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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MPIM
5901
McGinn Penninger Investment Management
Virginia
$138M +$10.6M +8% 14.2% 60.8% 26
FCMT
5902
Founders Capital Management (Texas)
Texas
$138M +$6.68M +5% 8.83% 62% 410
PWM
5903
Power Wealth Management
Georgia
$138M – – 8.8% – 93
CP
5904
CPV Partners
Connecticut
$138M -$18.4M -12% 11% 24.1% 6
CFC
5905
Client First Capital
California
$138M -$565K -0.4% 5.16% 33.5% 21
AWS
5906
Aspen Wealth Strategies
Colorado
$138M +$9.32M +7% 10.6% – 83
LA
5907
Lane & Associates
New Jersey
$137M +$13M +10% 10.3% – 108
WF
5908
Williams Financial
Vermont
$137M +$5.73M +4% 7.68% 21.1% 30
BFG
5909
Buttonwood Financial Group
Missouri
$137M +$357K +0.3% 9.9% 53.8% 29
SWP
5910
Significant Wealth Partners
Illinois
$137M – – 6.82% – 147
HCCM
5911
Hudson Canyon Capital Management
New York
$137M +$15.1M +12% 15.2% 136% 56
TBC
5912
Ted Buchan & Co
California
$137M +$12.8M +10% 9.73% – 84
PCM
5913
Piedmont Capital Management
Montana
$137M +$11.8M +9% 11.2% 68% 50
MA
5914
McBroom & Associates
Nevada
$137M +$11.6M +9% 14.2% 157% 36
EC
5915
EdgeRock Capital
Colorado
$137M -$27.3M -17% 9.81% 60.8% 355
CCC
5916
Chesapeake Capital Corp
Florida
$137M – – 16% – 143
CTFG
5917
Capstone Triton Financial Group
Oklahoma
$137M +$294K +0.2% 11.6% – 108
MCA
5918
Magnolia Capital Advisors
Mississippi
$137M +$32.8M +31% 9.43% 65.3% 96
WPWM
5919
Western Pacific Wealth Management
Illinois
$137M +$15M +12% 12.8% 62% 284
AI
5920
Anchor IV
Singapore
$137M +$24.8M +22% 22.2% – 1
LCM
5921
Lonestar Capital Management
California
$137M -$17.4M -11% 4.63% 45.2% 28
OFA
5922
Onyx Financial Advisors
Idaho
$137M +$20.5M +18% 10.2% – 15
GC
5923
Gould Capital
Washington
$137M +$13M +10% 11.4% 50.2% 199
FWA
5924
FSC Wealth Advisors
New York
$137M +$40.1M +42% 8.09% 37.5% 297
DIS
5925
Diversified Investment Strategies
Louisiana
$136M +$4.63M +4% 14.7% 86.2% 48
235 236
237
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