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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VWMG
5401
Virginia Wealth Management Group
Virginia
$146M -$34.8K -0% 2.4% 36.5% 75
SPWM
5402
Straight Path Wealth Management
Michigan
$146M +$20M +16% 8.89% 73.6% 83
OCP
5403
OCO Capital Partners
New York
$146M +$17.7M +14% 20.7% 222% 3
GC
5404
GGV Capital
California
$146M -$42.6M -23% 38.9% 51.1% 11
RFS
5405
Retirement Financial Solutions
Tennessee
$146M +$19.7M +16% 6.04% – 34
CTFG
5406
Capstone Triton Financial Group
Oklahoma
$145M +$12.5M +9% 10.1% – 108
MAG
5407
MRA Advisory Group
New Jersey
$145M +$6.71M +5% 2.39% 52.8% 151
DCM
5408
Delta Capital Management
New Jersey
$145M +$3.19M +2% 4.27% 50.3% 90
AIM
5409
Athena Investment Management
California
$145M +$6.26M +5% 5.33% 56.5% 139
ACM
5410
AUA Capital Management
Pennsylvania
$145M -$2.82M -2% 6.07% 56.7% 88
GWCM
5411
Godshalk Welsh Capital Management
Pennsylvania
$145M +$3.57M +3% 5.01% 54.9% 121
WCCM
5412
Webs Creek Capital Management
Texas
$145M +$1.93M +1% 2.07% – 15
OCFG
5413
O'Connor Financial Group
Illinois
$145M +$12M +9% 2.57% – 54
SC
5414
Sykon Capital
New York
$145M – – 4.48% – 53
DA
5415
DCF Advisers
Connecticut
$145M +$9.35M +7% 5.25% 75.4% 80
CWM
5416
Cahill Wealth Management
Michigan
$145M +$9.46M +7% 6.61% 24.6% 47
FP
5417
Factorial Partners
New York
$145M +$12.1M +9% 10.8% 69.8% 96
HG
5418
Herbst Group
Connecticut
$145M +$3.18M +2% 8.88% 111% 76
HPC
5419
Highland Peak Capital
Connecticut
$145M +$16.5M +13% 6.63% – 27
AWM
5420
Activest Wealth Management
Florida
$145M -$11.3M -7% 6.01% 65.9% 447
CWM
5421
Chronos Wealth Management
Florida
$145M +$11.3M +8% 11.7% 75.6% 37
MA
5422
Minerva Advisors
Pennsylvania
$145M +$5.87M +4% 10.5% 111% 68
IG
5423
Inherent Group
New York
$144M -$95.2M -40% 0.54% 64.7% 35
CA
5424
Claris Advisors
Missouri
$144M +$9.55M +7% 4.48% 48.3% 45
WQ
5425
Wealth Quarterback
New Jersey
$144M +$26.6M +23% 5.58% 61.9% 133
215 216
217
218 219