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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CVA
4701
Central Valley Advisors
California
$234M +$40.7M +21% 3.06% – 196
LAM
4702
Lynch Asset Management
Pennsylvania
$234M +$21.7M +10% 13.5% 196% 43
HNWA
4703
Henrickson Nauta Wealth Advisors
Michigan
$234M +$7.57M +3% 1.03% 49% 76
SWM
4704
Sculati Wealth Management
Michigan
$234M +$2.21M +1% 2.95% 76.7% 105
SPI
4705
Santori & Peters Inc
Pennsylvania
$234M +$2.62M +1% 1.84% 88% 64
CRA
4706
Clear Rock Advisors
Texas
$234M +$3.71M +2% 0.5% – 74
CAGAS
4707
Capital Advisory Group Advisory Services
Minnesota
$234M +$23.1M +11% 3.3% 62.4% 159
PFG
4708
Pinnacle Financial Group
Illinois
$234M +$6.15M +3% 0.41% 40.7% 72
WCM
4709
Weik Capital Management
Pennsylvania
$234M -$1.6M -0.7% 1.82% 72.2% 99
SWA
4710
ShankerValleau Wealth Advisors
Illinois
$234M +$16.3M +7% 1.32% 59% 26
RCM
4711
Rivermont Capital Management
New York
$234M -$39.2M -14% 0.35% – 23
LCC
4712
Lincoln Capital Corp
Rhode Island
$234M +$4.89M +2% 2.68% 66.5% 87
SCM
4713
Stonehearth Capital Management
Massachusetts
$234M +$12.6M +6% 0.7% 49.2% 85
FCM
4714
Forager Capital Management
Alabama
$234M -$25.5M -10% 8.47% 30.8% 14
SGA
4715
Siguler Guff Advisers
New York
$233M -$17.5M -7% 4.55% 29.9% 6
NFG
4716
Northeast Financial Group
Pennsylvania
$233M +$7.38M +3% 0.74% 28.4% 78
MA
4717
Mezzasalma Advisors
New Jersey
$233M +$21.7M +10% 10.5% 167% 111
IFPG
4718
Intrepid Financial Planning Group
Indiana
$233M +$1.59M +0.7% 2.79% 64.7% 136
GCM
4719
Gunderson Capital Management
South Carolina
$233M +$17.7M +8% 11.2% 537% 53
PP
4720
Pacifica Partners
Canada
$233M +$7.32M +3% 3.36% 59.9% 575
AFG
4721
American Financial Group
Ohio
$233M -$33.2M -12% 3.36% 23% 72
RS
4722
Rakuten Securities
Japan
$233M +$4.51M +2% 16.1% – 795
DS
4723
Dalal Street
Texas
$233M +$17.1M +8% 7.56% 26.3% 4
WMR
4724
Wealth Management Resources
Rhode Island
$233M +$1.38M +0.6% 0.12% 23.5% 40
CCM
4725
Campbell Capital Management
Florida
$233M +$5.84M +3% 7.02% – 65
187 188
189
190 191