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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ECM
5001
Empirical Capital Management
Tennessee
$142M +$22.3M +19% 21.7% – 29
MWP
5002
Madison Wealth Partners
Wisconsin
$142M -$6.9M -5% 3% 56.7% 55
XI
5003
XXEC Inc
Oklahoma
$142M +$15M +12% 1.78% 57.4% 32
IC
5004
Investment Counsel
Michigan
$142M -$2.99M -2% 4.84% 50.1% 54
SFA
5005
Seneca Financial Advisors
New York
$142M +$10.5M +8% 5% 38.8% 40
SFG
5006
Sowa Financial Group
Rhode Island
$142M -$6.6M -4% 2.46% 52.5% 242
LAIC
5007
Lederer & Associates Investment Counsel
California
$142M +$11.6M +9% 3.95% 76.7% 157
SAM
5008
Stenahm Asset Management
Guernsey
$142M +$23M +19% 20.5% – 29
IWP
5009
Insight Wealth Partners
Texas
$142M +$31.3M +28% 0.73% 16.7% 59
SHA
5010
Seneca House Advisors
Virginia
$142M +$3.9M +3% 5.44% 44.5% 82
EIA
5011
Eastover Investment Advisors
North Carolina
$142M -$2.82M -2% 5.5% 84.4% 55
BMWM
5012
Brown Miller Wealth Management
Virginia
$141M +$8.28M +6% 4.52% 102% 122
GWAG
5013
Garrett Wealth Advisory Group
Texas
$141M +$8.38M +6% 5.05% 49.6% 52
CHA
5014
Cooper/Haims Advisors
New York
$141M +$10.9M +8% 5.38% 42.9% 83
SM
5015
Saya Management
New York
$141M -$30.1M -18% 8.67% 35.1% 18
HIP
5016
HPS Investment Partners
New York
$141M +$33.6M +31% 40.3% 55.9% 8
OPWM
5017
Oakwell Private Wealth Management
Texas
$141M +$14M +11% 6.08% 47.4% 65
PCM
5018
Pointe Capital Management
Michigan
$141M +$23.9M +20% 7.46% 58.6% 152
AC
5019
Annandale Capital
Texas
$141M +$21.6M +18% 9.24% 43% 73
AWM
5020
Altus Wealth Management
Kentucky
$141M +$12M +9% 5.02% 68.8% 37
GIM
5021
Guardian Investment Management
California
$141M +$8.98M +7% 9.94% 64.9% 59
CASB
5022
Cape Ann Savings Bank
Massachusetts
$141M +$2.34M +2% 7.8% 53.2% 92
VWM
5023
Vigilare Wealth Management
Arizona
$141M +$35.2M +33% 5.69% 40.4% 216
PP
5024
Prosperity Planning
Missouri
$141M +$22.8M +19% 8.33% 31.3% 92
BWM
5025
BNC Wealth Management
Oregon
$141M -$17.5M -11% 3.14% 155% 107
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