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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SC
5401
Summa Corp
Texas
$204M -$4.71M -2% 3.95% – 68
IAG
5402
Investmark Advisory Group
Connecticut
$204M -$2.05M -1% 0.34% 51.7% 126
FM
5403
Freemont Management
Switzerland
$204M +$12.3M +6% 4.09% 112% 86
AGP
5404
Autumn Glory Partners
Texas
$204M -$56.3M -22% 0.56% 54.9% 214
BB
5405
Burford Brothers
Texas
$204M +$11.9M +6% 3.71% – 167
FI
5406
FIDELIS iM
Oregon
$204M -$16.8M -8% 1.28% 29.8% 22
PF
5407
Parker Financial
Washington
$204M +$4.28M +2% 2.35% – 36
MWM
5408
Maltin Wealth Management
New Jersey
$204M -$1.82M -0.9% 1.47% 39.6% 133
CCIA
5409
Cherry Creek Investment Advisors
Colorado
$203M +$9.95M +5% 7.2% 123% 116
GCM
5410
Gunderson Capital Management
South Carolina
$203M -$32.7M -14% 22.5% 537% 53
USB
5411
Union Savings Bank
Connecticut
$203M -$631K -0.3% 0.15% – 303
DMBA
5412
Deseret Mutual Benefit Administrators
Utah
$203M +$6.77M +3% 0.41% 46.1% 500
EHWM
5413
Eads & Heald Wealth Management
Georgia
$203M -$7.83M -4% 0.03% 74.7% 145
TC
5414
TAGStone Capital
North Carolina
$203M +$7.45M +4% 1.02% 51.5% 94
AWM
5415
Avaii Wealth Management
Wisconsin
$203M +$5.14M +3% 1.24% 58.9% 150
BWM
5416
Benchmark Wealth Management
Connecticut
$203M +$697K +0.3% 0.1% 42.7% 54
SAM
5417
Sequent Asset Management
Texas
$203M +$574K +0.3% 0.94% 49% 95
AWA
5418
Adapt Wealth Advisors
Georgia
$203M +$16.3M +9% 1% – 81
TWM
5419
Trueblood Wealth Management
Ohio
$203M +$3.72M +2% 1.09% – 241
BWM
5420
Boyd Wealth Management
California
$203M +$5.41M +3% 1.33% 39.4% 51
DI
5421
Disciplined Investments
Oklahoma
$203M +$182K +0.1% 2.42% 34.3% 127
PPA
5422
Painted Porch Advisors
California
$203M +$5.11M +3% 0.6% – 534
SG
5423
Standard General
New York
$203M -$29.2M -13% 0.9% 76% 3
TP
5424
TenCore Partners
New York
$203M -$8.73M -4% 4.38% 150% 12
IWMWV
5425
Ironwood Wealth Management (West Virginia)
West Virginia
$203M -$1.41M -0.7% 0.94% 27.3% 23
215 216
217
218 219