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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PWMG
5251
Pinnacle Wealth Management Group
Michigan
$137M 5.67% 43.2% 120
MWM
5252
Moulton Wealth Management
Washington
$137M +$4.51M +3% 5.31% 19.2% 42
PD
5253
Planning Directions
Pennsylvania
$137M +$9.78M +8% 3.65% 36.4% 71
AFS
5254
Amtrust Financial Services
New York
$137M -$14.8M -10% 4.11% 48.3% 92
CWM
5255
Capital Wealth Management
Rhode Island
$137M +$10.5M +8% 5.57% 37.1% 37
BOM
5256
Bank of Marin
California
$137M +$10.3M +8% 8.87% 71.7% 129
AWA
5257
Alta Wealth Advisors
Massachusetts
$136M +$16.8M +14% 9.75% 93.7% 146
CIG
5258
Cairn Investment Group
Washington
$136M +$16.2M +13% 5.57% 60.9% 77
JP
5259
JNE Partners
United Kingdom
$136M +$7.66M +6% 0.47% 138% 14
HWM
5260
HighMark Wealth Management
Minnesota
$136M +$10.6M +8% 6.4% 66% 539
SPFA
5261
Summit Place Financial Advisors
New Jersey
$136M +$11.8M +9% 6.87% 87% 106
WEPOG
5262
Wealth Enhancement & Preservation of GA
Georgia
$136M +$6M +5% 9.06% 82.9% 59
CS
5263
Capital Square
Tennessee
$136M +$1.13M +0.8% 6.56% 37% 160
PM
5264
Parametrica Management
Hong Kong
$135M -$72.6M -35% 13% 303% 205
RFG
5265
Range Financial Group
Oregon
$135M +$25.5M +23% 9.04% 102% 184
VCS
5266
Vaughan & Co Securities
New Jersey
$135M +$11.4M +9% 5.97% 45.4% 54
MAS
5267
Madden Advisory Services
Florida
$135M +$7.48M +6% 6.68% 46.3% 69
MAM
5268
Marketfield Asset Management
New York
$135M -$13.4M -9% 6% 61.5% 39
CPC
5269
Consolidated Planning Corp
Georgia
$135M -$21.5M -14% 7.27% 72.9% 61
SFG
5270
Sowa Financial Group
Rhode Island
$135M -$6.98M -5% 7.43% 52.5% 74
LA
5271
Latitude Advisors
Florida
$135M +$12.8M +11% 6.81% 56.9% 185
DIS
5272
Diversified Investment Strategies
Louisiana
$135M +$6.26M +5% 9.59% 86.2% 42
CPWA
5273
Cerro Pacific Wealth Advisors
California
$135M 7.67% 116
EM
5274
ELCO Management
New York
$135M +$24.2M +22% 10.3% 76.3% 140
KCM
5275
Kennicott Capital Management
California
$135M +$13M +11% 7.67% 81% 51