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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFA
5801
WMG Financial Advisors
Tennessee
$128M – – 5.15% 52.2% 175
MLIM
5802
Mountain Lake Investment Management
Florida
$128M -$21.8M -15% 0.47% 43.2% 30
BWIA
5803
Bryant Woods Investment Advisors
New York
$128M – – 8.49% 54% 33
SMF
5804
Sterling Manor Financial
New York
$128M +$8.18M +7% 8.39% 44.9% 103
MCM
5805
M28 Capital Management
Connecticut
$128M – – 47.2% 247% 12
CIM
5806
Caldwell Investment Management
Ontario, Canada
$128M – – 13.1% 165% 33
IPW
5807
Intergy Private Wealth
Colorado
$128M – – 7.25% 52.6% 48
BWA
5808
Blodgett Wealth Advisors
California
$128M – – 11.8% 120% 83
ACM
5809
Antonetti Capital Management
Florida
$128M +$5.07M +4% 5.4% – 438
ICMP
5810
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$5.42M +4% 0.15% 21.9% 70
HFS
5811
Heritage Financial Services
Massachusetts
$128M – – 8.73% 29.8% 81
MA
5812
MKT Advisors
California
$128M – – 9.63% 46.8% 142
WCM
5813
Wavelength Capital Management
Connecticut
$128M – – 0.13% – 14
BC
5814
Belmont Capital
California
$128M +$4.49M +4% 6.63% 182% 82
SRAM
5815
Spouting Rock Asset Management
Pennsylvania
$128M -$73M -36% 8.31% 74.9% 108
HWMG
5816
Hurlow Wealth Management Group
Indiana
$127M -$40.7M -24% 7.9% 46.6% 96
CCG
5817
Capital CS Group
California
$127M +$19.9M +19% 13.8% 27.2% 96
AWM
5818
Abound Wealth Management
Tennessee
$127M – – 5.64% 42.9% 107
CJFS
5819
Coulter & Justus Financial Services
Tennessee
$127M – – 4.09% – 50
PCM
5820
Piedmont Capital Management
Montana
$127M +$1.92M +2% 9.29% 68% 49
PIG
5821
Pantheon Investment Group
California
$127M +$10.9M +9% 9.93% – 79
WB
5822
West Bancorporation
Iowa
$127M – – 12.4% 57.1% 315
RWIA
5823
Roger Wittlin Investment Advisory
California
$127M – – 4.47% 40.4% 26
SWM
5824
Shelton Wealth Management
Texas
$127M – – 6.15% 53.7% 71
CRIG
5825
Charter Research & Investment Group
Connecticut
$127M +$6.51M +5% 9.82% 54.7% 87
231 232
233
234 235