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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIA
5526
Citadel Investment Advisory
Ohio
$206M +$2.67M +1% 5.72% 68.3% 84
SOAG
5527
Silver Oak Advisory Group
Oregon
$206M +$18.1M +10% 4% 17.2% 73
MCA
5528
Mendon Capital Advisors
Florida
$206M -$9.69M -4% 2.64% – 60
VAF
5529
Values Added Financial
District of Columbia
$206M +$25.9M +14% 8.43% – 126
HM
5530
Harvest Management
New York
$206M -$8.99M -4% 13% 633% 79
FGG
5531
Financial Guidance Group
Florida
$206M +$20.7M +11% 7.35% 43.7% 84
PFA
5532
Pinnacle Family Advisors
Missouri
$206M +$21.8M +12% 11.6% 83.6% 134
IIM
5533
Ironwood Investment Management
Massachusetts
$206M +$22.1M +12% 16.9% 140% 176
BAM
5534
Bellevue Asset Management
Washington
$205M +$22.2M +12% 15.6% 68% 493
LWM
5535
Lodestone Wealth Management
Washington
$205M +$17.4M +9% 7.15% – 172
PCM
5536
Prime Capital Management
Hong Kong
$205M +$111M +118% 49% 419% 3
SV
5537
Stilwell Value
New York
$205M +$10.8M +6% 18.4% 178% 32
NME
5538
Notis-McConarty Edward
$205M +$10.8M +6% 8.52% 73% 80
CA
5539
Cresta Advisors
Texas
$205M +$12.2M +6% 7.65% 51.4% 48
IFA
5540
Interactive Financial Advisors
Illinois
$205M +$15.8M +8% 6.93% 37.1% 87
IWA
5541
IVC Wealth Advisors
Pennsylvania
$205M +$19.2M +10% 7.47% 58.2% 178
IWS
5542
Integrity Wealth Solutions
Colorado
$205M +$20.6M +11% 10% – 115
NAG
5543
Northstar Advisory Group
New Jersey
$205M +$51.8M +34% 18.5% 124% 115
RTL
5544
Red Tortoise LLC
Georgia
$205M +$13.2M +7% 7.84% – 657
THLTP
5545
Thomas H. Lee (THL) Partners
Massachusetts
$205M +$3.38M +2% 1.68% 37.2% 1
DWM
5546
Dogwood Wealth Management
Kansas
$205M +$14.5M +8% 7.06% – 746
BMC
5547
Beaton Management Company
Massachusetts
$205M +$12.1M +6% 9.96% 76.1% 141
PWM
5548
Parkshore Wealth Management
California
$205M +$32.6M +19% 7.13% – 67
WW
5549
Windle Wealth
Oklahoma
$205M +$10.4M +5% 7.15% – 33
HWM
5550
HighMark Wealth Management
Minnesota
$205M +$35.3M +21% 8.19% 66% 644
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