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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWS
4851
Discipline Wealth Solutions
South Carolina
$261M +$51.6M +25% 7.24% – 94
HBS
4852
Howard Bailey Securities
Indiana
$261M +$13.1M +5% 8.38% – 169
BO
4853
Bank OZK
Arkansas
$261M +$20.5M +9% 9.97% 76.2% 149
MAM
4854
MMA Asset Management
Pennsylvania
$261M +$23.4M +10% 7.95% 44.2% 169
WW
4855
Westshore Wealth
California
$261M +$24.3M +10% 9% 44% 101
ODFS
4856
O'Donnell Financial Services
California
$261M +$18.3M +8% 8.17% 48.9% 51
EFM
4857
Eley Financial Management
Vermont
$261M +$11M +4% 8.05% – 66
LCC
4858
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 10.7% 66.5% 101
SIC
4859
Samalin Investment Counsel
New York
$260M +$14.1M +6% 7.55% 51.4% 329
PS
4860
Planned Solutions
California
$260M +$16.6M +7% 8.07% 49.6% 131
BA
4861
BIP Alliance
Georgia
$260M +$23.9M +10% 8.38% – 53
HP
4862
Highlander Partners
Texas
$260M +$98.6M +61% 20.9% 185% 52
TSS
4863
Thomas Story & Son
Indiana
$260M +$3.26M +1% 1.43% 60.3% 52
5VM
4864
5AM Venture Management
California
$260M -$4.29M -2% 32.5% 145% 31
PWM
4865
Power Wealth Management
Georgia
$260M +$13M +5% 5.37% – 93
KCM
4866
Kaye Capital Management
California
$260M +$15M +6% 7.32% – 45
PCM
4867
Presidio Capital Management
California
$260M +$20M +8% 7.95% 44.2% 72
LIG
4868
Lokken Investment Group
Delaware
$260M +$22.4M +9% 6.56% 47% 145
GJIA
4869
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 8.12% – 880
SFA
4870
Seneca Financial Advisors
New York
$259M +$53.2M +26% 6.91% 38.8% 61
FPCG
4871
Forum Private Client Group
Indiana
$259M +$29.1M +13% 5.88% 39.1% 82
I
4872
InvesTrust
Oklahoma
$259M -$106M -29% 6.39% – 94
GWP
4873
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 7.51% – 668
HCM
4874
Highview Capital Management
Illinois
$259M +$20.2M +8% 13.5% 80.5% 123
WAM
4875
Weinberger Asset Management
California
$259M +$25.9M +11% 11.4% 69.8% 84
193 194
195
196 197