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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GG
3901
Gleason Group
Kentucky
$162M +$35.3M +28% 20.8% 56.5% 189
SC
3902
Sawyer & Company
Massachusetts
$162M +$36.3M +29% 18.1% 72.7% 176
PI
3903
Pettee Investors
Connecticut
$162M +$22.7M +16% 18.3% 59.9% 115
SP
3904
SCF Partners
Texas
$161M +$58M +56% 64.5% 44.2% 4
BG
3905
Berry Group
Massachusetts
$161M +$28.8M +22% 22.1% 107
OGC
3906
Oak Grove Capital
New Hampshire
$161M +$10.8M +7% 26.8% 117% 65
ITIM
3907
Indiana Trust & Investment Management
Indiana
$161M +$20.8M +15% 10.1% 78.2% 111
FRA
3908
Front Row Advisors
California
$161M +$13.3M +9% 24.3% 129% 1,051
RG
3909
Retirement Group
California
$161M 17.5% 33.7% 678
XWM
3910
Xcel Wealth Management
Florida
$161M +$50.3M +45% 30.6% 92.7% 102
CPIA
3911
Cornell Pochily Investment Advisors
New York
$161M +$26.3M +19% 17.2% 64.3% 142
RWP
3912
Reliant Wealth Planning
Kentucky
$161M -$30.6M -16% 13.8% 37.2% 11
SGMP
3913
Spark Growth Management Partners
Massachusetts
$161M +$21.8M +16% 15.8% 1
SHWM
3914
Smith & Howard Wealth Management
Georgia
$161M +$4.06M +3% 14.5% 33.7% 70
LP
3915
LGL Partners
Pennsylvania
$161M +$8.81M +6% 21.4% 56.7% 95
WFG
3916
Wills Financial Group
Virginia
$161M +$20.4M +15% 15.4% 43.8% 53
TW
3917
Towerpoint Wealth
California
$161M +$34.4M +27% 14.2% 47.1% 69
T
3918
Tinicum
New York
$161M +$69.8M +77% 79.7% 21.1% 3
VFM
3919
Vivid Financial Management
California
$160M +$83.8M +110% 17.2% 106
DSN
3920
D. Scott Neal
Kentucky
$160M -$6.72M -4% 9.73% 88% 41
SC
3921
Steginsky Capital
New York
$160M +$16.2M +11% 12.3% 92.7% 8
TCCM
3922
Timber Creek Capital Management
Massachusetts
$160M +$22.5M +16% 20.4% 78.7% 132
CA
3923
Continuum Advisory
Idaho
$159M +$11M +7% 15.5% 55.9% 163
PCMK
3924
Paragon Capital Management (Kansas)
Kansas
$159M +$20.4M +15% 19.6% 64.7% 194
THWM
3925
Taylor Hoffman Wealth Management
Virginia
$159M +$55.3M +53% 20.9% 47.8% 402