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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWA
4626
Centennial Wealth Advisory
Michigan
$257M +$25.7M +11% 5.46% 44.3% 167
SCM
4627
Segra Capital Management
Florida
$256M +$147M +135% 0.18% 148% 8
MECA
4628
Miller Equity Capital Advisors
Texas
$256M +$15.8M +7% 7.61% 23.7% 56
UCB
4629
United Community Bank
South Carolina
$256M +$8.65M +3% 8.56% 60.4% 393
PH
4630
Pinnacle Holdings
Oklahoma
$256M +$10.1M +4% 7.84% 58.8% 261
TWD
4631
True Wealth Design
Ohio
$256M -$149M -37% 5.16% – 1,325
RLIM
4632
Red Lighthouse Investment Management
New York
$256M +$17.1M +7% 6.7% – 106
BBWA
4633
Bell & Brown Wealth Advisors
California
$256M -$5.19M -2% 5.45% – 73
SAM
4634
Selway Asset Management
$256M +$10.9M +4% 5.9% 36.5% 80
EW
4635
Enzi Wealth
Texas
$256M +$28.5M +13% 6.03% 52.8% 72
SRA
4636
Summit Rock Advisors
New York
$256M -$67.8M -21% 5.12% 86% 8
AP
4637
Arlington Partners
Alabama
$256M +$54.2M +27% 12% 37.2% 59
MCF
4638
MKA Charitable Fund
California
$256M -$5.13M -2% 16.4% – 1
RCS
4639
Retirement Capital Strategies
California
$256M +$6.17M +2% 6.12% 50.7% 84
BAMG
4640
Brand Asset Management Group
Missouri
$255M +$18.7M +8% 7.34% 53.5% 92
HZ
4641
Hixon Zuercher
Ohio
$255M +$18M +8% 7.38% 89.8% 76
PFG
4642
Pinnacle Financial Group
Illinois
$255M +$21.3M +9% 7.65% 40.7% 84
RL
4643
Rogco LP
Oklahoma
$255M +$10M +4% 6.4% – 248
SW
4644
SMART Wealth
Nebraska
$255M +$7.92M +3% 5.44% – 166
WWM
4645
Westwood Wealth Management
California
$255M +$2.01M +0.8% 0.93% 309% 41
PP
4646
Praetorian PR
Puerto Rico
$255M -$17M -6% 1.15% – 17
LIM
4647
Letson Investment Management
Georgia
$255M +$28.7M +13% 10.3% – 91
CPWM
4648
Cypress Point Wealth Management
Texas
$255M +$43.4M +21% 16% 260% 77
LSIA
4649
LaSalle St. Investment Advisors
Illinois
$255M +$54.3M +27% 5.57% – 220
YAL
4650
Your Advocates Ltd
Texas
$255M +$16.3M +7% 6.41% 31.3% 252
184 185
186
187 188