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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MLFP
4276
MPS Loria Financial Planners
Illinois
$245M +$27M +12% 12.6% 55.4% 84
BO
4277
Bank OZK
Arkansas
$245M +$24.5M +11% 11.5% 76.2% 130
CRWM
4278
Castle Rock Wealth Management
California
$245M -$46.9M -16% 9.45% 71.1% 280
FSG
4279
Financial Strategies Group
Michigan
$245M +$21.4M +10% 3.93% 39.7% 79
TDWM
4280
Topel & Distasi Wealth Management
California
$245M – – 3.64% 33.8% 74
OC
4281
One01 Capital
California
$245M -$39.6M -14% 7.53% 123% 28
RFN
4282
RDA Financial Network
Iowa
$245M +$18.1M +8% 8.19% 72.7% 233
TCWA
4283
Ten Capital Wealth Advisors
Washington
$245M +$31.2M +15% 5.95% 25% 537
SWM
4284
Selective Wealth Management
Virginia
$245M +$56.3M +30% 2.55% – 708
FTA
4285
Financial & Tax Architects
Missouri
$245M +$25.6M +12% 7.21% 37.9% 107
IP
4286
Investment Partners
Ohio
$245M +$24.9M +11% 9.78% 59% 173
MCM
4287
Morton Capital Management
California
$245M – – 6.67% 54.8% 90
IBOK
4288
Independence Bank of Kentucky
Kentucky
$245M +$13.6M +6% 7.97% 61.8% 413
GF
4289
Gries Financial
Ohio
$245M -$74M -23% 8.44% 52.1% 174
FLI
4290
Family Legacy Inc
South Carolina
$245M +$22.3M +10% 10.3% 61% 110
SFG
4291
Sovereign Financial Group
Connecticut
$245M +$70.6M +41% 7.77% 63% 218
LWA
4292
LWS Wealth Advisors
New Jersey
$244M +$16.4M +7% 4.98% 8.87% 58
LC
4293
Lodbrok Capital
United Kingdom
$244M -$16.5M -6% 4.76% 21.1% 3
HLC
4294
Hunt Lane Capital
New York
$244M -$87.2M -26% 14.7% 0.72% 19
PAM
4295
Pegasus Asset Management
New York
$244M +$26.1M +12% 11.9% 93.3% 78
BSG
4296
Black Swift Group
Colorado
$244M +$22.8M +10% 6.24% 109% 117
YEPX
4297
Yorktown Energy Partners XI
New York
$244M -$27.3M -10% 7.92% 36.9% 3
SEP
4298
Southland Equity Partners
Missouri
$244M +$26M +12% 8.6% 48.4% 183
CHM
4299
Collaborative Holdings Management
New York
$244M +$8.42M +4% 6.52% 413% 23
RCM
4300
Rings Capital Management
Illinois
$244M +$22M +10% 11.3% 109% 6
170 171
172
173 174