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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JWM
4676
Jessup Wealth Management
Ohio
$234M +$33.4M +17% 15% – 68
SAMC
4677
Spectrum Asset Management (California)
California
$233M +$7.34M +3% 6.49% 53.8% 105
TC
4678
Teilinger Capital
Texas
$233M +$65.3M +39% 5.39% 12.8% 23
KM
4679
KP Management
Minnesota
$233M +$31.2M +15% 16.7% – 71
HRC
4680
Hoertkorn Richard Charles
$233M +$11.1M +5% 7.38% 92.1% 83
PWP
4681
Precedent Wealth Partners
Texas
$233M +$36M +18% 7.07% – 144
GFPC
4682
Global Financial Private Client
Florida
$233M +$18.9M +9% 8.4% 65.6% 732
BAMG
4683
Brand Asset Management Group
Missouri
$233M +$13.8M +6% 7.3% 53.5% 82
BIG
4684
Brooklyn Investment Group
New York
$232M +$22.7M +11% 14.1% – 239
JWS
4685
Juncture Wealth Strategies
Arizona
$232M +$12.1M +6% 6.7% 50.3% 129
II
4686
INCA Investments
Florida
$232M +$6.62M +3% 8.56% 170% 12
EFM
4687
Eley Financial Management
Vermont
$232M +$18.8M +9% 9.78% – 74
CPM
4688
Crescent Park Management
California
$232M -$91.2M -28% 8.11% 123% 35
BMC
4689
Bear Mountain Capital
Washington
$232M -$5.94M -2% 4.33% – 243
ATFA
4690
All Terrain Financial Advisors
Minnesota
$232M +$15.1M +7% 8.04% 45.2% 90
SWM
4691
Sculati Wealth Management
Michigan
$232M +$17.2M +8% 9.05% 76.7% 107
RCM
4692
Raleigh Capital Management
North Carolina
$232M +$16.4M +8% 7.6% 46.2% 1,210
N
4693
Numerai
California
$232M -$50.9M -18% 3.88% – 346
BIP
4694
Bouvel Investment Partners
Pennsylvania
$232M +$17.4M +8% 11.3% 128% 79
IFPG
4695
Intrepid Financial Planning Group
Indiana
$231M +$22.4M +11% 9.06% 64.7% 134
RM
4696
Radcliff Management
New York
$231M +$38.7M +20% 32.8% 382% 2
SPI
4697
Santori & Peters Inc
Pennsylvania
$231M +$21M +10% 10.6% 88% 62
WMR
4698
Wealth Management Resources
Rhode Island
$231M +$18.7M +9% 5.05% 23.5% 41
ZF
4699
Zega Financial
Florida
$231M -$8.67M -4% 4.94% – 128
CG
4700
Compass Group
New York
$231M -$21.1M -8% 2.29% 51.8% 23
186 187
188
189 190