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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GM
4426
Granger Management
New York
$277M -$162M -37% 3.41% 68.4% 7
MWM
4427
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 0.11% 51
SFG
4428
Sterling Financial Group
California
$277M +$8.59M +3% 1.11% 67
TFA
4429
Trinity Financial Advisors
Ohio
$277M +$14M +5% 1.38% 62.2% 92
CFP
4430
Cypress Financial Planning
New Jersey
$277M +$4.7M +2% 0.12% 32.5% 84
OWIM
4431
Old West Investment Management
California
$277M +$30.4M +12% 2.21% 119% 65
DWAM
4432
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 2.05% 152
AWM
4433
Accel Wealth Management
Iowa
$277M +$12.9M +5% 1.3% 44.4% 266
RM
4434
Redpoint Management
California
$277M -$40.9M -13% 11.9% 135% 6
ZEP
4435
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 5.45% 13
MWM
4436
MGB Wealth Management
Texas
$276M -$45.8M -14% 3.48% 310
IAS
4437
Investment Advisory Services
Texas
$276M -$7.2M -3% 0.97% 55% 120
3F
4438
360 Financial
Minnesota
$276M -$274K -0.1% 4.15% 58.6% 90
ITIM
4439
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 3.54% 78.2% 489
ICP
4440
Impact Capital Partners
Colorado
$276M -$5.03M -2% 0.67% 274
AI
4441
Auour Investments
Massachusetts
$276M -$10M -4% 0.21% 86
SFP
4442
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 0.42% 41% 114
BDFN
4443
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 0.21% 39.4% 171
TA
4444
TFG Advisers
Michigan
$276M -$2.31M -0.8% 0.68% 61.8% 212
WMR
4445
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 0.19% 23.5% 33
HP
4446
Hartree Partners
New York
$276M +$7.49M +3% 5.02% 99.3% 81
SFMG
4447
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 0.75% 42.9% 56
PMA
4448
Prudent Man Advisors
Illinois
$275M +$169K +0.1% 1% 53.1% 180
GVCM
4449
Global View Capital Management
Wisconsin
$275M -$9.99M -4% 2.42% 141
PFG
4450
Pinnacle Financial Group
Illinois
$275M +$19.9M +8% 1.07% 40.7% 99