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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWMG
4026
Hurlow Wealth Management Group
Indiana
$354M +$34.1M +11% 8.31% 46.6% 131
SC
4027
Searle & Co
Connecticut
$354M +$3.14M +0.9% 6.47% 62.1% 186
WCA
4028
Whetstone Capital Advisors
Kansas
$354M +$128M +56% 67.2% 242% 38
MCM
4029
Millstreet Capital Management
Massachusetts
$354M +$76.2M +27% 27.5% – 2
AWM
4030
Abound Wealth Management
Tennessee
$354M +$54.3M +18% 9.21% 42.9% 1,351
SC
4031
Saybrook Capital
North Carolina
$354M -$8.6M -2% 1.87% 59.6% 44
MAG
4032
Mokosak Advisory Group
Iowa
$354M +$29.8M +9% 7.28% 41.1% 35
THL
4033
Tillman Hartley LLC
Colorado
$354M +$9.8M +3% 6.45% – 91
CW
4034
Channel Wealth
California
$354M +$31.9M +10% 8.93% – 186
GDADCM
4035
Groupe des Assurances du Credit Mutuel
France
$354M +$4.65M +1% 3.28% – 5
WSC
4036
Wellington Shields & Co
New York
$353M +$33.8M +11% 12.2% 64.9% 329
BFA
4037
Bill Few Associates
Pennsylvania
$353M +$73.4M +26% 9.3% 74.7% 198
SSI
4038
SVF Sponsor III
California
$353M +$169M +92% 92.2% – 1
GF
4039
Gray Foundation
New York
$353M +$32.5M +10% 16.3% – 11
GCP
4040
Garda Capital Partners
Minnesota
$353M +$174M +98% 0.76% – 306
HFBOT
4041
Home Federal Bank of Tennessee
Tennessee
$353M +$14.7M +4% 6.21% 53.2% 82
HCM
4042
Hudson Capital Management
New Jersey
$353M +$24.4M +7% 6.46% 47.4% 74
GREM
4043
Grey Rock Energy Management
Texas
$352M +$16M +5% 4.77% – 1
VDBMI
4044
Van Den Berg Management I
Texas
$352M +$25.3M +8% 6.93% 112% 112
BCM
4045
Boltwood Capital Management
California
$352M +$22.8M +7% 7.91% 41.3% 176
HP
4046
Hartree Partners
New York
$352M +$76.1M +28% 7.91% 99.3% 76
PFM
4047
Peak Financial Management
Massachusetts
$352M +$17.6M +5% 6.88% 35.9% 105
XWM
4048
Xcel Wealth Management
Florida
$351M +$30.4M +9% 12.3% 92.7% 136
NYLIC
4049
New York Life Insurance Company
New York
$351M +$53.8M +18% 9.06% 61% 5
AIM
4050
Access Investment Management
Georgia
$351M – – 11.2% – 175
160 161
162
163 164