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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWAG
5051
Garrett Wealth Advisory Group
Texas
$153M +$11.3M +8% 7.21% 49.6% 49
CMBA
5052
C.M. Bidwell & Associates
Hawaii
$153M +$15.7M +11% 7.21% 62% 645
FDS
5053
First Dallas Securities
Texas
$153M +$35M +30% 5.44% 132% 118
CAM
5054
Costello Asset Management
Pennsylvania
$153M +$7.85M +5% 8.23% 53.6% 270
SIM
5055
Sterling Investment Management
Arizona
$153M +$6.38M +4% 5.92% 39.6% 64
CG
5056
Corundum Group
Colorado
$152M +$24.5M +19% 6.64% 63.8% 104
CHA
5057
Cooper/Haims Advisors
New York
$152M +$10.9M +8% 7.32% 42.9% 92
CCIA
5058
Cherry Creek Investment Advisors
Colorado
$152M – – 9.69% 123% 112
JSMC
5059
Jess S. Morgan & Co
California
$152M +$9.45M +7% 12.9% 69.3% 44
HWMG
5060
Hurlow Wealth Management Group
Indiana
$152M +$13.3M +10% 6.77% 46.6% 101
VIP
5061
Viewpoint Investment Partners
Alberta, Canada
$152M +$20.8M +16% 6.64% 22% 14
HG
5062
Harbor Group
New Hampshire
$152M +$5.42M +4% 6.57% 44.1% 54
IRAG
5063
Investment Research & Advisory Group
Georgia
$152M +$15.6M +11% 8.68% 97.2% 183
IHWM
5064
Iron Horse Wealth Management
Iowa
$152M +$18.1M +14% 4.6% 29.1% 221
GB
5065
Gunma Bank
Japan
$151M -$23.7M -14% 5.82% 10.7% 54
XI
5066
XXEC Inc
Oklahoma
$151M +$9.19M +6% 13.3% 57.4% 30
BC
5067
Barnett & Company
Tennessee
$151M -$36.5M -19% 5.65% 49.5% 295
BP
5068
BCK Partners
New York
$151M +$11M +8% 5.1% 34.1% 28
A
5069
Attestor
United Kingdom
$151M -$9.21M -6% 6.93% 53.6% 3
PWG
5070
Private Wealth Group
Florida
$151M +$11.1M +8% 4.88% 38.4% 39
QC
5071
Quaero Capital
Switzerland
$151M +$7.31M +5% 9.48% 61.7% 61
ECM
5072
Empirical Capital Management
Tennessee
$151M +$8.72M +6% 6.9% – 26
AWM
5073
Accel Wealth Management
Iowa
$151M +$27.4M +22% 5.94% 44.4% 943
JIC
5074
Juniper Investment Company
New York
$151M +$10.7M +8% 36.8% 263% 11
TWP
5075
Tempus Wealth Planning
California
$151M +$56.2M +60% 4.99% 75.2% 148
201 202
203
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