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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFMG
5176
Sage Financial Management Group
Virginia
$130M +$2.39M +2% 4.38% 42.9% 124
WEPOG
5177
Wealth Enhancement & Preservation of GA
Georgia
$130M +$14M +12% 12.3% 82.9% 59
IDBONY
5178
Israel Discount Bank of New York
New York
$130M -$7.54M -5% 4.09% 37.6% 83
TCM
5179
Trybe Capital Management
Connecticut
$129M -$6.29M -5% 1.88% 113% 15
TFA
5180
Trinity Financial Advisors
Ohio
$129M +$19M +17% 6.84% 62.2% 61
TC
5181
Tatro Capital
Kentucky
$129M +$21.8M +20% 4.7% 109
SIAG
5182
Signet Investment Advisory Group
Rhode Island
$129M +$2.38M +2% 5.83% 54.8% 217
WDG
5183
Wealth Dimensions Group
Ohio
$129M +$13M +11% 5.97% 45.3% 121
GPA
5184
Garrison Point Advisors
California
$129M +$4.5M +4% 6.17% 74% 142
BFM
5185
Broadview Financial Management
Wisconsin
$129M -$1.68M -1% 7.02% 42% 46
MPPW
5186
Mitchell & Pahl Private Wealth
Oklahoma
$129M +$10.8M +9% 7.04% 53% 152
BRG
5187
Bay Rivers Group
Virginia
$129M +$9.25M +8% 4.44% 132% 75
BSI
5188
Bennett Selby Investments
Maine
$129M +$11.1M +9% 3.19% 105% 53
DIS
5189
Diversified Investment Strategies
Louisiana
$129M +$699K +0.5% 16.8% 86.2% 43
JP
5190
JNE Partners
United Kingdom
$129M +$47.1M +58% 9.87% 138% 9
PWA
5191
Phoenix Wealth Advisors
North Carolina
$129M -$3.09M -2% 3.87% 57.2% 370
JC
5192
Jentner Corp
Ohio
$128M +$26.6M +26% 1.47% 38.9% 30
TP
5193
Truvvo Partners
New York
$128M -$13.4M -9% 1.63% 18.5% 25
NIMC
5194
Nierenberg Investment Management Company
Washington
$128M +$20.2M +19% 33% 164% 38
PS
5195
Planned Solutions
California
$128M +$3.2M +3% 6.72% 49.6% 467
WWM
5196
Wolff Wiese Magana
California
$128M +$9.47M +8% 3.6% 87.6% 786
CG
5197
Corundum Group
Colorado
$128M +$7.94M +7% 7.3% 63.8% 95
OPOWM
5198
One Plus One Wealth Management
Florida
$128M 5.51% 40% 95
IA
5199
IFS Advisors
Kansas
$128M -$2.8M -2% 4.52% 47.2% 182
MAM
5200
McCarthy Asset Management
California
$128M +$7.24M +6% 5.51% 38.3% 449