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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BWG
4976
Beta Wealth Group
California
$211M +$5.37M +3% 0.29% 34.2% 106
KF
4977
KKM Financial
Illinois
$211M +$5.76M +3% 2.88% – 149
PC
4978
Prairiewood Capital
North Dakota
$211M -$2.4M -1% 1.75% 29.8% 86
SWM
4979
Sterling Wealth Management
Illinois
$211M +$9.72M +5% 0.45% – 101
SJIM
4980
St. Johns Investment Management
Florida
$211M +$2.17M +1% 2.82% 64.7% 225
2L
4981
25 LLC
Missouri
$211M +$6.23M +3% 0.13% – 53
HB
4982
Horizon Bancorp
Indiana
$210M +$541K +0.3% 0.03% – 251
FPCG
4983
Forum Private Client Group
Indiana
$210M +$3.64M +2% 0.9% 39.1% 76
HCM
4984
Hahn Capital Management
California
$210M +$43.1M +26% 3.82% 47.8% 32
CWA
4985
CM Wealth Advisors
Ohio
$210M -$140M -40% 2.09% 60.1% 188
SI
4986
Saxon Interests
Texas
$210M +$463K +0.2% 2.45% 56.6% 197
MWM
4987
MTC Wealth Management
Florida
$210M -$7.52M -3% 0.28% 22.2% 14
CG
4988
Castellan Group
Kentucky
$210M +$14.7M +8% 6.9% 178% 69
BCA
4989
Boundary Creek Advisors
New York
$210M +$56.1M +36% 1.68% 4.24% 36
TFCM
4990
Taylor Frigon Capital Management
Arizona
$210M +$135K +0.1% 1.47% 108% 87
GCM
4991
Goldstream Capital Management
Hong Kong
$210M +$32.6M +18% 8.5% 179% 29
NAH
4992
Neumann Advisory (HK)
Hong Kong
$210M +$6.3M +3% 7.39% 84.2% 15
AAG
4993
Avalon Advisory Group
Pennsylvania
$210M +$3.43M +2% 1.43% 33.5% 15
TC
4994
Teilinger Capital
Texas
$210M -$23.2M -10% 1.12% 12.8% 23
HCM
4995
Hall Capital Management
Rhode Island
$210M +$7.15M +4% 2.06% – 100
EF
4996
Exeter Financial
Arizona
$210M -$7.27M -3% 0.09% 38.4% 94
SG
4997
Sharper & Granite
California
$210M +$2.66M +1% 0.5% – 100
BCVI
4998
Bain Capital Venture Investors
Massachusetts
$210M +$79M +61% 7.38% 500% 4
BIA
4999
Bigelow Investment Advisors
Maine
$209M +$6.04M +3% 2.39% 50.4% 156
NC
5000
Nokomis Capital
Texas
$209M -$17.1M -8% 4.94% 97% 52
198 199
200
201 202