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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PC
4576
Pecaut & Co
Iowa
$205M +$8.42M +4% 1.21% 68.1% 108
OKSA
4577
O'Keefe Stevens Advisory
New York
$205M -$7.68M -4% 0.55% 211% 44
GWM
4578
Graybill Wealth Management
Illinois
$205M -$15.5M -7% 1.26% 52
MPCG
4579
Matrix Private Capital Group
New York
$205M -$6.39M -3% 2.26% 56.3% 271
LD
4580
Lipe & Dalton
New York
$205M -$6.56M -3% 1.41% 59.7% 116
EPM
4581
Equitec Proprietary Markets
Illinois
$205M +$16.8M +9% 1.93% 30.8% 423
AFM
4582
Abbot Financial Management
Massachusetts
$205M -$19.1M -9% 5.74% 81.4% 140
MWM
4583
Marion Wealth Management
Pennsylvania
$205M -$5.74M -3% 3.63% 39.4% 97
MMM
4584
Mendel Money Management
Illinois
$205M +$31.3M +18% 5.82% 55.1% 125
C1AG
4585
Client 1st Advisory Group
Florida
$205M -$174K -0.1% 3.61% 41.6% 82
SWM
4586
Sculati Wealth Management
Michigan
$205M -$2.31M -1% 1.06% 76.7% 125
TAM
4587
Townsend Asset Management
North Carolina
$205M -$4.83M -2% 5.02% 72.7% 219
SLWA
4588
San Luis Wealth Advisors
California
$205M +$106M +108% 5.74% 53.4% 458
ROC
4589
Robertson Opportunity Capital
Texas
$204M -$14.1M -6% 0.66% 122% 29
PP
4590
Prosperity Planning
Missouri
$204M +$6.97M +4% 4.2% 31.3% 96
SCM
4591
SG Capital Management
Illinois
$204M -$59.7M -23% 2.65% 218% 83
NWM
4592
Northwest Wealth Management
Iowa
$204M -$11M -5% 1.61% 46.3% 143
MFS
4593
Madrona Financial Services
Washington
$204M -$32.5M -14% 4.09% 54.3% 82
CWM
4594
CCG Wealth Management
California
$204M +$12.1M +6% 3.63% 59.5% 129
FS
4595
Ferguson Shapiro
Georgia
$204M +$19.6M +11% 7.13% 26.1% 40
HBCM
4596
Heron Bay Capital Management
Michigan
$204M +$1.03M +0.5% 4.42% 72% 76
TL
4597
TowerView LLC
New York
$204M +$1.4M +0.7% 2.48% 10.7% 36
NFSG
4598
Newbridge Financial Services Group
Florida
$203M -$8.32M -4% 5.05% 132% 1,616
MPPLM
4599
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203M -$2.56M -1% 3.37% 89.5% 133
SWM
4600
Scissortail Wealth Management
Oklahoma
$203M -$56.4M -22% 0.08% 62% 147