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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FA
6051
Financial Alternatives
California
$104M +$3.66M +4% 4.81% – 80
WBCM
6052
Wilson & Boucher Capital Management
California
$104M +$6.49M +7% 4.99% 55.9% 104
DA
6053
Dover Advisors
Virginia
$104M +$11.3M +12% 6.29% – 101
YEPX
6054
Yorktown Energy Partners X
New York
$104M -$6.7M -6% 3.98% 25.3% 4
CI
6055
CPR Investments
Michigan
$104M +$3.33M +3% 3.83% 46.6% 57
KWA
6056
Kellett Wealth Advisors
Ohio
$104M +$924K +0.9% 1.67% 51.4% 59
IPGDR
6057
Investidor Profissional Gestao de Recursos
Brazil
$104M -$26.2M -20% 2.18% 33.5% 20
BFA
6058
Brown Financial Advisory
Alabama
$104M +$6.95M +7% 5.62% 48% 31
HWMT
6059
Heritage Wealth Management (Texas)
Texas
$104M +$5.27M +5% 4.01% – 28
GWM
6060
Guardian Wealth Management
Illinois
$104M +$2.21M +2% 3.02% 78.2% 263
TPM
6061
Totem Point Management
New York
$104M +$30M +41% 29.5% 369% 18
PU
6062
Petiole USA
New York
$104M -$32.8M -24% 12.4% 36% 39
SC
6063
Swan Capital
Florida
$104M – – 7.03% – 27
OW
6064
Olistico Wealth
Oklahoma
$103M +$11.1M +12% 10.8% – 104
BCM
6065
Basso Capital Management
Connecticut
$103M +$10.3M +11% 5.22% 70.5% 83
SI
6066
SCP Investment
California
$103M -$722K -0.7% 14.3% 68.9% 39
RLWM
6067
RF&L Wealth Management
Massachusetts
$103M +$6.07M +6% 7.07% – 50
SMF
6068
Sterling Manor Financial
New York
$103M +$13M +14% 3.78% 44.9% 71
PCC
6069
Park Circle Company
Maryland
$103M +$519K +0.5% 0.52% 54% 112
MFG
6070
Mainsail Financial Group
Washington
$103M +$4.93M +5% 5.21% – 45
CS
6071
Crescent Sterling
Louisiana
$103M +$9.72M +10% 1.83% – 77
MF
6072
Meridian Financial
Massachusetts
$103M +$7.94M +8% 3.93% 41.5% 99
SFB
6073
STAR Financial Bank
Indiana
$103M +$1.92M +2% 5.16% – 95
CP
6074
Clayton Partners
California
$103M -$2.95M -3% 1.15% 64.1% 39
HGIM
6075
High Ground Investment Management
United Kingdom
$103M -$3.23M -3% 5.09% – 5
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