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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DM
4376
Delphi Management
Massachusetts
$111M +$3.36M +3% 3.46% – 101
HIC
4377
Harbor Island Capital
Massachusetts
$111M +$4.21M +4% 4.17% 95.7% 18
UIA
4378
UBP Investment Advisors
Switzerland
$111M +$4.08M +4% 2.7% 11.2% 49
UMA
4379
USA Mutuals Advisors
Texas
$111M -$3.71M -3% 5.86% 14.1% 21
KCM
4380
Kendall Capital Management
Maryland
$111M +$5.05M +5% 2.91% 77.3% 124
SAM
4381
Seelaus Asset Management
New Jersey
$111M +$2.8M +3% 5.11% 87.7% 183
SC
4382
Spindletop Capital
New York
$110M +$5.09M +5% 7.7% – 8
HBWM
4383
Hollow Brook Wealth Management
New York
$110M +$17.9M +19% 3.64% 83.4% 52
SPL
4384
Smart Portfolios LLC
Washington
$110M -$8.18M -7% 1.34% – 221
BA
4385
Ballew Advisors
Mississippi
$110M +$1.32M +1% 2.31% 49.5% 94
KFS
4386
Kelly Financial Services
Massachusetts
$110M +$20.1M +22% 3.63% 48.6% 525
PGM
4387
Parian Global Management
New York
$110M -$34M -24% 1.58% 44.7% 25
QPWM
4388
Quadrant Private Wealth Management
Pennsylvania
$110M +$942K +0.9% 2.06% – 110
WCM
4389
WealthBridge Capital Management
Ohio
$110M -$47.8M -30% 3.76% 68.6% 1,013
PL
4390
Protective Life
Alabama
$110M +$2.04M +2% 1.91% 32.5% 12
AIM
4391
Act II Management
New York
$109M -$11M -9% 5.11% 42.7% 26
ASA
4392
Armstrong Shaw Associates
Connecticut
$109M +$5.18M +5% 4.58% 51.2% 44
C
4393
Clearshares
New York
$109M +$6.12M +6% 2.27% – 35
AWA
4394
Acorn Wealth Advisors
Michigan
$109M -$1.51M -1% 3.33% 42% 133
TFA
4395
TPG Financial Advisors
Oregon
$109M +$5.75M +6% 1.6% – 43
EI
4396
EDMP Inc
Florida
$109M +$6.64M +6% 1.73% 61% 55
BHWA
4397
Beacon Harbor Wealth Advisors
Virginia
$109M – – 0.92% – 41
SHA
4398
Seneca House Advisors
Virginia
$109M -$6.05M -5% 2.83% 44.5% 97
TA
4399
TCG Advisors
Texas
$109M -$631K -0.6% 1.45% – 588
AM
4400
Atwater Malick
Pennsylvania
$109M +$6.78M +7% 4.67% 51.5% 36
174 175
176
177 178