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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MKC
4026
M. Kraus & Co
Vermont
$333M -$8M -2% 2.54% 41.3% 84
OWA
4027
Opal Wealth Advisors
New York
$333M +$13.9M +4% 0.41% 46% 209
PWS
4028
Peterson Wealth Services
Utah
$333M +$20M +6% 9.37% 128% 236
EPP
4029
ETF Portfolio Partners
Kansas
$333M -$5.05M -1% 1.16% 36.8% 60
MAM
4030
McLean Asset Management
Virginia
$333M +$1.22M +0.4% 0.42% 53.8% 168
HNB
4031
Hilltop National Bank
Wyoming
$333M +$3.24M +1% 0.42% – 835
SWK
4032
Stephen W. Kidder
$332M -$6.24M -2% 0.46% 68.7% 75
SSI
4033
Scott & Selber Inc
Texas
$332M +$10.2M +3% 6.41% 110% 97
AP
4034
Agilis Partners
Massachusetts
$332M -$24.9M -7% 1.09% 8.47% 25
JCIA
4035
Jackson Creek Investment Advisors
Colorado
$332M -$5.58M -2% 5.99% 169% 366
GLCM
4036
Greenlea Lane Capital Management
Connecticut
$332M +$2.15M +0.7% 14.8% 159% 9
RCA
4037
Riverview Capital Advisers
Massachusetts
$331M +$6.77M +2% 2% 76.1% 92
WMA
4038
West Michigan Advisors
Michigan
$331M -$99K -0% 2.01% 45.8% 242
WKWM
4039
Walter & Keenan Wealth Management
Indiana
$331M +$1.75M +0.5% 1.76% 70.2% 156
FFG
4040
Frisch Financial Group
New York
$330M -$2.12M -0.6% 1.58% 55.1% 138
SP
4041
SWS Partners
Ohio
$330M +$16.3M +5% 3.36% 77.2% 125
PTP
4042
Platform Technology Partners
New York
$330M +$12.1M +4% 3.8% – 236
MC
4043
Muhlenkamp & Co
Pennsylvania
$329M +$3.13M +1% 1.87% – 30
NWAG
4044
Net Worth Advisory Group
Utah
$329M -$7.61M -2% 0.66% – 410
PFS
4045
Physicians Financial Services
North Carolina
$329M +$7.81M +2% 3.34% 89.3% 110
WP
4046
Westmount Partners
California
$329M -$3.37M -1% 4.05% – 235
STP
4047
Science & Technology Partners
New York
$329M – – 59.8% – 23
RWA
4048
Roberts Wealth Advisors
California
$329M +$20M +6% 0.96% 58.1% 105
BOS
4049
Bank of Stockton
California
$329M -$2.59M -0.8% 0.58% 54.2% 152
KC
4050
Knuff & Co
California
$329M +$1.35M +0.4% 2.13% 94.8% 152
160 161
162
163 164