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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
4476
MBE Wealth Management
Wisconsin
$196M +$3.17M +2% 1.27% 47.9% 63
BE
4477
Bonness Enterprises
District of Columbia
$196M -$2.42M -1% 2.39% 83% 40
C1AG
4478
Client 1st Advisory Group
Florida
$196M +$3.04M +2% 0.9% 41.6% 77
PAA
4479
Peregrine Asset Advisers
Oregon
$196M -$23.7M -11% 3.63% 163% 162
GFS
4480
GYL Financial Synergies
Connecticut
$196M +$2.15M +1% 0.08% 36% 194
CFP
4481
Curran Financial Partners
South Carolina
$196M +$13.7M +8% 0.64% 44.6% 65
NC
4482
Nixon Capital
Texas
$196M -$32.1M -14% 0.65% 120% 26
CPC
4483
Congress Park Capital
New York
$195M -$4.12M -2% 1.39% 100% 152
ARIS
4484
Advanced Research Investment Solutions
California
$195M +$84.1M +76% 1.59% 13.2% 140
SCM
4485
Seascape Capital Management
New Hampshire
$195M +$2.98M +2% 1% 68.6% 99
LF
4486
Lantz Financial
Illinois
$195M +$511K +0.3% 0.58% 54.1% 147
1CM
4487
1492 Capital Management
Wisconsin
$195M +$2.13M +1% 2.49% 178% 120
CP
4488
Camelot Portfolios
Ohio
$195M -$52.8M -21% 1.77% 28.9% 250
PAM
4489
Peninsula Asset Management
Florida
$195M +$3.37M +2% 0.03% 50.3% 46
LD
4490
Lipe & Dalton
New York
$195M +$2.3M +1% 0.24% 59.7% 107
TA
4491
Trellis Advisors
Washington
$195M +$2.07M +1% 0.58% 23.3% 81
GWM
4492
GSB Wealth Management
Connecticut
$195M -$126M -39% 0.86% 43.5% 225
OFS
4493
Oldfather Financial Services
Nebraska
$195M +$11.7M +6% 1.44% 50.9% 64
HLAM
4494
Hidden Lake Asset Management
New York
$194M -$71.9M -27% 4.05% 142% 31
GFPC
4495
Global Financial Private Client
Florida
$194M +$15.4M +9% 0.68% 65.6% 612
LAS
4496
Lloyd Advisory Services
Georgia
$194M -$3.53M -2% 0.05% – 430
DM
4497
Diker Management
New York
$194M -$33.4M -15% 1.06% 101% 40
CG
4498
Castellan Group
Kentucky
$194M -$44.2M -19% 1.48% 178% 93
BIMC
4499
Benson Investment Management Company
Virginia
$194M -$2.19M -1% 2.11% 78.1% 73
BSA
4500
Bull Street Advisors
Georgia
$194M +$6.7M +4% 0.79% 35.1% 95
178 179
180
181 182