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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FIA
6601
FPC Investment Advisory
California
$111M +$9.64M +10% 1.91% – 97
BAWM
6602
Bennett Associates Wealth Management
Pennsylvania
$111M +$235K +0.2% 0.2% – 48
BCM
6603
Basso Capital Management
Connecticut
$111M +$4.99M +5% 2.74% 70.5% 78
SPWM
6604
Schrum Private Wealth Management
Florida
$111M +$699K +0.6% 2.33% 57.7% 133
YSP
6605
Yarra Square Partners
New York
$111M -$4.61M -4% 10.2% 58.4% 26
PM
6606
Plustick Management
Virginia
$111M +$5.83M +6% 19.4% 496% 19
SHFA
6607
Sherrill & Hutchins Financial Advisory
Georgia
$111M +$1.01M +0.9% 0.02% – 12
UAML
6608
US Asset Management LLC
Pennsylvania
$111M -$317K -0.3% 6.28% – 133
IAM
6609
Impala Asset Management
Florida
$111M -$326K -0.3% 0.02% 49.3% 25
WDOM
6610
Wasserstein Debt Opportunities Management
New York
$111M +$11.1M +11% 8.01% – 1
ICVCFVA
6611
IDG China Venture Capital Fund V Associates
Hong Kong
$111M -$4.81M -4% 4.17% 3.76% 1
PA
6612
Prossimo Advisors
California
$110M +$58.8M +114% 3.17% – 128
OFG
6613
OmniStar Financial Group
North Carolina
$110M +$1.27M +1% 1.75% 49.6% 124
LC
6614
LTG Capital
Massachusetts
$110M -$6.23M -5% 2.74% 41.2% 26
OIM
6615
Oder Investment Management
California
$110M +$3.08M +3% 4.11% 95.9% 92
EI
6616
EDMP Inc
Florida
$110M -$9.4M -8% 0.99% 61% 81
VM
6617
Valinor Management
New York
$110M +$30M +37% 39.8% – 1
ULWM
6618
Upper Left Wealth Management
Florida
$110M +$2.46M +2% 0.01% 30.8% 60
MWM
6619
Moulton Wealth Management
Washington
$110M +$15M +16% 1.1% 19.2% 34
ASFA
6620
All Season Financial Advisors
Colorado
$110M -$10.4M -9% 0.5% 33.7% 121
LPP
6621
Life Planning Partners
Florida
$110M +$9.76M +10% 0.62% – 64
LCM
6622
LDR Capital Management
New York
$110M -$38.8M -26% 1.22% 7.33% 42
AIA
6623
Arrow Investment Advisors
Maryland
$110M -$7.41M -6% 0.72% 29.9% 66
SCM
6624
Stonepine Capital Management
Oregon
$110M -$16.5M -13% 7.28% 160% 31
ASM
6625
AI-Squared Management
Hong Kong
$110M +$931K +0.9% 4.6% – 32
263 264
265
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