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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PD
5426
Planning Directions
Pennsylvania
$131M +$7.22M +6% 8.02% 36.4% 76
EWG
5427
Executive Wealth Group
Washington
$131M +$14.5M +12% 15.1% 14.9% 44
BC
5428
Barnett & Company
Tennessee
$131M +$17.7M +16% 12.7% 49.5% 86
CAM
5429
CPA Asset Management
Florida
$131M – – 8.46% – 64
CWMU
5430
Caliber Wealth Management (Utah)
Utah
$131M +$4.17M +3% 7.6% 36.5% 99
MWA
5431
Motive Wealth Advisors
Michigan
$131M +$7.39M +6% 8.83% 55.9% 65
SNBOSCI
5432
Security National Bank of Sioux City Iowa
Iowa
$131M +$18.5M +17% 12.8% – 101
NC
5433
Nucleo Capital
Brazil
$131M – – 3.24% – 2
ITFISA
5434
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$131M +$7.73M +6% 9.01% 159% 89
FP
5435
Factorial Partners
New York
$131M +$15.5M +13% 13.4% 69.8% 95
WOSD
5436
WFA of San Diego
California
$131M +$19.7M +18% 6.91% – 475
OCM
5437
Orleans Capital Management
Louisiana
$131M +$11.1M +9% 11.3% 62.7% 79
BA
5438
Ballew Advisors
Mississippi
$131M +$19.1M +17% 7.85% 49.5% 107
SAM
5439
Stewart Asset Management
New York
$130M -$7.33M -5% 6.7% 42.5% 29
AWA
5440
Acorn Wealth Advisors
Michigan
$130M +$8.43M +7% 8.83% 42% 169
BWM
5441
Baron Wealth Management
Michigan
$130M – – 4.47% – 133
NPI
5442
New Perspectives Inc
Mississippi
$130M +$14.3M +12% 6.85% – 24
SFG
5443
Sterling Financial Group
California
$130M – – 5.82% – 52
MCM
5444
Mork Capital Management
California
$130M +$28.5M +28% 13.3% 36.6% 137
EP
5445
Essential Planning
New Hampshire
$130M +$113M +652% 4.46% 30.1% 43
PCM
5446
Pointe Capital Management
Michigan
$130M +$5.18M +4% 7.39% 58.6% 149
UOC
5447
University of Chicago
Illinois
$130M – – 2.49% – 5
IPGDR
5448
Investidor Profissional Gestao de Recursos
Brazil
$130M -$51.4M -28% 1.04% 33.5% 24
KI
5449
Kapitalo Investimentos
Brazil
$130M -$107M -45% 0.61% 64.6% 195
ES
5450
ETF Store
Kansas
$130M +$15.4M +13% 6.66% 40.4% 94
216 217
218
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