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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OFA
4801
Oak Family Advisors
Illinois
$241M -$14.8M -6% 0.19% 71.8% 121
VM
4802
Valor Management
Illinois
$241M -$8.58M -3% 3.36% 22.7% 4
BO
4803
Bank OZK
Arkansas
$240M -$754K -0.3% 1.3% 76.2% 148
ECM
4804
Engle Capital Management
Connecticut
$240M -$93.9M -28% 5.31% 309% 30
TC
4805
TFR Capital
Texas
$240M +$38.9M +19% 2.77% – 154
AWA
4806
Acorn Wealth Advisors
Michigan
$240M -$1.98M -0.8% 0.46% 42% 241
LCC
4807
Lincoln Capital Corp
Rhode Island
$240M -$3.38M -1% 1.05% 66.5% 99
LFP
4808
Lakeshore Financial Planning
Michigan
$240M +$5.7M +2% 1.69% – 85
1CM
4809
14B Capital Management
California
$240M +$10.3M +4% 3.49% – 12
TPW
4810
Tiller Private Wealth
Pennsylvania
$240M +$4.14M +2% 1.74% 50% 60
SIMC
4811
Squire Investment Management Company
Utah
$240M +$12.7M +6% 1.46% – 70
WWM
4812
Waterway Wealth Management
Texas
$240M +$12.6M +6% 0.74% – 89
SW
4813
StrongBox Wealth
Missouri
$240M +$3.68M +2% 0.82% 50.6% 95
PCM
4814
Presidio Capital Management
California
$240M +$53M +28% 0.57% 44.2% 81
MDCM
4815
Morgan Dempsey Capital Management
Wisconsin
$240M -$8.75M -4% 6.65% 23% 114
HIA
4816
HTG Investment Advisors
Connecticut
$240M +$21.1M +10% 0.03% – 69
BAMG
4817
Brand Asset Management Group
Missouri
$240M -$6.57M -3% 1.65% 53.5% 94
WIM
4818
WIM Investment Management
Hong Kong
$240M -$51.5M -18% 8.68% – 17
GWP
4819
Gen-Wealth Partners
Michigan
$240M +$6.94M +3% 0.42% – 678
SIM
4820
Synergy Investment Management
Florida
$239M +$6.94M +3% 1.83% – 678
CWA
4821
Consilio Wealth Advisors
Washington
$239M -$5.05M -2% 4.56% 60.9% 81
JAM
4822
JCIC Asset Management
Ontario, Canada
$239M -$7.33M -3% 2.87% 41% 165
IRAG
4823
Investment Research & Advisory Group
Georgia
$239M -$1.64M -0.7% 2.09% 97.2% 257
FDS
4824
First Dallas Securities
Texas
$239M -$6.06M -2% 0.3% 132% 122
MAG
4825
Members Advisory Group
New York
$239M -$4.54M -2% 2.65% 30.4% 36
191 192
193
194 195