Dinel Investment Counsel
California
$107M -$541K -0.5% 0.36% 52.7% 47
IA
4356
IFG Advisors
Missouri
$107M – – 1.09% 56.4% 65
BSA
4357
Bull Street Advisors
Georgia
$107M – – 2.1% 35.1% 87
SRA
4358
Summit Rock Advisors
New York
$107M +$26.1M +32% 0.58% 86% 3
ERM
4359
Elm Ridge Management
New York
$107M -$17M -14% 8.45% 93.7% 30
BCP
4360
Blackhawk Capital Partners
Wisconsin
$107M +$2.21M +2% 1.46% 76.5% 103
UMA
4361
USA Mutuals Advisors
Texas
$107M -$3.7M -3% 0.66% 14.1% 27
WGA
4362
Weather Gauge Advisory
Virginia
$107M +$2.62M +3% 3% 39.9% 88
FWM
4363
Fairhaven Wealth Management
Illinois
$107M -$706K -0.7% 0.56% – 81
TWM
4364
TLW Wealth Management
Florida
$107M +$4.01M +4% 4.14% 106% 30
ETM
4365
Euclidean Technologies Management
Washington
$107M +$250K +0.2% 0.05% 124% 73
SCI
4366
Stableford Capital II
Arizona
$107M +$3.82M +4% 1.95% 47.4% 97
BCM
4367
Brightline Capital Management
Florida
$106M +$11.5M +12% 0.63% – 14
SP
4368
Successful Portfolios
Florida
$106M +$13.2M +14% 2.05% 69.6% 158
SC
4369
Spindletop Capital
New York
$106M -$4.22M -4% 2.38% – 8
Q
4370
QVR
California
$106M +$72.1M +212% 0.38% – 40
VLC
4371
Van Leeuwen & Company
New Jersey
$106M -$5.41M -5% 3.21% 76.3% 83
PSF
4372
Pacific Sun Financial
California
$106M +$1.36M +1% 0.07% – 138
TC
4373
Trust Company
Kansas
$106M -$2.72M -3% 1.6% 30.8% 342
SHA
4374
Seneca House Advisors
Virginia
$106M -$3.35M -3% 1.23% 44.5% 91
LWM
4375
Liberty Wealth Management
California
$106M -$8.34M -7% 1.83% – 1,041
173 174
175
176 177