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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWAC
4076
Private Wealth Advisors (California)
California
$235M +$1.83M +0.8% 4.82% 37.4% 80
CYG
4077
Clean Yield Group
Vermont
$235M +$1.94M +0.8% 3.33% 41.3% 499
MAG
4078
Mokosak Advisory Group
Iowa
$235M +$11.2M +5% 4.92% 41.1% 24
DEA
4079
DoubleLine ETF Adviser
Florida
$235M +$39.8M +20% 13.2% – 208
RAM
4080
Roanoke Asset Management
New Jersey
$234M +$14.6M +7% 10.9% 50.3% 111
LJHT
4081
Laurie J. Hall Trustee
$234M +$12.3M +6% 8.81% 82.5% 341
MWM
4082
MorganRosel Wealth Management
Colorado
$234M +$17.2M +8% 4.27% 51.9% 99
DC
4083
DeDora Capital
California
$234M +$23.7M +11% 9.39% 75.5% 113
EE
4084
EWG Elevate
California
$234M +$35.8M +18% 7.74% 55.3% 850
WPWM
4085
Windward Private Wealth Management
Kansas
$234M +$8.6M +4% 4.07% 27.3% 47
OCM
4086
Ovata Capital Management
Hong Kong
$234M -$72.3M -24% 17.1% 81.2% 45
GCM
4087
G2 Capital Management
Ohio
$234M -$38.5M -14% 6.48% 43.5% 64
SSC
4088
Syverson Strege & Co
Iowa
$234M +$13.6M +6% 4.85% 47.3% 685
MCM
4089
Mason Capital Management
New York
$234M +$3.1M +1% 5.04% 24.4% 18
MCA
4090
MSH Capital Advisors
Arizona
$234M +$12.8M +6% 5.1% 51.9% 206
WWM
4091
Wiser Wealth Management
Georgia
$234M +$17.7M +8% 4.97% 36.7% 39
VST
4092
Van Strum & Towne
California
$234M +$1.73M +0.7% 4.13% 51.4% 100
FLI
4093
Family Legacy Inc
South Carolina
$234M +$5.06M +2% 2.87% 61% 111
CFP
4094
Catalyst Financial Partners
Massachusetts
$234M +$39M +20% 7.02% – 191
PCM
4095
Princeton Capital Management
New Jersey
$234M +$8.56M +4% 16.2% 147% 99
CPIA
4096
Cornell Pochily Investment Advisors
New York
$233M +$9.56M +4% 5.68% 64.3% 171
MVM
4097
Medicxi Ventures Management
Jersey
$233M -$4.72M -2% 3.54% 263% 6
SC
4098
Stolper & Co
Oklahoma
$233M +$5.16M +2% 1.95% 53.5% 87
MLA
4099
My Legacy Advisors
Oregon
$233M -$1.22M -0.5% 4.28% 49.8% 215
BWP
4100
Bernardo Wealth Planning
Pennsylvania
$233M +$19.1M +9% 6.98% 46.7% 94
162 163
164
165 166