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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFP
4126
Curran Financial Partners
South Carolina
$288M +$26.6M +10% 7.28% 44.6% 84
WA
4127
Wealthstar Advisors
Texas
$287M +$17.8M +7% 11.4% – 140
MFS
4128
Madrona Financial Services
Washington
$287M +$33.6M +13% 6.57% 54.3% 103
SCM
4129
Sio Capital Management
New York
$287M -$101M -26% 22% 239% 64
GJWM
4130
Gilliland Jeter Wealth Management
Arkansas
$287M +$45.3M +19% 12.9% – 634
MA
4131
MYDA Advisors
New York
$287M +$53.2M +23% 11.6% 127% 137
BAM
4132
BOCHK Asset Management
Hong Kong
$286M +$124M +76% 43.5% – 90
MWPCG
4133
Measured Wealth Private Client Group
New Hampshire
$286M +$14.9M +5% 9.81% 62.3% 194
JJBC
4134
James J. Burns & Company
New York
$286M -$134M -32% 7.37% 50.6% 124
AWA
4135
Aquire Wealth Advisors
Utah
$286M +$23.1M +9% 6.23% 41.1% 46
FSA
4136
Financial Security Advisor
Virginia
$286M +$31.6M +12% 10.2% – 114
RWM
4137
Rockline Wealth Management
New York
$286M +$45.3M +19% 18.8% – 95
BPCM
4138
Beach Point Capital Management
California
$286M +$35.2M +14% 4.7% 51% 13
PC
4139
Packer & Co
Australia
$286M +$15.3M +6% 8.2% – 3
NC
4140
NovaPoint Capital
Georgia
$285M +$16.1M +6% 8.2% 64.6% 143
LIC
4141
Laurus Investment Counsel
Canada
$285M +$9.22M +3% 7.37% 37.4% 40
MPPLM
4142
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$285M +$34.2M +14% 12.1% 89.5% 155
JC
4143
Jentner Corp
Ohio
$285M +$25.8M +10% 4.74% 38.9% 54
MCA
4144
MSH Capital Advisors
Arizona
$285M +$17M +6% 7.46% 51.9% 225
AA
4145
AlphaMark Advisors
Kentucky
$284M +$21.1M +8% 9.78% 26.4% 849
MWC
4146
MBM Wealth Consultants
Missouri
$284M +$16.6M +6% 7.47% 47.8% 110
PA
4147
Pineridge Advisors
Missouri
$284M -$17.5M -6% 2.87% – 862
SM
4148
Samjo Management
New York
$284M +$1.97M +0.7% 1.6% – 56
SWA
4149
Strata Wealth Advisors
Texas
$284M +$30.4M +12% 9.12% – 84
CAAM
4150
Cornerstone Advisors Asset Management
Pennsylvania
$284M +$19.3M +7% 5.51% 33.6% 104
164 165
166
167 168