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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OCP
5601
OCO Capital Partners
New York
$128M -$32.2M -20% 2.74% 222% 4
HFP
5602
Holistic Financial Partners
Indiana
$128M +$16.1M +14% 4.25% 79.7% 109
BC
5603
Birchview Capital
Vermont
$128M -$13.8M -10% 4.06% 103% 60
AMC
5604
Asset Management Corp
Illinois
$128M +$8.4M +7% 11.2% 44.6% 152
GWAM
5605
Guardian Wealth Advisors (Minnesota)
Minnesota
$128M +$15M +13% 4.99% 43.2% 70
CBC
5606
Coombe, Bender & Co
New York
$128M +$17.9M +16% 4.31% – 84
MPW
5607
MGO Private Wealth
California
$128M -$91.5M -42% 6.26% 42.9% 138
IFS
5608
Intelligent Financial Strategies
Minnesota
$128M +$8.79M +7% 3.95% 67% 97
MMRF
5609
Michelson Medical Research Foundation
California
$128M -$26.9M -17% 1.51% – 31
LFG
5610
Leverty Financial Group
Wisconsin
$127M +$10.5M +9% 6.06% 46% 29
GWM
5611
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 4.14% 31.5% 24
TCMX
5612
Technology Crossover Management XI
California
$127M – – 69.2% – 1
WDC
5613
Woodward Diversified Capital
California
$127M +$3.03M +2% 4.01% 72.7% 149
PF
5614
Parker Financial
Washington
$127M +$9.69M +8% 5.54% – 45
RFA
5615
Register Financial Advisors
Georgia
$127M -$29.5M -19% 6.08% – 868
MWM
5616
Meritas Wealth Management
California
$127M +$6.07M +5% 5.61% – 45
PSIWM
5617
Paradigm Strategies in Wealth Management
Minnesota
$127M +$14.7M +13% 4.57% 28.9% 43
NLP
5618
Next Level Private
New York
$127M -$8.85M -7% 5.97% 73.8% 102
GL
5619
GHE LLC
Tennessee
$127M +$20.5M +19% 27.3% 295% 55
PFMU
5620
Privium Fund Management (UK)
United Kingdom
$127M -$4.43M -3% 9.88% 71.8% 76
PFG
5621
Piershale Financial Group
Illinois
$127M +$6.25M +5% 1.06% 82% 314
KC
5622
Kades & Cheifetz
Pennsylvania
$127M +$7.21M +6% 4.41% – 78
EMCIP
5623
Ewing Morris & Co Investment Partners
Ontario, Canada
$127M +$43.9M +53% 1.01% 39% 31
SCM
5624
Sebold Capital Management
Illinois
$127M +$4.99M +4% 4.25% – 72
PWM
5625
Purus Wealth Management
California
$127M +$16.5M +15% 16.3% 146% 114
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225
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