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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PRI
5876
Prepared Retirement Institute
Pennsylvania
$175M +$9.96M +6% 0.85% – 84
DCM
5877
Delta Capital Management
New Jersey
$175M +$1.65M +1% 2.39% 50.3% 108
HM
5878
Heronetta Management
New York
$175M +$11.5M +7% 4.81% 46% 24
GFL
5879
Granite FO LLC
New Hampshire
$175M -$1.62M -0.9% 0.62% – 186
BWA
5880
BCU Wealth Advisors
Illinois
$175M +$7.28M +4% 2.03% – 57
PMIA
5881
Patrick Mauro Investment Advisor
Illinois
$175M -$14.7M -8% 5.9% 25.1% 43
CCM
5882
Ciovacco Capital Management
Georgia
$175M +$3.95M +2% 2.53% 79.2% 28
WCAU
5883
Working Capital Advisors (UK)
United Kingdom
$175M +$22.5M +15% 18.6% 20.1% 3
BCM
5884
BluePointe Capital Management
California
$175M +$20.4M +13% 4.23% – 101
KL
5885
KilterHowling LLC
Colorado
$175M +$15.5M +10% 0.52% 43.1% 52
HAS
5886
Horizon Advisory Services
New York
$175M -$44.6M -20% 0.94% – 67
PWP
5887
Pursue Wealth Partners
California
$175M -$8.3M -5% 4.88% 99.9% 129
CWM
5888
CarsonAllaria Wealth Management
Illinois
$175M +$288K +0.2% 1.2% 38.8% 405
SRA
5889
Secured Retirement Advisors
Minnesota
$175M +$35.8M +26% 0.3% – 163
CWP
5890
Core Wealth Partners
California
$174M +$9.58M +6% 3.14% – 172
AWAP
5891
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$174M +$762K +0.4% 0.45% 48.2% 146
DA
5892
Dover Advisors
Virginia
$174M -$1.84M -1% 0.25% – 145
FWM
5893
Finer Wealth Management
Massachusetts
$174M +$12.4M +8% 11.7% 114% 85
TFG
5894
Team Financial Group
California
$174M +$6.24M +4% 0.55% – 38
KHC
5895
Koesten Hirschmann & Crabtree
Kansas
$174M +$2.7M +2% 1.17% – 212
S
5896
Sanofi
France
$174M – – 1% – 9
EFS
5897
Econ Financial Services
Pennsylvania
$174M -$4.47M -3% 3.67% 8.75% 113
CC
5898
Corton Capital
Ontario, Canada
$174M -$31.4M -15% 19.1% 186% 691
MFG
5899
Midwest Financial Group
Kansas
$174M +$3.86M +2% 0.89% – 116
FP
5900
Factorial Partners
New York
$174M +$336K +0.2% 1.9% 69.8% 79
234 235
236
237 238