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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFS
5226
Weitzel Financial Services
Iowa
$157M -$9.01M -5% 4.87% 31.7% 34
PCM
5227
Pointe Capital Management
Michigan
$157M -$7.63M -5% 0.5% 58.6% 159
NVPX
5228
Norwest Venture Partners XII
California
$157M -$101M -39% 36.1% – 3
DCM
5229
Difesa Capital Management
New York
$156M +$18.1M +13% 1.87% – 285
RFG
5230
Range Financial Group
Oregon
$156M +$4.74M +3% 2.37% 102% 189
CI
5231
Carroll Investors
South Carolina
$156M -$19.9M -11% 9.71% 206% 223
AC
5232
Applied Capital
Arkansas
$156M +$30.8M +25% 4.91% 42.9% 65
QCIG
5233
Quad-Cities Investment Group
Iowa
$156M -$3.75M -2% 2.03% 48.7% 199
LCM
5234
LRT Capital Management
Texas
$156M +$24.9M +19% 6.88% 57% 79
DP
5235
Divergent Planning
Maryland
$156M +$19.6M +14% 5.5% 34% 22
KA
5236
Kozak & Associates
Colorado
$156M +$0 0% 5.89% 105% 389
RWA
5237
Rainsberger Wealth Advisors
Colorado
$156M -$14.1M -8% 1.89% – 68
6F
5238
626 Financial
Michigan
$156M -$7.21M -4% 2.91% 71.4% 113
LFWA
5239
LBJ Family Wealth Advisors
Texas
$156M -$15.9M -9% 5.52% 52.4% 23
FC
5240
Foundation Capital
California
$156M -$104M -40% 49% – 5
RHP
5241
Royal Harbor Partners
Texas
$156M -$1.55M -1% 0.79% 47.8% 83
CCM
5242
Conway Capital Management
California
$156M -$14.2M -8% 5.94% 210% 72
FCMT
5243
Founders Capital Management (Texas)
Texas
$156M +$0 0% 2.75% 62% 317
MVP
5244
Medina Value Partners
California
$156M +$15.5M +11% 0.32% 113% 24
CWM
5245
Concentrum Wealth Management
California
$156M -$31.2M -17% 11.3% 208% 65
BTIM
5246
BancFirst Trust & Investment Management
Oklahoma
$156M +$26.4M +20% 15.2% 34.1% 58
MCAI
5247
Members Capital Advisors Inc
Wisconsin
$156M -$39.1M -20% 1.39% 11.4% 70
BAM
5248
Boyar Asset Management
New York
$156M -$10.3M -6% 7.28% 64.5% 86
HCM
5249
Highview Capital Management
Illinois
$156M +$1.38M +0.9% 3.41% 80.5% 125
NFAM
5250
North Fourth Asset Management
New Jersey
$156M -$131M -46% 1.99% 43% 111
208 209
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