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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWP
5451
Corepath Wealth Partners
Arizona
$144M +$3.98M +3% 4.58% 37.8% 40
VCM
5452
Vetamer Capital Management
California
$144M -$53.8M -27% 11.4% – 45
PAG
5453
Powers Advisory Group
Illinois
$144M +$1.84M +1% 2.99% 35.8% 93
BMCM
5454
Burns Matteson Capital Management
New York
$144M -$3.56M -2% 3.37% 53.5% 157
MAM
5455
McCarthy Asset Management
California
$144M -$1.79M -1% 4.48% 38.3% 346
SNBOSD
5456
Security National Bank of So Dak
Iowa
$144M -$4.92M -3% 1.81% – 111
CWG
5457
Crown Wealth Group
North Carolina
$144M +$35.8M +33% 3.64% 81.8% 125
IPW
5458
Intergy Private Wealth
Colorado
$143M +$15.4M +12% 6.53% 52.6% 55
CC
5459
Coann Capital
Connecticut
$143M -$39.8M -22% 3.58% – 27
CTFG
5460
Capstone Triton Financial Group
Oklahoma
$143M +$93.7M +189% 4.4% – 124
PFA
5461
Plotkin Financial Advisors
Maryland
$143M -$15.1M -10% 8.33% 79.7% 94
BI
5462
Berkeley Inc
Idaho
$143M -$7.11M -5% 4.57% 39.4% 96
BCM
5463
Brightline Capital Management
Florida
$143M -$19.8M -12% 41% – 14
WWM
5464
Wagner Wealth Management
South Carolina
$143M +$12.3M +9% 3.27% 31.3% 712
BI
5465
Bregal Investments
New York
$143M -$27M -16% 15.9% – 1
BNAGPJ
5466
Bregal North America General Partner Jersey
Jersey
$143M -$27M -16% 15.9% 71.3% 1
BSI
5467
Bregal Sagemount I
Jersey
$143M -$27M -16% 15.9% 71.3% 1
PC
5468
Prairiewood Capital
North Dakota
$143M +$16.5M +13% 2.35% 29.8% 76
GPA
5469
Garrison Point Advisors
California
$143M -$7.8M -5% 3.99% 74% 154
SWM
5470
Soundmark Wealth Management
Washington
$143M -$3.51M -2% 4.28% 17.1% 62
FAM
5471
Frontier Asset Management
Wyoming
$143M +$6.9M +5% 4.94% 29.8% 39
SMP
5472
Santa Monica Partners
Florida
$143M -$14.4M -9% 4.72% 106% 22
RWRC
5473
R.W. Roge & Company
New York
$143M +$12.8M +10% 5.13% 54.1% 43
M1FG
5474
Mach-1 Financial Group
Arkansas
$143M -$6.58M -4% 5.7% 95% 350
PD
5475
Planning Directions
Pennsylvania
$142M -$7.81M -5% 3.85% 36.4% 79
217 218
219
220 221