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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FMC
5651
Financial Management Concepts
Florida
$137M +$11.8M +9% 4.29% – 32
WPA
5652
Winning Points Advisors
Florida
$137M +$4.7M +4% 4.38% – 83
AIA
5653
Acute Investment Advisory
Arizona
$137M – – 4.94% 2.93% 52
EC
5654
Exelon Corporation
Illinois
$137M – – 1.19% – 9
CPP
5655
Capasso Planning Partners
South Carolina
$137M – – 5.68% 46.5% 83
KC
5656
Kenfarb & Co
Kentucky
$137M – – 13.9% – 170
MCM
5657
Masterton Capital Management
New York
$137M -$22.4M -14% 8.72% 0.56% 28
FPW
5658
Flagship Private Wealth
Massachusetts
$137M +$11.7M +9% 8.25% 51.3% 79
SWM
5659
Salvus Wealth Management
New Jersey
$137M +$14.3M +12% 11.6% 88.4% 106
DAM
5660
Diamant Asset Management
Connecticut
$137M +$15.9M +13% 13.8% 62.8% 71
FCFC
5661
First Citizens Financial Corp
Iowa
$137M +$11.5M +9% 7.51% – 106
MWM
5662
Moulton Wealth Management
Washington
$137M +$2.77M +2% 5.87% 19.2% 33
JIM
5663
JCP Investment Management
Texas
$137M – – 1.95% 81.1% 22
MIM
5664
Meros Investment Management
Texas
$137M – – 8.95% 59.1% 39
FMI
5665
F/M Investments
District of Columbia
$137M -$3.13M -2% 18.6% 125% 108
DP
5666
Divergent Planning
Maryland
$137M +$13M +10% 6.76% 34% 18
BCA
5667
Boundary Creek Advisors
New York
$137M +$2.44M +2% 1.06% 4.24% 26
SA
5668
Sunesis Advisors
Kansas
$136M +$6.92M +5% 4.3% – 32
KLC
5669
Knowledge Leaders Capital
Colorado
$136M +$12.5M +10% 11.2% 51.6% 137
LC
5670
LNZ Capital
New York
$136M +$67M +97% 12% 58.9% 25
MA
5671
Mosaic Advisors
Texas
$136M -$13.9M -9% 9.13% 30.3% 58
MIM
5672
Merrion Investment Management
New Jersey
$136M +$4.96M +4% 5.45% 108% 101
OF
5673
Outfitter Financial
Maine
$136M +$9.17M +7% 7.12% 71.1% 263
DI
5674
DRH Investments
California
$136M +$13.4M +11% 13.1% 31% 18
AA
5675
ACT Advisors
North Carolina
$136M +$6.57M +5% 6.97% 63% 37
225 226
227
228 229