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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWM
5676
Hassell Wealth Management
Louisiana
$149M +$11.6M +8% 10.4% – 21
AA
5677
AlphaCentric Advisors
Puerto Rico
$149M -$27.2M -15% 8.91% – 297
CWM
5678
CCG Wealth Management
California
$149M -$3.79M -2% 10.8% 59.5% 65
WAOI
5679
Wealth Advisors of Iowa
Iowa
$149M +$6.79M +5% 9.2% 56.4% 65
WA
5680
Watchtower Advisors
Connecticut
$149M +$47.6M +47% 22.8% 380% 15
OCM
5681
Orleans Capital Management
Louisiana
$149M +$14.3M +11% 10.2% 62.7% 83
PM
5682
Penbrook Management
New York
$149M +$12.4M +9% 11.2% 84.4% 107
EFIC
5683
Eliot Finkel Investment Counsel
California
$149M +$15.2K +0% 10.5% 33.1% 32
VCG
5684
Vantage Consulting Group
Virginia
$149M -$355K -0.2% 7.45% 18.7% 219
BHH
5685
Baker Hughes Holdings
Texas
$149M -$24M -14% 12% 38.6% 2
RCM
5686
Regency Capital Management
Hawaii
$149M +$31M +26% 9.83% 62.3% 60
CWM
5687
Cahill Wealth Management
Michigan
$149M +$18.5M +14% 11% 24.6% 47
RM
5688
RP Management
New York
$149M +$45.1M +44% 52.2% 207% 3
CSA
5689
Cottage Street Advisors
Massachusetts
$149M +$11.7M +9% 11.3% 73.3% 91
PPWM
5690
PFG Private Wealth Management
Florida
$149M +$14.1M +10% 8.2% 39.9% 314
HBW
5691
Hazlett, Burt & Watson
West Virginia
$149M +$14.4M +11% 10.9% 66.1% 746
CSIA
5692
Carl Stuart Investment Advisor
Texas
$148M +$24.3M +20% 10.8% 72.4% 31
NIWA
5693
New Insight Wealth Advisors
California
$148M – – 12.7% – 78
PPW
5694
PACK Private Wealth
Minnesota
$148M +$14.4M +11% 10.3% 38.8% 38
FZCM
5695
Flynn Zito Capital Management
New York
$148M +$5.8M +4% 10.4% 64.2% 98
PWM
5696
Penobscot Wealth Management
Maine
$148M +$16.2M +12% 10.4% 44.2% 74
AFT
5697
Alpha Family Trust
California
$148M +$16.7M +13% 13.1% 162% 159
YEPX
5698
Yorktown Energy Partners XI
New York
$148M -$30.6M -17% 28% 36.9% 5
DC
5699
Deere & Company
Illinois
$148M +$15.2M +11% 9.95% – 3
SCM
5700
Semanteon Capital Management
Massachusetts
$148M – – 14.6% – 207
226 227
228
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