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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IA
5076
IMZ Advisory
Florida
$216M +$15.8M +8% 4.94% – 37
CFGF
5077
Compass Financial Group (Florida)
Florida
$216M +$15.1M +8% 4.46% 32.9% 40
DWM
5078
Denver Wealth Management
Colorado
$216M +$16.4M +8% 5.24% 50.6% 88
HB
5079
Horizon Bancorp
Indiana
$216M +$5.54M +3% 5.87% – 235
SCA
5080
Sander Capital Advisors
Washington
$216M -$3.03M -1% 0.09% 89.2% 16
KCM
5081
Knoll Capital Management
Florida
$216M +$67.4M +45% 33.4% 256% 37
WA
5082
Watchtower Advisors
Connecticut
$216M +$60.6M +39% 10.7% 380% 17
EPW
5083
Evergreen Private Wealth
Colorado
$216M +$12.7M +6% 5.66% – 217
WMP
5084
Wealth Management Partners
Arizona
$216M +$10.1M +5% 6.86% 127% 121
AMIM
5085
Aull & Monroe Investment Management
Alabama
$216M +$11.3M +6% 8.47% 47.5% 131
BSA
5086
Bull Street Advisors
Georgia
$215M +$8.19M +4% 6.64% 35.1% 92
VSI
5087
Verde Servicos Internacionais
Brazil
$215M -$1.24M -0.6% 6.98% 157% 43
MAWCM
5088
Mine & Arao Wealth Creation & Management
California
$215M +$9.96M +5% 5.11% 84.8% 75
PWA
5089
Phoenix Wealth Advisors
North Carolina
$215M +$16.2M +8% 6.5% 57.2% 127
HAG
5090
HF Advisory Group
Maryland
$215M +$21.8M +11% 7.35% – 167
PWM
5091
Pacific Wealth Management
California
$215M +$18.6M +9% 5.15% 30.5% 22
RGF
5092
Retirement Guys Formula
Ohio
$215M +$6.44M +3% 6.74% 55.2% 139
LBWM
5093
Left Brain Wealth Management
Illinois
$215M +$828K +0.4% 3.92% – 81
SCM
5094
Spreng Capital Management
Ohio
$215M +$22M +11% 5.51% 66.1% 96
RCF
5095
Rainwater Charitable Foundation
Texas
$215M +$13.5M +7% 6.42% 38.6% 4
MPPW
5096
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$25.3M +13% 9.84% 53% 148
PBC
5097
Pavion Blue Capital
California
$215M +$11.5M +6% 6.7% 70.6% 105
CSC
5098
Caldwell Sutter Capital
California
$215M +$12.5M +6% 10.4% – 940
MTIM
5099
Marathon Trading Investment Management
Pennsylvania
$215M -$159M -43% 0.7% 19.9% 207
AIM
5100
Aspen Investment Management
Michigan
$214M +$14M +7% 7.36% 57.9% 155
202 203
204
205 206