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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
XI
5651
XXEC Inc
Oklahoma
$125M +$518K +0.4% 8.58% 57.4% 29
PCM
5652
Piedmont Capital Management
Montana
$125M +$5.57M +5% 3.58% 68% 48
CHA
5653
Cooper/Haims Advisors
New York
$125M -$16M -11% 7% 42.9% 75
PAWA
5654
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 11.3% – 44
AWMT
5655
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 11.9% 62.6% 55
CCP
5656
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 0.99% 37.8% 75
D
5657
Dentgroup
Louisiana
$125M +$8.65M +7% 5.53% 47.2% 111
APC
5658
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 2.48% 30.4% 39
PSC
5659
Patient Square Capital
California
$124M -$112M -47% 38.4% – 2
HWA
5660
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 4.52% 40.7% 40
LFA
5661
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 3.39% 14.6% 36
SCM
5662
Spring Capital Management
Texas
$124M +$8.47M +7% 4.27% 66.7% 30
MHB
5663
Midwest Heritage Bank
Iowa
$124M +$20.9M +20% 3.69% 40% 62
MWP
5664
Meredith Wealth Planning
Illinois
$124M +$8.12M +7% 2.3% – 68
JHA
5665
Jackson Hill Advisors
Texas
$124M +$8.51M +7% 12.1% 111% 11
SFMG
5666
Sage Financial Management Group
Virginia
$124M -$19M -13% 5.71% 42.9% 42
MWA
5667
Mills Wealth Advisors
Texas
$124M +$13.5M +12% 2.64% – 55
TI
5668
TTP Investments
California
$124M +$30.1M +32% 14.3% 124% 43
BHCM
5669
Boulder Hill Capital Management
New York
$124M +$3.69M +3% 10% – 236
PFWA
5670
Paces Ferry Wealth Advisors
Georgia
$124M +$21.2M +21% 12.1% 83.7% 117
CWA
5671
Capital Wealth Alliance
Arizona
$124M +$4.61M +4% 5.44% 85% 124
EPIM
5672
Equinox Partners Investment Management
Connecticut
$124M -$29.2M -19% 15.3% 64.3% 13
LFA
5673
Lauterbach Financial Advisors
Texas
$124M +$11.6M +10% 4.45% 58.1% 60
AGFVA
5674
Accel Growth Fund V Associates
California
$124M -$1.59M -1% 0.69% 14.1% 2
GAM
5675
GEM Asset Management
Michigan
$124M +$6.99M +6% 4.8% – 76
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