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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JGIA
4701
Jackson Grant Investment Advisers
Connecticut
$260M -$7.49M -3% 1.12% 44.9% 409
MIM
4702
MTM Investment Management
South Carolina
$260M +$3.03M +1% 2.74% 68.9% 282
C1AG
4703
Client 1st Advisory Group
Florida
$260M +$8.22M +3% 0.74% 41.6% 137
HZ
4704
Hixon Zuercher
Ohio
$260M +$4.6M +2% 1.47% 89.8% 79
EFH
4705
Eaton Financial Holdings
Florida
$260M +$14M +6% 1.79% – 68
EC
4706
ECP ControlCo
New Jersey
$260M -$69.1M -21% 11.3% 1.8% 6
RCM
4707
Raleigh Capital Management
North Carolina
$259M +$116K +0% 0.64% 46.2% 1,079
NOI
4708
Newton One Investments
Delaware
$259M +$9.99M +4% 1.88% 29.9% 122
AIM
4709
Advyzon Investment Management
Illinois
$259M – – 0.6% – 231
VW
4710
Vance Wealth
California
$259M -$5.18M -2% 0.71% 56% 104
MCAV
4711
Meritech Capital Associates V
California
$259M -$40M -13% 27.3% 134% 2
NG
4712
NWK Group
California
$259M +$13M +5% 14.4% 274% 78
RHI
4713
Richmond Hill Investments
New York
$259M +$29.5M +13% 11.7% 30.5% 4
GRIM
4714
Greenhaven Road Investment Management
Connecticut
$259M +$23.6M +10% 8.93% 116% 19
3C
4715
325 Capital
New York
$259M +$22.5M +10% 5.51% 194% 12
SWM
4716
Silverlake Wealth Management
Vermont
$259M -$1.62M -0.6% 0.17% 53.1% 288
CWM
4717
Cherrydale Wealth Management
New Jersey
$258M +$13.9M +6% 1.07% 62.6% 77
ACM
4718
Allred Capital Management
Texas
$258M +$4.16M +2% 0.25% 60.1% 177
DP
4719
Denver PWM
Colorado
$258M -$4.92M -2% 0.81% 37.5% 246
MHC
4720
May Hill Capital
Massachusetts
$258M – – 1.17% – 164
FFG
4721
Fortem Financial Group
California
$258M +$12.2M +5% 7.46% 117% 180
MC
4722
Merck & Co
New Jersey
$258M – – 15.8% – 13
SAMT
4723
Select Asset Management & Trust
Pennsylvania
$258M -$13.5M -5% 0.29% 65.3% 77
TWD
4724
True Wealth Design
Ohio
$258M +$1.65M +0.6% 1.32% – 1,545
KA
4725
Kercheville Advisors
Texas
$258M +$20.7M +9% 6.84% 170% 101
187 188
189
190 191