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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFA
4101
CWS Financial Advisors
Michigan
$344M +$27M +9% 7.65% 66.6% 141
WCM
4102
Windsor Capital Management
Arizona
$343M +$17.2M +5% 6.51% 37.7% 122
LL
4103
LPWM LLC
Minnesota
$343M +$32.4M +10% 8.22% 46.6% 87
M1FG
4104
Mach-1 Financial Group
Arkansas
$342M +$8.94M +3% 11.2% 95% 317
RGC
4105
Roberts, Glore & Co
Illinois
$342M +$14.4M +4% 6.25% 56.2% 213
SCP
4106
Siena Capital Partners
Illinois
$342M +$5.39M +2% 2.5% 24.8% 108
BA
4107
Birinyi Associates
Connecticut
$342M +$32.3M +10% 11.4% 109% 58
HBWM
4108
Hollow Brook Wealth Management
New York
$342M +$2.68M +0.8% 8.75% 83.4% 93
PWP
4109
Prasad Wealth Partners
Ohio
$342M +$35.3M +12% 9.78% – 130
MKC
4110
M. Kraus & Co
Vermont
$341M +$11.8M +4% 7.91% 41.3% 85
IQI
4111
Integrated Quantitative Investments
Washington
$340M +$138M +68% 14.9% – 456
BCCM
4112
Bridge Creek Capital Management
Massachusetts
$340M +$23.3M +7% 7.19% 52.7% 112
AI
4113
ArchPoint Investors
Florida
$340M +$36.2M +12% 11.8% 78.9% 74
RAG
4114
RIA Advisory Group
Iowa
$340M +$32.8M +11% 10.7% – 158
WA
4115
WealthTrust Axiom
Pennsylvania
$340M +$11.7M +4% 9.55% 78% 268
PCI
4116
Pacifica Capital Investments
Texas
$340M +$58.4M +21% 26.4% 108% 16
FFS
4117
Fischer Financial Services
Pennsylvania
$340M +$29.6M +10% 11.1% – 63
PIC
4118
Portland Investment Counsel
Ontario, Canada
$340M +$10.8M +3% 28.6% 61.4% 51
CWA
4119
CM Wealth Advisors
Ohio
$340M +$27.2M +9% 9.37% 60.1% 89
MLFP
4120
MPS Loria Financial Planners
Illinois
$340M +$2.73M +0.8% 5.68% 55.4% 85
SWM
4121
Silverlake Wealth Management
Vermont
$340M +$79.2M +30% 7.66% 53.1% 324
NTCM
4122
Nut Tree Capital Management
New York
$340M +$32.8M +11% 6.83% 41.6% 12
UC
4123
Unio Capital
New Jersey
$340M +$78.9M +30% 8.37% 107% 24
QC
4124
Quantessence Capital
New York
$340M -$60.2M -15% 14.4% – 483
KFS
4125
Kelly Financial Services
Massachusetts
$339M +$51.7M +18% 8.52% 48.6% 124
163 164
165
166 167