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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAG
5276
Powers Advisory Group
Illinois
$143M +$7.38M +5% 3.39% 35.8% 94
TCFP
5277
Treasure Coast Financial Planning
Florida
$143M +$9.02M +7% 3.85% 25.4% 41
ACM
5278
Adalta Capital Management
New York
$143M +$1.21M +0.9% 5.84% 65.8% 90
NPT
5279
Nixon Peabody Trust
Massachusetts
$143M +$19.7M +16% 10.6% 82.1% 69
DG
5280
Daventry Group
New York
$143M +$27.1M +23% 15.8% 12.9% 8
FCM
5281
Fourpath Capital Management
Oklahoma
$143M +$5.33M +4% 1.74% 48.8% 136
QGA
5282
Q Global Advisors
Texas
$143M -$63.7M -31% 9.75% 76.5% 227
VIA
5283
Virtus Investment Advisers
Connecticut
$143M -$7.23M -5% 8.34% 126% 354
FWM
5284
Fortress Wealth Management
California
$143M +$22.5M +19% 3.87% 34.5% 61
GAA
5285
Green Alpha Advisors
Colorado
$143M +$22.2M +18% 14.1% 117% 152
CASB
5286
Cape Ann Savings Bank
Massachusetts
$143M +$6M +4% 5.32% 53.2% 81
SWP
5287
ShoreHaven Wealth Partners
New Jersey
$143M +$667K +0.5% 6.33% 45.2% 86
LFWA
5288
LBJ Family Wealth Advisors
Texas
$143M +$8.57M +6% 8.05% 52.4% 23
MAS
5289
Madden Advisory Services
Florida
$142M +$8.79M +7% 6.44% 46.3% 80
DCM
5290
Dudley Capital Management
Virginia
$142M +$6.2M +5% 6.54% – 119
C
5291
CEDRUS
Colorado
$142M +$18M +14% 4.49% 19.8% 165
DCM
5292
Delta Capital Management
New Jersey
$142M +$4.9M +4% 1.93% 50.3% 89
TCM
5293
Thames Capital Management
New Jersey
$142M -$68.5M -33% 15.9% 290% 31
MM
5294
MWG Management
British Virgin Islands
$142M -$53.8M -27% 27.1% 71.9% 3
GSC
5295
Grey Street Capital
Illinois
$142M – – 14.6% – 130
FF
5296
Friedenthal Financial
New Jersey
$142M -$1.73M -1% 9.03% 124% 150
CFO
5297
Custos Family Office
Texas
$142M +$16.7M +13% 4.77% 43.6% 46
TCM
5298
Tandem Capital Management
New Jersey
$142M +$15.1M +12% 10.4% 93.1% 110
WR
5299
WD Rutherford
Oregon
$142M +$14.6M +11% 16.7% 137% 130
MFC
5300
Morris Financial Concepts
South Carolina
$142M +$18.1M +15% 5.52% 46.7% 155
210 211
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