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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MPPW
5226
Mitchell & Pahl Private Wealth
Oklahoma
$226M +$11.9M +6% 5.35% 53% 145
WAM
5227
Westport Asset Management
Connecticut
$226M +$20.1M +10% 11.4% 81% 76
SCA
5228
Strathmore Capital Advisors
North Carolina
$226M – – 7.54% – 100
BCM
5229
Birmingham Capital Management
Alabama
$226M -$39.6M -15% 4.53% 55.4% 110
CG
5230
Corundum Group
Colorado
$226M +$17.7M +8% 9.57% 63.8% 105
GCM
5231
GKV Capital Management
California
$226M +$24.8M +12% 19% – 172
AWG
5232
Altus Wealth Group
Colorado
$226M +$12.5M +6% 10.1% 58.6% 143
VIA
5233
Victrix Investment Advisors
Florida
$226M +$35.6M +19% 11.2% – 106
MMM
5234
Mendel Money Management
Illinois
$226M +$14.7M +7% 9.72% 55.1% 145
GI
5235
GS Investments
Minnesota
$226M +$13.5M +6% 11.4% 91.3% 122
TW
5236
Towerpoint Wealth
California
$226M +$23.9M +12% 8.35% 47.1% 93
PCM
5237
Peirce Capital Management
Texas
$226M +$23.4M +12% 7.45% – 46
HP
5238
Haven Private
Florida
$226M +$48.7M +28% 11.5% – 193
SC
5239
Schulhoff & Co
Ohio
$225M -$496K -0.2% 1.71% 30.1% 135
BKA
5240
Brick & Kyle Associates
Pennsylvania
$225M +$7.46M +3% 13.2% 82.9% 63
LP
5241
LGL Partners
Pennsylvania
$225M +$18M +9% 8.69% 56.7% 59
PBC
5242
Pavion Blue Capital
California
$225M +$15.4M +7% 9.65% 70.6% 106
BWM
5243
Benchmark Wealth Management
Connecticut
$225M +$18.3M +9% 6.73% 42.7% 73
AWM
5244
Avaii Wealth Management
Wisconsin
$225M +$37.8M +20% 13.3% 58.9% 142
MC
5245
Metavasi Capital
New York
$225M +$67.5M +43% 47.3% 458% 37
FI
5246
FIDELIS iM
Oregon
$225M +$8.92M +4% 6.05% 29.8% 24
AA
5247
AJ Advisors
Tennessee
$225M +$29.4M +15% 8.97% – 38
CPW
5248
Catalyst Private Wealth
California
$225M +$19.5M +9% 11.3% 124% 85
TAM
5249
Tealwood Asset Management
Minnesota
$225M +$8.71M +4% 8.51% 66.7% 137
EF
5250
Exeter Financial
Arizona
$225M +$1.75M +0.8% 4.18% 38.4% 93
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