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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NIWA
5701
New Insight Wealth Advisors
California
$160M +$11.7M +8% 5.59% – 85
CBT
5702
CoreFirst Bank & Trust
Kansas
$160M +$9.5M +6% 7.71% 48.5% 371
LA
5703
Latitude Advisors
Florida
$160M +$17.5M +12% 8.36% 56.9% 197
V
5704
ViaWealth
Kansas
$160M +$14.5M +10% 10.9% – 158
VWM
5705
Vivid Wealth Management
Iowa
$160M +$12.8M +9% 9.62% – 71
RDIA
5706
RE Dickinson Investment Advisors
Iowa
$160M +$9.44M +6% 6.21% 2.26% 253
NC
5707
Nucleo Capital
Brazil
$160M -$74.9M -32% 22.7% – 3
OL
5708
Owen LaRue
Kentucky
$160M +$54.7M +52% 11.1% – 96
JKSF
5709
John & Kathleen Schreiber Foundation
Illinois
$160M -$15.4M -9% 0.58% 61.7% 3
GMFG
5710
Greater Midwest Financial Group
Minnesota
$160M +$12.7M +9% 11.1% – 55
SIM
5711
SummerHaven Investment Management
Connecticut
$160M +$3.91M +3% 4.98% 98.9% 196
FAM
5712
Family Asset Management
South Carolina
$160M +$10.2M +7% 6.16% – 196
BM
5713
Bislett Management
California
$160M +$3.34M +2% 4.01% 28.9% 16
CASB
5714
Cape Ann Savings Bank
Massachusetts
$160M +$8.25M +5% 7.03% 53.2% 89
PWM
5715
Power Wealth Management
Georgia
$159M +$21.8M +16% 5.67% – 106
MPW
5716
MGO Private Wealth
California
$159M +$13.9M +10% 6.02% 42.9% 84
GPI
5717
General Partner Inc
Pennsylvania
$159M +$40.2M +34% 8.49% – 174
PPW
5718
PACK Private Wealth
Minnesota
$159M +$10.7M +7% 5.3% 38.8% 40
FWS
5719
FinDec Wealth Services
California
$159M +$9.45M +6% 7.39% – 45
KDIA
5720
KPCB DGF II Associates
California
$159M +$49.9M +46% 53.4% 68.6% 2
SWM
5721
Shelton Wealth Management
Texas
$159M +$18.2M +13% 8.52% 53.7% 119
CWM
5722
CarsonAllaria Wealth Management
Illinois
$159M +$19.5M +14% 5.67% 38.8% 418
SI
5723
SCP Investment
California
$159M +$26.8M +20% 6.38% 68.9% 57
PPWM
5724
PFG Private Wealth Management
Florida
$159M +$10.3M +7% 5.85% 39.9% 243
PHWM
5725
Pine Harbor Wealth Management
Maryland
$159M +$27.5M +21% 8.31% – 101
227 228
229
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