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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DLHL
4526
Donald L. Hagan LLC
Florida
$126M +$11.1M +10% 13.4% 32.1% 90
MI
4527
Moneywise Inc
Virginia
$126M +$1.16M +0.9% 5.17% 41.8% 42
FCM
4528
Fortis Capital Management
Washington
$126M +$37.3M +42% 2.78% 86.3% 110
CT
4529
Clearstead Trust
Maine
$126M +$7.21M +6% 7.59% 87.1% 169
MWA
4530
Moser Wealth Advisors
Washington
$126M +$20.9M +20% 9.01% – 128
HWC
4531
Hill Winds Capital
New York
$126M +$56M +80% 0.34% 8.56% 41
NEPPG
4532
New England Professional Planning Group
Rhode Island
$126M -$3.89M -3% 6.87% 46.1% 47
NPP
4533
New Potomac Partners
Maryland
$126M +$13.6M +12% 7.99% 37.2% 134
KWA
4534
KCS Wealth Advisory
California
$125M +$4.6M +4% 8.63% 45.3% 149
SP
4535
Successful Portfolios
Florida
$125M +$11.6M +10% 8.04% 69.6% 181
ADBIC
4536
A.D. Beadell Investment Counsel
Wisconsin
$125M +$12M +11% 9.07% 49.4% 89
AAM
4537
Ascension Asset Management
New York
$125M – – 11.1% – 77
KCM
4538
Kempner Capital Management
Texas
$125M -$2.36M -2% 2.17% 36.1% 48
BFA
4539
Brendel Financial Advisors
New Hampshire
$125M +$8.94M +8% 15.8% 91.3% 84
HFG
4540
Heron Financial Group
New York
$125M +$13.1M +12% 7.91% 47.5% 133
AP
4541
Adero Partners
California
$125M +$28.7M +30% 11.3% 27.7% 90
BPM
4542
Bronson Point Management
Connecticut
$125M +$9.61M +8% 14% 11% 45
FF
4543
Friedenthal Financial
New Jersey
$125M +$7.95M +7% 6.74% 124% 57
HFP
4544
Holistic Financial Partners
Indiana
$125M +$8.78M +8% 7.61% 79.7% 121
RCA
4545
Ranch Capital Advisors
Florida
$124M -$3.09M -2% 7.52% 81.2% 1,006
HIC
4546
Harbor Island Capital
Massachusetts
$124M +$4.63M +4% 5.06% 95.7% 15
SAM
4547
Seelaus Asset Management
New Jersey
$124M +$14.5M +13% 9.66% 87.7% 168
CCM
4548
Chiron Capital Management
Florida
$124M – – 0.26% 16.4% 514
LBA
4549
Lowell Blake & Associates
Massachusetts
$124M +$19.6M +19% 11.7% 44.2% 55
HA
4550
HC Advisors
Georgia
$124M +$3.28M +3% 5.39% 52.2% 90
180 181
182
183 184