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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EGWAG
3576
Elwood & Goetz Wealth Advisory Group
Georgia
$322M +$1.25M +0.4% 5.11% 35% 68
RCM
3577
Requisite Capital Management
Texas
$322M +$1.35M +0.4% 1.82% 29% 97
PCTC
3578
Perkins Coie Trust Company
Washington
$322M -$19M -6% 5.78% 60.9% 246
OM
3579
Opaleye Management
Massachusetts
$322M -$149M -32% 21% 608% 48
PCM
3580
Princeton Capital Management
New Jersey
$322M -$26.9M -8% 4.77% 147% 116
HWM
3581
Horizon Wealth Management
Illinois
$322M -$21.2M -6% 3.98% 84.2% 117
NL
3582
NKCFO LLC
Illinois
$322M +$10.4M +3% 7.63% 131% 151
SCP
3583
Siena Capital Partners
Illinois
$322M -$6.14M -2% 0.09% 24.8% 113
MWP
3584
Moller Wealth Partners
$322M +$8.2M +3% 1.93% 25.7% 53
WCM
3585
Windsor Capital Management
Arizona
$321M -$10.2M -3% 3.94% 37.7% 123
OH
3586
Oikos Holdings
New York
$321M +$103M +47% 5.67% 5.54% 7
ARG
3587
Advisory Resource Group
Oklahoma
$321M +$21.6M +7% 1.49% 45% 148
PAM
3588
Premier Asset Management
Illinois
$321M -$254M -44% 1.52% 104% 136
GPWA
3589
Great Point Wealth Advisors
Massachusetts
$321M -$5.42M -2% 3.64% 13.5% 66
PPW
3590
Pinnacle Private Wealth
Massachusetts
$321M +$1.9M +0.6% 4.1% – 338
BOS
3591
Bank of Stockton
California
$321M -$19.4M -6% 4.73% 54.2% 131
WCA
3592
Westover Capital Advisors
Delaware
$321M -$22.9M -7% 3.33% 106% 198
JSC
3593
Jackson Square Capital
California
$321M -$27M -8% 3.71% 201% 205
WPA
3594
West Paces Advisors
Georgia
$321M +$143K +0% 4.22% 37.9% 655
SG
3595
SCHF (GPE)
Wyoming
$321M -$235M -42% 29.9% – 12
FA
3596
Financial Advisors
Massachusetts
$320M -$7.77M -2% 5.29% 51.5% 91
WA
3597
WealthTrust Axiom
Pennsylvania
$320M +$7.29M +2% 6.38% 78% 284
TAM
3598
Tucker Asset Management
Colorado
$320M +$9.96M +3% 4.84% 24.5% 634
HC
3599
Hourglass Capital
Texas
$320M +$21.4M +7% 5.45% 64.7% 108
E
3600
EnerVest
Texas
$320M -$33.6M -9% 25.3% 7.1% 1
142 143
144
145 146