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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWP
2976
IAG Wealth Partners
Wisconsin
$498M +$32M +7% 0.38% 41.1% 531
BBL
2977
Beck Bode LLC
Massachusetts
$498M +$7.96M +2% 4.88% 125% 133
EWA
2978
ERTS Wealth Advisors
Michigan
$497M +$7.59M +2% 0.57% 34% 91
SWA
2979
SOA Wealth Advisors
New York
$497M +$14.2M +3% 5.85% 75.5% 930
EIG
2980
Ellenbecker Investment Group
Wisconsin
$497M +$20.7M +4% 2.2% 49.2% 119
ACM
2981
ADAR1 Capital Management
Texas
$497M +$130M +36% 5.04% – 306
AG
2982
Advocate Group
Minnesota
$497M -$6.36M -1% 1.4% 29.8% 128
CFS
2983
CRA Financial Services
New Jersey
$496M +$35.2M +8% 4.91% 74.3% 259
GCM
2984
Glynn Capital Management
California
$495M -$38.2M -7% 1.31% 171% 42
SCM
2985
Schnieders Capital Management
California
$495M +$10.1M +2% 6.29% 78.6% 213
MC
2986
Montag & Caldwell
Georgia
$495M -$85.3M -15% 3.62% 91.3% 88
NG
2987
Norden Group
Utah
$495M +$2.44M +0.5% 3.27% – 442
TC
2988
Tetrad Corporation
Nebraska
$495M -$21M -4% 3.99% 65.6% 3
SWM
2989
Sugarloaf Wealth Management
Georgia
$494M +$10.8M +2% 1.79% 10.3% 691
CJL
2990
Cyrus J. Lawrence
New York
$494M +$42.7M +9% 7.37% – 176
SFWA
2991
Summit Financial Wealth Advisors
Louisiana
$494M -$121K -0% 0.93% 20.7% 143
CAM
2992
Chandler Asset Management
California
$493M +$196K +0% 0.59% 28% 24
MCM
2993
Mengis Capital Management
Oregon
$493M -$155M -24% 1.76% 67.7% 223
PCMH
2994
Polymer Capital Management (HK)
Hong Kong
$493M +$96M +24% 12.4% – 264
SG
2995
StepStone Group
California
$493M +$21.5M +5% 15.1% 180% 23
CT
2996
Chicago Trust
Illinois
$493M +$9.65M +2% 3.25% 65.9% 338
SOAMC
2997
Spirit of America Management Corp
New York
$493M -$3.43M -0.7% 3.39% 78.4% 319
FTC
2998
Farmers Trust Company
Ohio
$493M -$4.07M -0.8% 1.83% 67.2% 187
GG
2999
Gleason Group
Kentucky
$493M +$14.2M +3% 1.82% 56.5% 278
FNBTCON
3000
First National Bank & Trust Co of Newtown
Pennsylvania
$492M -$700K -0.1% 2.44% 42.3% 137
118 119
120
121 122