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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MC
4376
Mathes Company
New York
$243M +$27.2M +13% 11.9% – 132
SFA
4377
Spectrum Financial Alliance
Kentucky
$243M +$44.2M +22% 23.1% – 14
GMA
4378
Glassy Mountain Advisors
Maryland
$242M +$32.6M +16% 12.8% – 59
WA
4379
Wealthstream Advisors
New York
$242M +$48.5M +25% 11.1% 64.5% 150
GJWM
4380
Gilliland Jeter Wealth Management
Arkansas
$242M – – 10.9% – 164
GWA
4381
GGM Wealth Advisors
Maryland
$242M +$10.7M +5% 8% 25.8% 149
APC
4382
Aristotle Pacific Capital
California
$242M +$72.7M +43% 3.07% 5.99% 5
MPAM
4383
Murphy Pohlad Asset Management
Minnesota
$242M +$13.6M +6% 9.4% 40.9% 118
JWM
4384
Jeppson Wealth Management
California
$242M +$23.3M +11% 10% 67.3% 209
CCM
4385
Cutler Capital Management
Massachusetts
$241M +$19.7M +9% 8.33% 10.9% 120
CPIA
4386
Cornell Pochily Investment Advisors
New York
$241M +$11.8M +5% 9.88% 64.3% 182
ACM
4387
Argyle Capital Management
Pennsylvania
$241M -$31.7M -12% 9.46% 52.5% 127
AB
4388
Atlas Brown
Kentucky
$241M +$22M +10% 10.2% 77.1% 190
EE
4389
EWG Elevate
California
$241M +$19.8M +9% 9.22% 55.3% 122
VC
4390
Vision Capital
Ontario, Canada
$241M +$95.2M +65% 20.3% 15.4% 15
LRIC
4391
Long Road Investment Counsel
Michigan
$241M +$34.7M +17% 8.6% 65.3% 70
UWM
4392
USAdvisors Wealth Management
Minnesota
$241M +$16.8M +7% 9.95% 43.1% 136
TLA
4393
Tree Line Advisors
Hong Kong
$241M +$6.15M +3% 20.2% 401% 8
RWM
4394
Rockline Wealth Management
New York
$241M – – 12.1% – 88
TCA
4395
Troluce Capital Advisors
Puerto Rico
$241M +$75M +45% 8.22% – 61
SC
4396
Schiavi & Co
Delaware
$241M +$4.05M +2% 6.65% 29.1% 35
PM
4397
Prosight Management
Texas
$240M -$75.1M -24% 47.3% 21.8% 47
AI
4398
ArchPoint Investors
Florida
$240M -$21.6M -8% 8.27% 78.9% 59
PWC
4399
PYA Waltman Capital
Tennessee
$240M +$4.09M +2% 9.39% 73.5% 68
GWSA
4400
Global Wealth Strategies & Associates
Colorado
$240M +$26M +12% 9.74% – 372
174 175
176
177 178