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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PEGL
3751
P/E Global LLC
Massachusetts
$361M -$6.72M -2% 5.57% 15.1% 3
EGA
3752
E&G Advisors
Texas
$361M +$21.2M +6% 5.15% 67.6% 222
MC
3753
Meteora Capital
Florida
$361M -$177M -33% 1.96% 37.4% 304
OPA
3754
Old Port Advisors
Maine
$360M +$25.1M +8% 7.5% – 241
AA
3755
Addison Advisors
Vermont
$360M +$50.1M +16% 5.89% 45.7% 867
MFS
3756
Madrona Financial Services
Washington
$360M +$34.3M +11% 4.47% 54.3% 115
CWA
3757
Cornerstone Wealth Advisors
Minnesota
$360M +$25.6M +8% 5.11% 36.5% 50
WWP
3758
WR Wealth Planners
Missouri
$360M +$31.7M +10% 6.09% 22.1% 1,223
FFA
3759
Founders Financial Alliance
North Carolina
$359M +$22M +7% 6.38% 71.2% 600
LC
3760
Landaas & Company
Wisconsin
$359M +$31M +9% 5.99% 50.2% 92
HC
3761
Hourglass Capital
Texas
$359M +$22.7M +7% 8.55% 64.7% 108
GFWA
3762
Grey Fox Wealth Advisors
Delaware
$359M +$74.5M +26% 5.78% – 161
STAS
3763
Strong Tower Advisory Services
Minnesota
$359M +$54.1M +18% 9.21% 163% 107
S
3764
SimplyRich
California
$359M +$42.7M +14% 6.75% 61.4% 229
RCP
3765
Rothschild Capital Partners
New York
$359M +$8.54M +2% 4.26% 77.7% 49
HNWAG
3766
High Net Worth Advisory Group
Florida
$359M +$28.6M +9% 6.65% 58% 230
PDL
3767
Portfolio Design Labs
California
$358M +$34.3M +11% 4.41% – 147
IWM
3768
Integris Wealth Management
California
$358M +$11.8M +3% 6.49% – 106
ZEP
3769
Zeno Equity Partners
United Kingdom
$358M -$14.7M -4% 4.67% – 17
DC
3770
DeDora Capital
California
$358M +$32.4M +10% 6.35% 75.5% 111
GL
3771
Globe Life
Texas
$357M +$26.2M +8% 5.68% 59.3% 2
TCCM
3772
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 6.94% 78.7% 144
AP
3773
Agilis Partners
Massachusetts
$357M +$28.5M +9% 6.33% 8.47% 25
MIA
3774
Milestone Investment Advisors
Wisconsin
$357M -$19.1M -5% 5.11% – 135
HIM
3775
Hanlon Investment Management
New Jersey
$357M +$19M +6% 8.19% 55.6% 194
149 150
151
152 153