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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FMB
4976
Field & Main Bank
Kentucky
$155M +$6.19M +4% 9.86% 94.5% 277
LWP
4977
Laurel Wealth Planning
Minnesota
$155M +$19.2M +14% 8.46% 39.4% 224
TPCM
4978
Two Point Capital Management
New York
$155M – – 11.6% – 22
AAG
4979
Avalon Advisory Group
Pennsylvania
$155M -$4.66M -3% 4.75% 33.5% 9
NOI
4980
Newton One Investments
Delaware
$155M +$14.5M +10% 6.27% 29.9% 124
GRIM
4981
Greenhaven Road Investment Management
Connecticut
$155M -$11.4M -7% 1.81% 116% 43
BIP
4982
Bouvel Investment Partners
Pennsylvania
$155M +$4.95M +3% 5.54% 128% 69
SWM
4983
Soundmark Wealth Management
Washington
$155M +$12.3M +9% 8.85% 17.1% 61
MWM
4984
MBE Wealth Management
Wisconsin
$155M +$17.9M +13% 6.81% 47.9% 67
GA
4985
GoalVest Advisory
New York
$155M +$12.3M +9% 7.86% 66.1% 279
FSA
4986
Financial Services Advisory
Maryland
$155M +$127M +465% 6.8% 65.8% 35
LAM
4987
L2 Asset Management
Massachusetts
$155M +$9.59M +7% 12.8% 111% 137
GAM
4988
Garrison Asset Management
Arkansas
$155M +$13.1M +9% 12% 52.1% 98
1CM
4989
1492 Capital Management
Wisconsin
$155M +$15.8M +11% 18.9% 178% 124
RIA
4990
Retirement Investment Advisors
Oklahoma
$155M – – 7.53% – 48
OCPWS
4991
One Charles Private Wealth Services
Massachusetts
$154M +$3.96M +3% 10.5% 109% 123
PMIA
4992
Patrick Mauro Investment Advisor
Illinois
$154M +$15.8M +11% 11.3% 25.1% 43
MMRF
4993
Michelson Medical Research Foundation
California
$154M – – 6.68% – 31
BA
4994
Baugh & Associates
Georgia
$154M +$13M +9% 11.2% 47.2% 39
DWMG
4995
DB Wealth Management Group
California
$154M +$14.3M +10% 9.57% 19% 380
TCOK
4996
Trust Company of Kansas
Kansas
$154M +$13.1M +9% 14.3% 86.3% 53
WFC
4997
Western Financial Corp
California
$154M +$11.3M +8% 11.4% 80.1% 109
RBC
4998
Rye Brook Capital
Connecticut
$154M +$17.3M +13% 6.6% 43.7% 23
WMR
4999
Wealth Management Resources
Rhode Island
$154M +$3.85M +3% 4.75% 23.5% 44
MECA
5000
Miller Equity Capital Advisors
Texas
$154M +$17.8M +13% 6.41% 23.7% 50
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