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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GI
4876
GS Investments
Minnesota
$162M +$10.7M +7% 10.9% 91.3% 155
WWM
4877
Wagner Wealth Management
South Carolina
$162M +$26.8M +20% 6.23% 31.3% 775
HBCM
4878
Heron Bay Capital Management
Michigan
$162M +$14.8M +10% 5.99% 72% 73
WAOTB
4879
Wealth Advisors of Tampa Bay
Florida
$161M +$15.6M +11% 9.63% 61.8% 78
SM
4880
SG3 Management
Puerto Rico
$161M +$3.86M +2% 0.28% 60.3% 236
HCM
4881
Hutner Capital Management
Vermont
$161M +$18.4M +13% 12.4% 48.7% 44
SWA
4882
ShankerValleau Wealth Advisors
Illinois
$161M +$13.6M +9% 11.4% 59% 21
PPWM
4883
PFG Private Wealth Management
Florida
$161M +$8.87M +6% 7.38% 39.9% 437
SI
4884
Shaker Investments
Ohio
$161M +$12M +8% 9.49% 135% 86
SAM
4885
Stone Asset Management
Texas
$161M +$7.73M +5% 7.39% – 44
CL
4886
COWA LLC
Oklahoma
$161M +$9.2M +6% 12.5% 45.5% 355
GWM
4887
Grand Wealth Management
Michigan
$161M -$29.5M -16% 9.17% 42.5% 65
DGM
4888
Darwin Global Management
Jersey
$161M +$94.2M +142% 25.9% 6,054% 6
GAM
4889
Grandview Asset Management
Pennsylvania
$161M +$3.46M +2% 7.57% 175% 121
HWM
4890
Heirloom Wealth Management
Colorado
$161M – – 9.74% – 49
PCMK
4891
Paragon Capital Management (Kansas)
Kansas
$160M +$5.61M +4% 8.31% 64.7% 58
SWM
4892
Silverlake Wealth Management
Vermont
$160M +$12.7M +9% 10.4% 53.1% 226
VW
4893
Vance Wealth
California
$160M +$30.2M +23% 8.75% 56% 81
BFS
4894
Bickling Financial Services
Massachusetts
$160M +$11.8M +8% 8.02% – 124
RP
4895
Repertoire Partners
New York
$160M +$22.5M +16% 2.08% 17.5% 65
OCP
4896
OCO Capital Partners
New York
$160M +$18.1M +13% 20% 222% 4
CB
4897
CNB Bank
Pennsylvania
$160M +$12.2M +8% 9.41% 73.2% 491
OWIM
4898
Old West Investment Management
California
$160M +$18.7M +13% 8.68% 119% 43
IPW
4899
Intergy Private Wealth
Colorado
$160M +$18.9M +13% 6.9% 52.6% 71
DR
4900
Davis Rea
Ontario, Canada
$160M +$4.13M +3% 3.01% 62.7% 45
194 195
196
197 198