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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LI
5276
Latash Investments
Alaska
$154M -$7.92M -5% 1.74% 125% 22
PFG
5277
Pacific Financial Group
Washington
$154M +$1.26M +0.8% 4.28% 47.7% 69
NS
5278
Newman & Schimel
Illinois
$154M -$22.7M -13% 3.14% – 52
NC
5279
Naman Capital
Brazil
$154M -$17.2M -10% 7.09% 92.3% 17
BCM
5280
Brooktree Capital Management
Michigan
$153M -$10.2M -6% 8.74% 78.9% 49
WPW
5281
Warther Private Wealth
Ohio
$153M +$18.7M +14% 1.32% 112% 148
CHA
5282
Cooper/Haims Advisors
New York
$153M -$9.07M -6% 5.1% 42.9% 89
BFAG
5283
Blackston Financial Advisory Group
Florida
$153M -$19.3M -11% 5.93% 63.8% 98
WAM
5284
Worth Asset Management
Texas
$153M – – 3.08% 72.8% 562
SOAG
5285
Silver Oak Advisory Group
Oregon
$153M -$4.72M -3% 4.96% 17.2% 61
P2P
5286
Phase 2 Partners
California
$153M +$2.32M +2% 7.41% 25.2% 29
OGF
5287
Orin Green Financial
California
$153M +$15.2M +11% 6.64% 41.3% 68
BCM
5288
Bancreek Capital Management
California
$153M +$46.1M +43% 7.43% 38.3% 31
YCM
5289
Yost Capital Management
Texas
$153M +$11.1M +8% 3.69% 169% 17
HFS
5290
Heritage Financial Services
Massachusetts
$153M +$25.3M +20% 4.4% 29.8% 84
WDC
5291
Woodward Diversified Capital
California
$153M -$17M -10% 3.3% 72.7% 211
SP
5292
SWS Partners
Ohio
$153M -$23M -13% 10.4% 77.2% 116
HM
5293
HCEP Management
Hong Kong
$153M -$11.8M -7% 17.6% 104% 6
OFG
5294
OTA Financial Group
New York
$153M +$12.5M +9% 68.7% 311% 147
PL
5295
Polianta Ltd
Jersey
$153M -$79.3M -34% 7.64% 30.4% 107
WAM
5296
WFA Asset Management
Wisconsin
$153M -$612K -0.4% 2.9% 41.1% 219
CMBA
5297
C.M. Bidwell & Associates
Hawaii
$153M -$10.1M -6% 3.44% 62% 636
WCM
5298
Washburn Capital Management
Florida
$153M -$15.6M -9% 4.22% 93.8% 69
EWG
5299
Executive Wealth Group
Washington
$153M -$9.22M -6% 6.1% 14.9% 49
RI
5300
Ridgewood Investments
New Jersey
$152M -$5.17M -3% 1.09% 46.1% 219
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