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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LIG
5326
Lokken Investment Group
Delaware
$126M +$3.03M +2% 0.7% 47% 125
RB
5327
Renasant Bank
Mississippi
$126M -$5.96M -5% 0.4% 53.2% 195
GWA
5328
GGM Wealth Advisors
Maryland
$126M +$8.26M +7% 1.1% 25.8% 103
KM
5329
Kylin Management
New York
$126M -$120M -49% 23.9% 126% 9
RTL
5330
Red Tortoise LLC
Georgia
$126M – – 1.49% – 589
SW
5331
Signify Wealth
Missouri
$126M -$4.14M -3% 0.96% 36.7% 19
SSC
5332
Syverson Strege & Co
Iowa
$125M +$13.2M +12% 0.93% 47.3% 484
SPL
5333
Smart Portfolios LLC
Washington
$125M -$4.61M -4% 3.16% – 57
FMC
5334
Financial Management Concepts
Florida
$125M +$2.34M +2% 0.04% – 28
WWM
5335
Wagner Wealth Management
South Carolina
$125M -$14.1M -10% 1.46% 31.3% 744
PCM
5336
Piedmont Capital Management
Montana
$125M +$4.97M +4% 0.2% 68% 47
FCFC
5337
First Citizens Financial Corp
Iowa
$125M -$6.91M -5% 0.67% – 115
CPSC
5338
Carl P. Sherr & Co
Massachusetts
$125M -$20.1M -14% 0.97% 62.9% 120
PFWA
5339
Paces Ferry Wealth Advisors
Georgia
$125M -$5.58M -4% 0.11% 83.7% 127
BG
5340
BRX Global
New York
$125M -$16.6M -12% 2.37% 165% 9
MFG
5341
Monumental Financial Group
Maryland
$125M +$8.28M +7% 0.29% 18.2% 101
FPW
5342
Flagship Private Wealth
Massachusetts
$125M -$6.28M -5% 0.3% 51.3% 337
CCA
5343
Covey Capital Advisors
Georgia
$125M -$7.64M -6% 0.62% 118% 37
EW
5344
Element Wealth
Mississippi
$125M -$3.11M -2% 1.74% 39.6% 185
KAM
5345
Kopion Asset Management
Texas
$125M -$19.2M -13% 9.5% 95.6% 20
AA
5346
Addison Advisors
Vermont
$125M +$987K +0.8% 0.64% 45.7% 465
KCMRT
5347
Kemper Corp Master Retirement Trust
Illinois
$125M -$71.1M -36% 1.29% 21.9% 2
TNAM
5348
Terra Nova Asset Management
New York
$125M +$8.14M +7% 0.78% 136% 95
SC
5349
Saltoro Capital
Texas
$125M +$29.4M +31% 1.96% 42.4% 133
GWM
5350
Gitterman Wealth Management
New Jersey
$124M +$977K +0.8% 0.49% 19% 90
212 213
214
215 216