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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RAG
4151
RIA Advisory Group
Iowa
$307M +$13.3M +5% 1.86% – 171
WTFG
4152
Wood Tarver Financial Group
Idaho
$307M +$7.99M +3% 1.85% – 811
IC
4153
Ikarian Capital
Texas
$307M -$43.3M -12% 4.43% 441% 181
CYG
4154
Clean Yield Group
Vermont
$307M -$7.46M -2% 1.21% 41.3% 492
DW
4155
Dodds Wealth
Colorado
$307M -$4.18M -1% 0.34% – 60
NTCM
4156
Nut Tree Capital Management
New York
$307M +$14.9M +5% 3.24% 41.6% 12
GIPM
4157
G2 Investment Partners Management
New York
$307M -$80.4M -21% 10.6% 948% 80
PB
4158
Pinnacle Bancorp
Nebraska
$307M -$742K -0.2% 1.31% 63% 944
BE
4159
Bonness Enterprises
District of Columbia
$307M +$21.5M +8% 9.53% 83% 38
GCA
4160
Gradient Capital Advisors
California
$306M -$3.79M -1% 1.44% 57% 156
AWM
4161
Atticus Wealth Management
Florida
$306M -$15.2M -5% 2.91% 51.1% 541
TCWM
4162
Total Clarity Wealth Management
Illinois
$306M -$1.24M -0.4% 2.41% 48.2% 278
PGWM
4163
Parisi Gray Wealth Management
New Jersey
$306M -$8.35M -3% 4.24% 101% 113
PWP
4164
Prasad Wealth Partners
Ohio
$306M -$2.83M -0.9% 3.04% – 124
MWM
4165
Maridea Wealth Management
New York
$306M -$4M -1% 2.2% – 284
LWMM
4166
Legacy Wealth Management (Mississippi)
Mississippi
$306M +$54.2M +22% 3.84% 78.5% 103
STB
4167
S&T Bank
Pennsylvania
$306M -$7.5M -2% 5.34% 65.2% 399
MC
4168
Muhlenkamp & Co
Pennsylvania
$306M -$23.8M -7% 7.18% – 31
MA
4169
Modus Advisors
Minnesota
$305M -$13.8M -4% 1.05% 70.4% 329
OMC
4170
Oasis Management Company
Cayman Islands
$305M -$4.49M -1% 2.93% 289% 96
CFG
4171
Carr Financial Group
Massachusetts
$305M -$13M -4% 1.77% – 189
OKSA
4172
O'Keefe Stevens Advisory
New York
$305M -$18.3M -6% 0.22% 211% 76
SC
4173
Stolper & Co
Oklahoma
$305M +$4.71M +2% 3.6% 53.5% 89
SP
4174
SWS Partners
Ohio
$305M -$25.5M -8% 2.05% 77.2% 120
GJIA
4175
Glass Jacobson Investment Advisors
Maryland
$305M +$7.45K +0% 1.04% – 840
165 166
167
168 169