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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HFS
6426
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 1.73% – 55
SWA
6427
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 2.16% 40% 17
TCM
6428
Tao Capital Management
California
$122M +$16.4M +16% 19.2% 522% 10
VWMG
6429
Virginia Wealth Management Group
Virginia
$122M -$500K -0.4% 0.38% 36.5% 56
BICM
6430
Breach Inlet Capital Management
South Carolina
$122M +$10.2M +9% 2.77% – 12
DSCM
6431
Del-Sette Capital Management
New York
$122M +$83K +0.1% 2.79% 85.3% 49
KA
6432
Kure Advisory
Minnesota
$122M +$4.77M +4% 1.12% – 39
CPA
6433
Clear Point Advisors
New York
$122M +$159K +0.1% 2.4% – 606
PI
6434
Pelion Inc
Utah
$122M -$34.5M -22% 21.8% 13.8% 4
AWM
6435
Able Wealth Management
New Jersey
$121M +$6.86M +6% 2.29% – 92
MAG
6436
M3 Advisory Group
Massachusetts
$121M +$11.1M +10% 4.61% – 146
HB
6437
Hauser Brothers
Germany
$121M -$14.8M -11% 10.1% – 10
GRA
6438
Golden Road Advisors
Florida
$121M +$890K +0.7% 3.82% – 39
FHC
6439
Forest Hill Capital
Arkansas
$121M +$5.06M +4% 2.96% 51.1% 40
LF
6440
LifeSteps Financial
California
$121M -$11.4M -9% 5.6% 76.7% 442
PWSG
6441
Pacific Wealth Strategies Group
California
$121M +$1.24M +1% 4.56% 81.1% 49
4WM
6442
4J Wealth Management
Virginia
$121M +$5.1M +4% 4.36% 56.3% 91
CI
6443
CPR Investments
Michigan
$121M -$10.5M -8% 3.78% 46.6% 59
SMWM
6444
Silvia McColl Wealth Management
California
$121M +$4.27M +4% 2.9% – 110
RA
6445
RiverPark Advisors
New York
$121M -$885K -0.7% 5.31% 113% 144
LOIP
6446
Live Oak Investment Partners
Texas
$121M – – 0.34% – 282
CCCPV
6447
Castle Creek Capital Partners VI
California
$121M -$1.91M -2% 3.49% – 5
AGC
6448
Alden Global Capital
Florida
$121M -$12.3M -9% 5.41% 52.8% 24
VAM
6449
Vienna Asset Management
California
$121M +$11.2M +10% 6.21% – 52
PIM
6450
Pullen Investment Management
Florida
$121M +$2.3M +2% 1.44% – 104
256 257
258
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