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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SW
5101
StrongBox Wealth
Missouri
$157M -$1.42M -0.9% 2.51% 50.6% 87
BMCM
5102
Burns Matteson Capital Management
New York
$157M -$5.73M -4% 4.07% 53.5% 180
SIAM
5103
Sterling Investment Advisors (Missouri)
Missouri
$157M -$310K -0.2% 3.33% 30% 31
PSIWM
5104
Paradigm Strategies in Wealth Management
Minnesota
$157M +$9.07M +6% 2.71% 28.9% 48
DG
5105
Daventry Group
New York
$157M +$21.7M +16% 1.99% 12.9% 9
TCOK
5106
Trust Company of Kansas
Kansas
$157M -$10.5M -6% 2.44% 86.3% 50
VWM
5107
Vigilare Wealth Management
Arizona
$157M -$16.6M -10% 1.28% 40.4% 94
CCC
5108
Cincinnati Casualty Company
Ohio
$157M -$8.18M -5% 4.44% 50.7% 26
WPM
5109
Worldly Partners Management
Massachusetts
$157M -$18M -10% 11% – 4
BWM
5110
Benchmark Wealth Management
Connecticut
$157M -$9.1M -5% 3.48% 42.7% 49
BWM
5111
Baron Wealth Management
Michigan
$157M -$882K -0.6% 0.53% – 154
CA
5112
Claris Advisors
Missouri
$157M +$12.2M +8% 1.87% 48.3% 50
HB
5113
Horizon Bancorp
Indiana
$156M -$317K -0.2% 2.73% – 254
LEFP
5114
Leading Edge Financial Planning
Tennessee
$156M +$3.33M +2% 3.58% – 74
CP
5115
CPV Partners
Connecticut
$156M +$7.76M +5% 13.7% 24.1% 7
FCA
5116
Fortis Capital Advisors
Kansas
$156M -$14.5M -8% 2.77% – 124
MPM
5117
Mountaineer Partners Management
New York
$156M -$25.3M -14% 5.71% 113% 16
HCM
5118
Hall Capital Management
Rhode Island
$156M -$21M -12% 3.71% – 94
SFPG
5119
Stonebridge Financial Planning Group
Florida
$156M -$8.18M -5% 3.29% 56% 142
FOA
5120
Five Oceans Advisors
California
$156M +$586K +0.4% 2.06% 62.1% 161
MSFP
5121
Mark Sheptoff Financial Planning
Connecticut
$156M -$19.5M -11% 5.6% 74.7% 408
MMHP
5122
Murphy Middleton Hinkle & Parker
Georgia
$156M -$4.47M -3% 2.9% 46.8% 139
ADIM
5123
Alpha DNA Investment Management
Maryland
$156M -$20.9M -12% 0.92% 76.5% 226
AH
5124
Aviva Holdings
Bahamas
$156M +$18.8M +14% 16.6% 36.5% 4
FCPV
5125
FS Capital Partners VI
California
$156M -$163M -51% 10.8% – 1
203 204
205
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