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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
6976
Shorepath Capital Management
Utah
$121M -$11.2M -8% 10.5% – 24
AWA
6977
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 12.4% – 134
PWM
6978
PMG Wealth Management
Illinois
$121M +$27M +29% 7.34% – 54
AFW
6979
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 11.5% – 167
BCM
6980
Boreal Capital Management
Florida
$121M – – 9.67% – 488
CPA
6981
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 6.48% – 89
EBA
6982
Eagle Bay Advisors
New York
$121M +$2.99M +3% 9.08% 59.5% 119
HAM
6983
Hickory Asset Management
Ohio
$121M +$8.38M +7% 9.66% – 94
PA
6984
Persium Advisors
Georgia
$121M +$15.3M +15% 9.04% – 65
ACMC
6985
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11.6% – 11
LF
6986
LifePlan Financial
Minnesota
$121M +$6M +5% 5.66% – 95
IWB
6987
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 8.64% – 55
DQRIM
6988
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 23.6% – 95
RC
6989
Rexford Capital
Texas
$121M – – 7.49% – 280
WFS
6990
WealthGarden F.S.
California
$120M +$16.5M +16% 10.8% – 142
IMC
6991
Inherent Management Corp
New York
$120M -$8.23M -6% 11.9% – 9
EFG
6992
Elm3 Financial Group
Georgia
$120M +$6.48M +6% 16.3% – 117
MLIM
6993
Mountain Lake Investment Management
Florida
$120M +$13.9M +13% 4.24% 43.2% 34
HTWM
6994
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 9.32% – 57
TA
6995
TCM Advisors
West Virginia
$120M +$5.24M +5% 0.8% 15.7% 65
ECP
6996
Epacria Capital Partners
Colorado
$120M -$3.14M -3% 5.78% – 41
PSB
6997
Piscataqua Savings Bank
New Hampshire
$120M +$6.61M +6% 8.72% 64.9% 372
RA
6998
RoundAngle Advisors
New Jersey
$120M +$10.9M +10% 11.8% – 58
WCM
6999
WealthTrak Capital Management
Virginia
$120M +$3.66M +3% 7.78% – 1,094
PWM
7000
Pinnacle Wealth Management
California
$120M +$30.8M +35% 24.1% – 69
278 279
280
281 282