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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MPIM
5826
McGinn Penninger Investment Management
Virginia
$153M +$14.9M +11% 8.54% 60.8% 25
BB
5827
Burford Brothers
Texas
$152M +$10.9M +8% 8.42% – 158
SWP
5828
Significant Wealth Partners
Illinois
$152M +$15M +11% 4.3% – 207
LFA
5829
Lauterbach Financial Advisors
Texas
$152M +$8.83M +6% 8.51% 58.1% 69
OR
5830
Olympiad Research
Connecticut
$152M +$25.2M +20% 4.99% – 502
OPPS
5831
Obsidian Personal Planning Solutions
Maryland
$152M +$20.9M +16% 5.41% 41.2% 105
OCM
5832
Orleans Capital Management
Louisiana
$152M +$3.42M +2% 8.65% 62.7% 86
PGF
5833
Plan Group Financial
Oklahoma
$152M +$38.3M +34% 5.96% – 98
FWM
5834
Finer Wealth Management
Massachusetts
$152M +$18M +13% 15.3% 114% 83
WB
5835
West Bancorporation
Iowa
$152M -$2.76M -2% 6.33% 57.1% 110
CA
5836
Corrado Advisors
New Jersey
$152M +$29.9M +24% 5.2% 37.9% 108
4FG
5837
4Thought Financial Group
New York
$152M +$13.7M +10% 4.63% 31.4% 115
CCP
5838
Clarity Capital Partners
California
$152M +$10.3M +7% 16.2% – 133
GPW
5839
Gray Private Wealth
Massachusetts
$152M – – 8.39% – 37
MA
5840
McBroom & Associates
Nevada
$152M +$14.7M +11% 18.6% 157% 34
SWA
5841
Sightline Wealth Advisors
Connecticut
$152M +$20.3M +15% 5.6% 37.2% 80
FD
5842
Financial Designs
California
$152M +$29.4M +24% 5.92% – 19
BDCM
5843
Black Diamond Capital Management
Connecticut
$152M +$12.1M +9% 0.78% 28.2% 13
BF
5844
Brogan Financial
Tennessee
$151M +$16M +12% 7.51% – 51
PCM
5845
Palouse Capital Management
Washington
$151M +$11.2M +8% 6.5% 33.9% 151
HHRDM
5846
H&H Retirement Design & Management
Nevada
$151M -$7.31M -5% 3.53% 23.7% 88
LAM
5847
LifePro Asset Management
California
$151M +$22.2M +17% 8.89% 49% 144
WAM
5848
Walker Asset Management
Missouri
$151M +$12.9M +9% 9.84% 52.5% 142
ECM
5849
Element Capital Management
New York
$151M +$122M +412% 14.6% 32.4% 64
SCM
5850
Superstring Capital Management
New York
$151M +$11.1M +8% 21.2% – 47
232 233
234
235 236