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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
D
5501
Dentgroup
Louisiana
$136M -$2.68M -2% 2.9% 47.2% 114
PP
5502
Patron Partners
Texas
$136M -$5.88M -4% 2.89% 68.7% 179
FAM
5503
Family Asset Management
South Carolina
$136M -$12.5M -8% 3.43% – 195
PCM
5504
Pointe Capital Management
Michigan
$135M +$2.95M +2% 1.88% 58.6% 151
LWM
5505
Long Walk Management
Connecticut
$135M +$61.8K +0% 1.49% 394% 10
WCM
5506
Westerly Capital Management
California
$135M -$19.7M -13% 5.75% 53.5% 56
SIAS
5507
Summit Investment Advisory Services
Minnesota
$135M -$16.3M -11% 3.39% – 58
IFS
5508
Intelligent Financial Strategies
Minnesota
$135M -$2.19M -2% 1.19% 67% 90
HAG
5509
HF Advisory Group
Maryland
$135M +$8.28M +7% 3.02% – 150
DTC
5510
Davidson Trust Company
Washington
$135M -$3.45M -2% 3.4% 52.3% 128
EL
5511
EQ LLC
Washington
$135M +$13.2M +11% 3.63% 57.3% 51
KAM
5512
Kinney Asset Management
Illinois
$135M -$19.8M -13% 8.77% – 5
VCS
5513
Vaughan & Co Securities
New Jersey
$135M -$6.05M -4% 3.98% 45.4% 54
2L
5514
22NW LP
Washington
$135M -$19.8M -13% 11.2% 189% 15
OCM
5515
Orleans Capital Management
Louisiana
$135M -$6.34M -4% 2.7% 62.7% 82
GWM
5516
GoalFusion Wealth Management
Texas
$135M -$1.23M -0.9% 2.8% 31.5% 29
MWP
5517
Meredith Wealth Planning
Illinois
$135M +$11.6M +9% 1.47% – 43
PPWM
5518
PFG Private Wealth Management
Florida
$135M -$34.9M -21% 2.39% 39.9% 330
OPWM
5519
Oxinas Partners Wealth Management
Indiana
$134M -$17.9M -12% 3.68% 74.6% 128
SM
5520
Selkirk Management
New Jersey
$134M +$16.5M +14% 3.94% 343% 16
RA
5521
RiverTree Advisors
Florida
$134M -$4.48M -3% 1.01% 19.7% 29
RVM
5522
Robinson Value Management
Texas
$134M -$3.78M -3% 3.04% 48.3% 79
HBW
5523
Hazlett, Burt & Watson
West Virginia
$134M +$172K +0.1% 3.52% 66.1% 774
FMI
5524
F/M Investments
District of Columbia
$134M -$1.49M -1% 1.2% 125% 83
MPCG
5525
Matrix Private Capital Group
New York
$134M -$2.52M -2% 2.4% 56.3% 179
219 220
221
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