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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JFS
5501
JD Financial Services
Pennsylvania
$110M +$1.84M +2% 1.49% – 37
WF
5502
Whelan Financial
California
$109M – – 1.14% 39.3% 16
AL
5503
ADE LLC
Maryland
$109M -$537K -0.5% 0.71% 40.1% 273
XS
5504
XR Securities
Illinois
$109M -$11M -9% 0.14% 10.5% 355
CCP
5505
Clifford Capital Partners
Utah
$109M +$2.25M +2% 5.97% 47.2% 43
MVA
5506
Mount Vernon Associates
Maryland
$109M -$26K -0% 0.54% 112% 58
KCM
5507
KLK Capital Management
California
$109M -$7.19M -6% 2.46% – 68
ACMH
5508
Andar Capital Management (HK)
Hong Kong
$109M -$19.9M -15% 8.29% 138% 18
CFG
5509
CNO Financial Group
Indiana
$109M -$916K -0.8% 0.85% – 9
HPM
5510
Hudson Portfolio Management
New York
$109M -$239K -0.2% 1.12% – 105
HFAS
5511
Hummer Financial Advisory Services
Illinois
$108M -$42K -0% 0.53% 55.1% 105
DCM
5512
Dean Capital Management
Kansas
$108M -$800K -0.7% 0.07% 35.2% 85
APC
5513
Asset Planning Corporation
Tennessee
$108M +$5.33M +5% 1.03% 30.4% 32
PWM
5514
Penobscot Wealth Management
Maine
$108M +$3.93M +4% 1.69% 44.2% 54
RA
5515
Raffles Associates
New York
$108M -$9.6M -8% 6.09% 12.6% 52
ARS
5516
Adirondack Retirement Specialists
New York
$108M +$2.41M +2% 2.15% 13.1% 19
MUMSS
5517
Mitsubishi UFJ Morgan Stanley Securities
Japan
$108M +$94.4M +702% 3.01% 20.5% 121
EM
5518
Endicott Management
New York
$108M -$17.9M -14% 11% – 8
CCM
5519
Crew Capital Management
Ohio
$108M +$466K +0.4% 0.77% 81.2% 105
CCG
5520
Capital CS Group
California
$107M -$15.2M -12% 7.24% 27.2% 98
TBNY
5521
Trustco Bank (New York)
New York
$107M -$3.9M -4% 2% 71.2% 73
BWM
5522
Birchcreek Wealth Management
Ohio
$107M +$3.44M +3% 0.32% 54.2% 122
DC
5523
DPM Capital
Florida
$107M -$6.05M -5% 3.54% 110% 2
MI
5524
Markston International
New York
$107M -$57.8M -35% 0.47% 110% 147
SAM
5525
Stringer Asset Management
Tennessee
$107M +$5.77M +6% 0.71% 16.4% 38
219 220
221
222 223