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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ULWM
6401
Upper Left Wealth Management
Florida
$139M +$22.5M +19% 4.35% 30.8% 64
VF
6402
Vestment Financial
Minnesota
$139M +$8.51M +7% 0.02% – 40
PCM
6403
Piedmont Capital Management
Montana
$139M -$26.6M -16% 6.88% 68% 57
MIM
6404
Merrion Investment Management
New Jersey
$139M -$4.46M -3% 6.87% 108% 103
FHC
6405
Fort Henry Capital
West Virginia
$139M -$515K -0.4% 1.08% 25.3% 14
FAG
6406
Fortitude Advisory Group
Washington
$139M -$26.8M -16% 4.95% 104% 223
BCG
6407
BayBridge Capital Group
California
$139M +$1.27M +0.9% 0.13% – 117
RHAM
6408
Round Hill Asset Management
California
$139M -$2.74M -2% 0.77% 44.7% 66
RFO
6409
RiverGlades Family Offices
Florida
$139M -$1.1M -0.8% 0.06% – 85
TPCM
6410
Templeton & Phillips Capital Management
Tennessee
$139M +$12.9M +10% 5.92% – 54
LP
6411
LB Partners
Virginia
$139M +$5.56M +4% 1.54% – 24
NCG
6412
Newport Capital Group
New Jersey
$139M +$3.24M +2% 1.86% – 62
KC
6413
Kintayl Capital
New York
$139M +$31.1M +29% 4.34% – 38
TL
6414
TowerView LLC
New York
$139M -$199K -0.1% 0.49% 10.7% 25
KPPF
6415
Klein Pavlis & Peasley Financial
California
$139M +$15.2M +12% 4.16% – 84
RM
6416
RP Management
New York
$139M -$88.9M -39% 22.3% 207% 4
TC
6417
Tacita Capital
Ontario, Canada
$139M -$1.27M -0.9% 1.06% 43.9% 211
LWP
6418
LeClair Wealth Partners
Ohio
$139M -$11.2M -7% 2.38% – 103
T
6419
Tableaux
Massachusetts
$139M +$17.8M +15% 0.89% – 101
RCM
6420
RMR Capital Management
California
$139M +$4.33M +3% 4.13% – 79
FFC
6421
Frederick Financial Consultants
Maryland
$139M +$13.4M +11% 4% – 94
AC
6422
AlpenGlobal Capital
California
$139M -$15.4M -10% 8.36% – 29
HIA
6423
Harvest Investment Advisors
Florida
$138M -$6.23M -4% 2.63% – 55
PWAM
6424
Pinnacle West Asset Management
Wyoming
$138M -$1.23M -0.9% 0.37% – 115
CIA
6425
Cladis Investment Advisory
Montana
$138M -$2.82M -2% 1.67% 95% 143
255 256
257
258 259