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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIP
3226
Capital Insight Partners
Arizona
$189M -$28.4M -13% 13% 44.6% 102
IWA
3227
Intercontinental Wealth Advisors
Texas
$189M +$69.3M +58% 20.2% 46.8% 410
SIAP
3228
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$189M -$28.4M -13% 12.6% 81.4% 466
FNBOMD
3229
First National Bank of Mount Dora
Florida
$189M -$48.1M -20% 19% 81.2% 100
IACGFIA
3230
IDG-Accel China Growth Fund III Associates
Hong Kong
$189M -$91.4M -33% 5.28% – 8
OCM
3231
Oakwood Capital Management
California
$189M -$51.4M -21% 15.6% 72.5% 51
SCM
3232
Southport Capital Management
Tennessee
$189M -$67.8M -26% 19.4% 79.9% 224
SG
3233
StoneX Group
New York
$188M -$56.9M -23% 15% 64.6% 335
PPP
3234
Private Portfolio Partners
New Jersey
$188M -$42.3M -18% 18.5% 16.9% 219
NAH
3235
Neumann Advisory (HK)
Hong Kong
$188M -$10.4M -5% 6.92% 84.2% 11
ETS
3236
ESL Trust Services
New York
$188M -$28.6M -13% 16.2% 37.2% 35
WCG
3237
Wall Capital Group
Arizona
$188M -$36.6M -16% 19% 16.6% 26
SIM
3238
Stratos Investment Management
Ohio
$188M -$27.8M -13% 15.4% 49% 127
SAG
3239
Spotlight Asset Group
Illinois
$188M -$21.5M -10% 16.1% – 129
BRA
3240
Bender Robert & Associates
California
$188M -$33.9M -15% 12.3% – 50
FHC
3241
Forest Hill Capital
Arkansas
$188M -$115M -38% 32.8% 51.1% 50
CNBTD
3242
Citizens National Bank Trust Department
Mississippi
$188M – – 19.2% 71.6% 100
AWMG
3243
Alliance Wealth Management Group
New Jersey
$188M -$36.7M -16% 12.7% – 62
CP
3244
Covenant Partners
Tennessee
$187M -$26.9M -13% 22.2% 66% 222
TJHA
3245
Thomas J. Herzfeld Advisors
Florida
$187M -$92.4M -33% 28.1% 21% 270
TCM
3246
Tuttle Capital Management
Connecticut
$187M -$76.8M -29% 9.76% 46.4% 132
SWRP
3247
Summit Wealth & Retirement Planning
California
$187M -$37.5M -17% 13.5% 50.8% 134
CG
3248
CFO4Life Group
Texas
$187M -$49.6M -21% 18% 41.8% 149
KLI
3249
Kelman-Lazarov Inc
Tennessee
$187M -$35.7M -16% 21.7% 41.2% 98
MIM
3250
Monashee Investment Management
Massachusetts
$187M +$79.3M +74% 17.7% 186% 114
128 129
130
131 132