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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PPW
5626
PACK Private Wealth
Minnesota
$134M +$8.02M +6% 4.69% 38.8% 39
BP
5627
Berkshire Partners
Massachusetts
$133M +$3.42M +3% 5.43% 23.2% 1
BC
5628
Birchview Capital
Vermont
$133M +$5.69M +4% 15.3% 103% 56
BRG
5629
Bay Rivers Group
Virginia
$133M +$19M +17% 11.9% 132% 68
CI
5630
Carroll Investors
South Carolina
$133M +$10.8M +9% 16.2% 206% 39
PSC
5631
Prentiss Smith & Co
Vermont
$133M -$1.46M -1% 7.01% 50.7% 66
FFA
5632
Fortune Financial Advisors
Kansas
$133M – – 6.07% – 121
PFWA
5633
Paces Ferry Wealth Advisors
Georgia
$133M +$9.22M +7% 10.1% 83.7% 115
MWM
5634
Meritas Wealth Management
California
$133M +$6.03M +5% 4.96% – 43
GIM
5635
Growth Interface Management
Florida
$133M +$32.9M +33% 32% 12% 10
CWA
5636
Capital Wealth Alliance
Arizona
$133M +$9.14M +7% 1.73% 85% 117
HWM
5637
HighMark Wealth Management
Minnesota
$133M +$4.83M +4% 6.98% 66% 637
IF
5638
Integrity Financial
Wyoming
$133M +$11.3M +9% 6.27% 58.4% 215
DSN
5639
D. Scott Neal
Kentucky
$133M -$46M -26% 3.02% 88% 71
MPW
5640
MGO Private Wealth
California
$133M +$5.26M +4% 4.47% 42.9% 81
AFS
5641
AFG Fiduciary Services
Massachusetts
$133M +$24.5M +23% 6.12% 56.1% 91
EFH
5642
Eaton Financial Holdings
Florida
$133M +$4.84M +4% 5.36% – 56
TOTUOP
5643
Trustees of The University of Pennsylvania
Pennsylvania
$133M +$30.3M +30% 29% 6.44% 8
SNBOSCI
5644
Security National Bank of Sioux City Iowa
Iowa
$133M – – 4.78% – 93
WDC
5645
Woodward Diversified Capital
California
$133M +$5.29M +4% 6.7% 72.7% 160
LAIC
5646
Lederer & Associates Investment Counsel
California
$133M +$2.89M +2% 9.02% 76.7% 88
SW
5647
SMART Wealth
Nebraska
$132M +$19.1M +17% 1.86% – 85
GIM
5648
Greenwich Investment Management
Connecticut
$132M +$2.34M +2% 2.29% – 49
WFA
5649
Wells Financial Advisors
Massachusetts
$132M +$6.91M +6% 4.1% 44.3% 71
PCM
5650
Pointe Capital Management
Michigan
$132M -$6.65M -5% 5.4% 58.6% 411
224 225
226
227 228