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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PK
5501
Pflug Koory
Nebraska
$198M -$5.87M -3% 1.32% – 401
DR
5502
Davis Rea
Ontario, Canada
$198M -$32.3M -14% 1.17% 62.7% 39
VWM
5503
Vivid Wealth Management
Iowa
$198M +$6.09M +3% 5.03% – 68
AF
5504
Abound Financial
California
$197M – – 0.41% – 69
MA
5505
MBA Advisors
Pennsylvania
$197M -$11.1M -5% 1.24% 47.1% 138
PWIA
5506
Porter White Investment Advisors
Alabama
$197M -$2.43M -1% 1.58% – 33
OWCM
5507
One Wealth Capital Management
Arizona
$197M – – 1.11% – 109
KWA
5508
Kondo Wealth Advisors
California
$197M – – 1.34% – 60
MM
5509
Monolith Management
Hong Kong
$197M +$25.8M +15% 31.9% – 29
NF
5510
Nvest Financial
New Hampshire
$197M +$21.7M +12% 1.9% 74.7% 113
PI
5511
Pettee Investors
Connecticut
$197M -$8.48M -4% 0.59% 59.9% 120
MC
5512
Matisse Capital
Oregon
$197M -$8.93M -4% 1.9% 44.4% 186
MADR
5513
Milestones Administradora de Recursos
Brazil
$197M -$54.3M -22% 3.21% 109% 30
ACA
5514
AYAL Capital Advisors
Ontario, Canada
$197M +$22.8M +13% 4.35% – 49
LI
5515
Latigo Investments
Florida
$197M -$8.16M -4% 2.65% 45.3% 19
NERM
5516
New England Research & Management
Illinois
$197M -$16.5M -8% 0.9% 33.3% 183
LFG
5517
Leverty Financial Group
Wisconsin
$197M +$13.5M +7% 1.99% 46% 39
LC
5518
Littlejohn & Co
Connecticut
$196M -$96.6K -0% 4.45% 76.1% 24
CC
5519
Checkpoint Capital
California
$196M -$5.09M -3% 4.4% – 18
ICM
5520
Intrepid Capital Management
Florida
$196M +$16.2M +9% 3.42% 57.8% 113
WA
5521
Waterford Advisors
New York
$196M +$404K +0.2% 1.11% – 54
SWM
5522
SK Wealth Management
Rhode Island
$196M +$934K +0.5% 0.46% – 71
NAG
5523
Northstar Advisory Group
New Jersey
$196M +$3.89M +2% 5.65% 124% 112
DWM
5524
Dopkins Wealth Management
New York
$196M +$72.5M +59% 1.36% 49.5% 90
HAFG
5525
Hansen & Associates Financial Group
California
$196M +$6.88M +4% 3.43% – 25
219 220
221
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