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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BWM
5251
Bernard Wealth Management
Michigan
$205M -$7.69M -4% 4.39% – 408
KIG
5252
Kessler Investment Group
Indiana
$205M -$6M -3% 2.09% 191% 223
SWM
5253
SFG Wealth Management
Maryland
$205M +$14.2M +7% 2.49% 70.1% 131
USB
5254
Union Savings Bank
Connecticut
$205M +$1.24M +0.6% 0.67% – 309
SFG
5255
Socha Financial Group
New York
$205M -$8.68M -4% 5.77% 60.7% 26
ACM
5256
Ararat Capital Management
Connecticut
$204M -$46.1M -18% 3.66% 75.7% 18
KPP
5257
Kings Path Partners
Texas
$204M -$29.8M -13% 0.42% – 300
KTM
5258
Keeler Thomas Management
Utah
$204M -$76.5M -27% 0.6% 43.5% 85
SCM
5259
Segra Capital Management
Florida
$204M +$9.58M +5% 17.6% 148% 11
SIAS
5260
Summit Investment Advisory Services
Minnesota
$204M +$10.1M +5% 2.84% – 72
GSB
5261
Greenfield Savings Bank
Massachusetts
$204M -$4.72M -2% 0.52% 74.7% 148
AC
5262
Applied Capital
Arkansas
$204M +$9.08M +5% 0.97% 42.9% 49
CIA
5263
Citadel Investment Advisory
Ohio
$204M +$10.8M +6% 6.35% 68.3% 82
PIA
5264
Powell Investment Advisors
Florida
$204M -$12.3M -6% 3.52% 56.3% 166
BC
5265
Bowman & Company
Wisconsin
$204M +$10.1M +5% 2.8% 54.3% 112
BWA
5266
BlueChip Wealth Advisors
Georgia
$204M +$23.4M +13% 0.94% – 158
OGC
5267
One68 Global Capital
New York
$204M +$16.6M +9% 15% – 136
MWM
5268
MTC Wealth Management
Florida
$204M -$4.11M -2% 0.05% 22.2% 15
PCR
5269
Potrero Capital Research
California
$204M -$32.8M -14% 12.7% 98.3% 32
PWA
5270
Prairie Wealth Advisors
Nebraska
$203M -$4.65M -2% 0.72% – 155
TC
5271
TAGStone Capital
North Carolina
$203M +$105K +0.1% 1.03% 51.5% 102
HCM
5272
Hillman Capital Management
Maryland
$203M -$66.3M -25% 0.69% 30.3% 57
FH
5273
FWG Holdings
Florida
$203M -$5.23M -3% 3.45% 70.1% 115
BCA
5274
Bernzott Capital Advisors
California
$203M +$906K +0.4% 2.23% 32.3% 42
ERFOTCOFW
5275
Employees Retirement Fund of the City of Fort Worth
Texas
$203M -$11.3M -5% 0.95% 35.5% 11
209 210
211
212 213