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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MFG
2951
MidWestOne Financial Group
Iowa
$301M +$61.9M +26% 6.69% 47.6% 204
TPM
2952
Totem Point Management
New York
$301M +$27M +10% 16.5% 369% 19
SIM
2953
Strategic Investment Management
Virginia
$301M +$14.5M +5% 6.73% 34.6% 13
RIG
2954
Renaissance Investment Group
Massachusetts
$301M +$29.3M +11% 12.8% 91.8% 78
GC
2955
Gibson Capital
Pennsylvania
$300M +$16.7M +6% 7.15% 45.9% 35
WMG
2956
WESCAP Management Group
California
$300M +$17.1M +6% 6.01% 33.9% 85
NFG
2957
NewFocus Financial Group
Washington
$300M +$21.1M +8% 8.67% 55.4% 120
NC
2958
NBW Capital
Massachusetts
$300M +$21.2M +8% 5% 86% 73
GSWM
2959
Golden State Wealth Management
California
$299M -$12.5M -4% 8.39% – 470
SDAM
2960
Shulman DeMeo Asset Management
New York
$299M +$40.6M +16% 7.51% 58.7% 130
RIA
2961
Realta Investment Advisors
Delaware
$299M -$5.38M -2% 11% 98.8% 388
SBWM
2962
Sunflower Bank Wealth Management
Arizona
$299M +$852K +0.3% 8.26% 33.7% 128
RCM
2963
Radnor Capital Management
Pennsylvania
$298M +$21.7M +8% 5.93% 58.3% 198
GHP
2964
Great Hill Partners
Massachusetts
$298M +$7.07M +2% 40.7% 100% 2
WI
2965
WrapManager Inc
California
$298M +$28.8M +11% 5.68% 53.4% 255
MCM
2966
McRae Capital Management
New Jersey
$298M +$31.4M +12% 10.4% 66.9% 96
IAS
2967
IMA Advisory Services
Colorado
$298M +$21.7M +8% 7.48% 59.5% 311
PT
2968
Plimoth Trust
Massachusetts
$298M +$17M +6% 8.56% 68.5% 163
SDWMA
2969
Schneider Downs Wealth Management Advisors
Pennsylvania
$298M +$5.48M +2% 0.11% 48.8% 103
SA
2970
Strategic Advisors
New York
$298M +$30.1M +11% 11.2% 87.6% 160
AIS
2971
American Investment Services
Massachusetts
$298M +$13.5M +5% 6.5% 48% 138
OIA
2972
Optimum Investment Advisors
Illinois
$298M +$10.7M +4% 9.98% 92.1% 949
LSPW
2973
Lake Street Private Wealth
Illinois
$298M +$27.8M +10% 9.55% 80.4% 162
GMA
2974
Goldstein Munger & Associates
California
$298M +$32.4M +12% 7.61% 11.9% 39
AW
2975
Avion Wealth
Texas
$297M +$10M +3% 1.84% 29.2% 321
117 118
119
120 121