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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HIS
6001
Harvest Investment Services
Illinois
$81.7M -$48.8M -37% 1.4% 188% 172
RCM
6002
Regency Capital Management
Hawaii
$81.6M -$11.4M -12% 3.1% 62.3% 89
PFA
6003
Peak Financial Advisors
Colorado
$81.3M -$19.7M -19% 3.78% 25.5% 75
CA
6004
Cresta Advisors
Texas
$81M – – 5.03% 51.4% 31
LP
6005
Lloyd Park
Illinois
$81M -$14.6M -15% 0.67% – 86
BRC
6006
Bell Rock Capital
Delaware
$81M -$47.6M -37% 4.7% – 120
HAS
6007
Holland Advisory Services
Florida
$80.8M -$2.75M -3% 6.56% 39.2% 33
EC
6008
Enhancing Capital
Pennsylvania
$80.8M -$2.95M -4% 4.09% – 79
LCM
6009
Linker Capital Management
Kentucky
$80.7M +$212K +0.3% 3.04% – 39
SMF
6010
Sterling Manor Financial
New York
$80.7M -$1.02M -1% 3.27% 44.9% 70
CWM
6011
ClientFirst Wealth Management
Arkansas
$80.6M +$14.9M +23% 13.3% – 29
WWM
6012
Westwood Wealth Management
California
$80.5M -$6.14M -7% 3.99% 309% 40
LM
6013
Lansing Management
New York
$80.5M -$17.3M -18% 11.8% 115% 8
SHFP
6014
Second Half Financial Partners
Florida
$80.4M -$49.6M -38% 7.09% 24.9% 69
NI
6015
Natural Investments
California
$80.4M -$19.7M -20% 13.9% – 1
SAM
6016
Soditic Asset Management
United Kingdom
$80.2M -$49.9M -38% 5.66% 23.4% 15
CNWM
6017
Clay Northam Wealth Management
California
$80.1M -$127K -0.2% 2.83% 85.6% 83
ARMT
6018
Amica Retiree Medical Trust
Rhode Island
$80M -$8.24M -9% 5.34% – 111
WHC
6019
Wulff, Hansen & Co
California
$79.9M -$8.32M -9% 6.66% 64.9% 90
PCM
6020
Potomac Capital Management
New York
$79.8M -$1.58M -2% 4.31% – 73
KWM
6021
Kolinsky Wealth Management
New Jersey
$79.8M -$4.84M -6% 4.22% 45.2% 132
BDAM
6022
Blue Door Asset Management
Connecticut
$79.7M -$1.44M -2% 0.91% 67.9% 19
POIA
6023
Pin Oak Investment Advisors
Texas
$79.7M -$2.12M -3% 1.97% 43.5% 425
MU
6024
Moneda USA
New York
$79.6M +$1.39M +2% 1.18% – 9
SWAG
6025
Spectrum Wealth Advisory Group
California
$79.6M -$10.1M -11% 5.36% 60.6% 44
239 240
241
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