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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NCM
4526
Next Capital Management
New York
$246M +$13.4M +6% 8.74% 67.4% 150
DW
4527
Dodds Wealth
Colorado
$246M +$50.8M +26% 3.64% – 59
QWM
4528
Quaker Wealth Management
New Jersey
$246M +$23.7M +11% 3.82% – 66
AFA
4529
AllGen Financial Advisors
Florida
$246M +$53.4M +28% 3.74% 25.5% 40
VIM
4530
Vista Investment Management
Pennsylvania
$246M +$30.4M +14% 5.68% 37.6% 184
MCC
4531
Malaga Cove Capital
California
$245M +$8.43M +4% 8.94% 90.3% 192
HWP
4532
Highline Wealth Partners
California
$245M +$38.9M +19% 12.7% 88.6% 463
TCM
4533
Triumph Capital Management
Colorado
$245M +$9.69M +4% 5.2% 32.4% 270
MAM
4534
MPM Asset Management
Massachusetts
$245M +$41.7M +20% 57.2% 14.1% 7
ST
4535
Somerset Trust
Pennsylvania
$245M +$17M +7% 6.43% 54.4% 150
LSA
4536
Lion Street Advisors
Texas
$245M +$651K +0.3% 7.71% 33.6% 251
SCI
4537
Silver Coast Investments
United States
$245M +$24.8M +11% 4.58% – 98
SCGDR
4538
Sharp Capital Gestora de Recursos
Brazil
$245M +$49.8M +26% 23.4% 212% 6
WPWM
4539
Windward Private Wealth Management
Kansas
$245M +$6.13M +3% 3.92% 27.3% 49
HP
4540
Holowesko Partners
Bahamas
$245M -$32.9M -12% 8.12% 46.6% 30
RCS
4541
Retirement Capital Strategies
California
$245M +$13.9M +6% 6.49% 50.7% 87
RL
4542
Rogco LP
Oklahoma
$245M +$15.8M +7% 6.89% – 264
AFGAS
4543
Allegiance Financial Group Advisory Services
Virginia
$244M +$31.9M +15% 6.28% – 72
OFG
4544
Omega Financial Group
California
$244M +$10.7M +5% 3.12% 32% 82
MWM
4545
Magnolia Wealth Management
Alabama
$244M +$128M +110% 4.54% – 19
GWAG
4546
Garrett Wealth Advisory Group
Texas
$244M +$4.22M +2% 8.62% 49.6% 64
CFA
4547
CWS Financial Advisors
Michigan
$244M -$22.3M -8% 11.2% 66.6% 151
OWMIAS
4548
One Wealth Management Investment & Advisory Services
Florida
$244M +$19.9M +9% 9.97% – 157
ACM
4549
Avalon Capital Management
California
$244M +$5.88M +2% 8.95% 94.3% 106
JGIA
4550
Jackson Grant Investment Advisers
Connecticut
$244M +$18.4M +8% 8.05% 44.9% 398
180 181
182
183 184