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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCG
4851
Sonata Capital Group
Washington
$201M +$13.6M +7% 11% 52.1% 116
GB
4852
Goepper Burkhardt
South Carolina
$201M +$37M +23% 9.62% 48.2% 83
YCG
4853
Yeomans Consulting Group
Georgia
$201M – – 10.2% – 66
WMWM
4854
Whitaker-Myers Wealth Managers
Ohio
$201M +$39.7M +25% 10.7% – 94
IAMH
4855
IvyRock Asset Management (HK)
Hong Kong
$201M +$9.07M +5% 25.4% 133% 22
BBWP
4856
Beacon Bridge Wealth Partners
Pennsylvania
$200M +$10.9M +6% 9.09% – 109
JWM
4857
Jessup Wealth Management
Ohio
$200M +$26.6M +15% 16% – 65
BMWM
4858
Brown Miller Wealth Management
Virginia
$200M +$21M +12% 11.8% 102% 129
AJ
4859
Ashburton (Jersey)
Jersey
$200M -$5.38M -3% 9.69% – 55
CFG
4860
Cambridge Financial Group
Ohio
$200M +$16.4M +9% 12% – 33
SI
4861
Saxon Interests
Texas
$200M +$51.1M +34% 9.22% 56.6% 219
FPWM
4862
FSB Premier Wealth Management
Iowa
$200M +$20M +11% 8.53% 41.5% 177
TPW
4863
Tiller Private Wealth
Pennsylvania
$200M +$15.7M +9% 9.32% 50% 49
CSB
4864
City State Bank
Iowa
$200M +$18M +10% 9.35% 47.2% 710
ODFS
4865
O'Donnell Financial Services
California
$199M +$19.7M +11% 8.97% 48.9% 39
CG
4866
Corundum Group
Colorado
$199M +$23.5M +13% 11.9% 63.8% 113
EFI
4867
EHP Funds Inc
Canada
$199M -$12.4M -6% 7.98% 103% 299
BA
4868
Bridge Advisory
California
$199M -$85.7M -30% 7.33% 6.7% 157
CSWM
4869
Cassady Schiller Wealth Management
Ohio
$199M +$18.9M +10% 10.3% 21.7% 465
TFCM
4870
Taylor Frigon Capital Management
Arizona
$199M +$19.3M +11% 20.3% 108% 90
TSWM
4871
Tyler-Stone Wealth Management
Ohio
$199M +$24.1M +14% 10.6% – 938
AWM
4872
Accel Wealth Management
Iowa
$199M +$19.6M +11% 8.76% 44.4% 200
MWM
4873
MGB Wealth Management
Texas
$199M – – 11% – 259
FIC
4874
Family Investment Center
Missouri
$199M +$33.3M +20% 9.01% – 73
WCA
4875
Whetstone Capital Advisors
Kansas
$199M +$18.1M +10% 20.1% 242% 38
193 194
195
196 197