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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EFMC
4026
Empire Financial Management Company
New York
$324M +$3.02M +0.9% 1.74% – 205
MCA
4027
MSH Capital Advisors
Arizona
$323M +$5.75M +2% 1.11% 51.9% 237
WHAM
4028
Windmill Hill Asset Management
United Kingdom
$323M +$17.6M +6% 4.56% 92.1% 29
MM
4029
Meridian Management
Arkansas
$323M -$56.4M -15% 2.3% 49.4% 100
PWS
4030
Peterson Wealth Services
Utah
$323M -$10.3M -3% 4.99% 128% 231
TI
4031
tru Independence
Oregon
$322M +$3.85M +1% 0.11% 42.3% 118
CW
4032
Channel Wealth
California
$322M +$14.8M +5% 1.57% – 178
SWA
4033
Strata Wealth Advisors
Texas
$322M +$3.13M +1% 2.11% – 80
TWP
4034
Triad Wealth Partners
Kansas
$322M +$44.8M +16% 1.09% – 226
BWM
4035
Buckley Wealth Management
Nevada
$321M -$5.18M -2% 0.51% 67.6% 105
MPPLM
4036
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$321M -$13.5M -4% 2.59% 89.5% 159
XWM
4037
Xcel Wealth Management
Florida
$321M -$39.9M -11% 8.3% 92.7% 136
SWK
4038
Stephen W. Kidder
$321M -$11.5M -3% 1.1% 68.7% 72
GF
4039
Gray Foundation
New York
$321M -$30M -9% 7.52% – 14
GCM
4040
Galibier Capital Management
Ontario, Canada
$321M -$29.7M -8% 0.93% 37.7% 40
CFO
4041
Colony Family Offices
North Carolina
$321M +$2.27M +0.7% 0.93% 38.1% 79
SA
4042
Shilanski & Associates
Alaska
$321M +$8.84M +3% 1.03% 65.2% 114
LEFP
4043
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 0.24% – 60
KFG
4044
Kelly Financial Group
Connecticut
$320M +$38.8M +14% 0.24% – 89
HWMG
4045
Hurlow Wealth Management Group
Indiana
$320M -$247K -0.1% 0.95% 46.6% 126
SIM
4046
SW Investment Management
Colorado
$320M -$106M -25% 13.6% 155% 14
CWM
4047
Centurion Wealth Management
Virginia
$320M -$45.5K -0% 3.21% – 215
RWM
4048
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 0.42% – 339
WSC
4049
Wellington Shields & Co
New York
$319M -$6.63M -2% 1.88% 64.9% 317
LIP
4050
Landmark Investment Partners
Florida
$319M +$72.1M +29% 0.06% – 34
160 161
162
163 164