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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
UCIG
4401
Ulrich Consultants & Investment Group
New Mexico
$183M – – 14.4% – 71
VF
4402
Visa Foundation
California
$183M -$54M -23% 18.1% 45.2% 1
MAG
4403
Mass Ave Global
New York
$183M -$74M -29% 10.9% – 48
MS
4404
Madden Securities
Texas
$182M -$39.6M -18% 17.5% 93.8% 128
SAM
4405
Security Asset Management
New York
$182M -$50.8M -22% 16.6% 67.4% 83
TS
4406
Third Security
Virginia
$182M -$70.3M -28% 26.5% 28.2% 20
GPC
4407
Guardian Point Capital
Virginia
$182M -$92M -34% 13.4% 114% 14
DLG
4408
Daniel L. Goodwin
$182M -$49M -21% 19.8% 72.7% 109
IFPG
4409
Intrepid Financial Planning Group
Indiana
$182M – – 14.8% 64.7% 105
BIA
4410
Bigelow Investment Advisors
Maine
$182M -$32.1M -15% 10.9% 50.4% 151
HBWM
4411
Hollow Brook Wealth Management
New York
$182M -$42.7M -19% 13.6% 83.4% 78
KLC
4412
Kent Lake Capital
Nevada
$182M +$20.9M +13% 9.9% 92.1% 59
HRC
4413
Hoertkorn Richard Charles
$182M -$45.9M -20% 16.9% 92.1% 81
SIP
4414
Stoneridge Investment Partners
Pennsylvania
$182M -$31.3M -15% 15.8% 31.4% 111
KCM
4415
Kendall Capital Management
Maryland
$182M -$25.3M -12% 11.7% 77.3% 175
CCM
4416
Compton Capital Management
Rhode Island
$182M -$176M -49% 14.2% 75.6% 156
BWL
4417
Beacon Wealthcare LLC
North Carolina
$181M -$22.1M -11% 11.6% 33.6% 12
FZCM
4418
Flynn Zito Capital Management
New York
$181M +$63.2M +54% 12.9% 64.2% 125
KPWG
4419
KFA Private Wealth Group
Virginia
$181M -$18.6M -9% 12.9% 45% 71
RCA
4420
Riverview Capital Advisers
Massachusetts
$181M -$36.3M -17% 15.7% 76.1% 106
NCM
4421
New Capital Management
Texas
$181M +$42.5M +31% 13.1% – 49
BLC
4422
Brown, Lisle/Cummings
Rhode Island
$181M -$27.5M -13% 12.5% 61.8% 504
SI
4423
Symmetry Investments
Jersey
$181M -$127M -41% 7.55% 96.4% 123
GWM
4424
Graybill Wealth Management
Illinois
$181M -$24.4M -12% 13.3% – 50
SAM
4425
Secure Asset Management
Michigan
$181M -$41.3M -19% 13.9% 72.3% 227
175 176
177
178 179