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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWM
4701
Prosperity Wealth Management
California
$250M +$46.7M +23% 4.53% – 227
DFG
4702
Dupree Financial Group
Kentucky
$250M +$29.8M +14% 8.97% – 74
LPAM
4703
Legion Partners Asset Management
California
$250M -$19.9M -7% 2.67% 70.9% 13
WMR
4704
Wealth Management Resources
Rhode Island
$250M +$16.7M +7% 5.82% 23.5% 34
KCM
4705
Kaye Capital Management
California
$249M +$12M +5% 5.08% – 41
CFS
4706
CGC Financial Services
Oregon
$249M +$19M +8% 6.86% – 359
NOI
4707
Newton One Investments
Delaware
$249M +$17.4M +8% 5.8% 29.9% 116
SWMG
4708
Signature Wealth Management Group
Georgia
$249M +$21M +9% 7.95% – 105
EAM
4709
Eukles Asset Management
Ohio
$249M +$18M +8% 9.64% 86.8% 241
EE
4710
EWG Elevate
California
$249M -$24.7M -9% 5.54% 55.3% 145
MCC
4711
Malaga Cove Capital
California
$249M +$2.39M +1% 4.78% 90.3% 199
SGC
4712
Slocum, Gordon & Co
Rhode Island
$249M +$114M +85% 12.2% – 152
EFM
4713
Eley Financial Management
Vermont
$248M +$12.5M +5% 5.76% – 70
TWM
4714
TSA Wealth Management
Texas
$248M +$13.7M +6% 5.23% – 68
SGCM
4715
Sand Grove Capital Management
United Kingdom
$248M -$93.8M -27% 12% 224% 27
GC
4716
GFG Capital
Florida
$248M -$119M -32% 6.64% 92.2% 129
AC
4717
Addison Capital
Pennsylvania
$248M +$17.4M +8% 6.64% 61% 147
BWL
4718
Beacon Wealthcare LLC
North Carolina
$248M +$18.5M +8% 5.29% 33.6% 27
WCM
4719
Weik Capital Management
Pennsylvania
$248M +$13.9M +6% 8.48% 72.2% 96
VWM
4720
Vigilare Wealth Management
Arizona
$247M +$21.1M +9% 5.05% 40.4% 97
UC
4721
Unio Capital
New Jersey
$247M +$9.25M +4% 6.03% 107% 35
BCM
4722
Bluefin Capital Management
New York
$247M -$125M -34% 0.94% – 136
NAH
4723
Neumann Advisory (HK)
Hong Kong
$247M +$37.1M +18% 23.7% 84.2% 15
BU
4724
Brown University
Rhode Island
$247M -$17.8M -7% 5.56% 66.2% 11
DS
4725
Dalal Street
Texas
$247M +$14.1M +6% 6.35% 26.3% 5
187 188
189
190 191