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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SPAS
6826
Spectrum Planning & Advisory Services
California
$120M +$4.9M +4% 0.87% – 71
ADBIC
6827
A.D. Beadell Investment Counsel
Wisconsin
$120M -$3.26M -3% 1.78% 49.4% 93
BCA
6828
Bay Capital Advisors
Virginia
$120M -$4.25M -3% 3.15% – 116
GL
6829
Gerber LLC
Ohio
$120M -$17.3M -13% 3.5% – 101
HCP
6830
Hiddenite Capital Partners
New York
$120M -$25.6M -18% 2.73% 87.1% 48
TWCA
6831
Two West Capital Advisors
Kansas
$120M +$3.04M +3% 0.55% – 82
GCWM
6832
Guided Capital Wealth Management
Texas
$120M +$10.6M +10% 4.26% – 38
AIS
6833
Accredited Investor Services
Minnesota
$120M -$5.3M -4% 2.84% – 98
ASG
6834
Ariston Services Group
California
$120M +$4.27M +4% 2.91% – 71
BC
6835
Barnett & Company
Tennessee
$120M -$33.1M -22% 0.11% 49.5% 89
UIA
6836
Ulland Investment Advisors
Minnesota
$120M -$37.2M -24% 5.7% 145% 230
CFG
6837
CNO Financial Group
Indiana
$120M – – 0.98% – 9
DWM
6838
David Wealth Management
Virginia
$120M -$1.53M -1% 1.48% – 50
MMRF
6839
Michelson Medical Research Foundation
California
$120M +$190K +0.2% 1.55% – 30
RSWA
6840
Robinson Smith Wealth Advisors
Maine
$119M +$1.52M +1% 1.52% – 88
AIA
6841
Accelerate Investment Advisors
California
$119M +$6.05M +5% 0.72% – 124
EI
6842
EDMP Inc
Florida
$119M +$14.1M +13% 6.05% 61% 73
CIM
6843
Courant Investment Management
Tennessee
$119M +$1.21M +1% 4.54% 80.3% 8
OS
6844
Objectivity Squared
South Carolina
$119M -$24.5M -17% 2.28% – 51
AFR
6845
Applied Fundamental Research
Massachusetts
$119M -$8.54M -7% 2.68% 19.3% 13
RPA
6846
Redwood Park Advisors
California
$119M +$2.03M +2% 1.34% – 362
PHIC
6847
Pine Haven Investment Counsel
Massachusetts
$119M -$2.52M -2% 0.2% 72.3% 115
LM
6848
Lansing Management
New York
$119M +$5.61M +5% 1.85% 115% 8
BF
6849
Baring Financial
Washington
$119M +$6.92M +6% 3.18% – 66
DW
6850
Durante & Waters
New York
$119M -$2.15M -2% 1.84% – 30
272 273
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275 276