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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NWMG
6101
National Wealth Management Group
Ohio
$104M -$3.1M -3% 0.33% 54.2% 139
EBWM
6102
Eagle Bluffs Wealth Management
Missouri
$104M +$7.87M +8% 8.2% 62.2% 69
SC
6103
Settian Capital
New York
$104M -$12M -10% 0.95% 78.7% 40
PWA
6104
Pillar Wealth Advisors
Pennsylvania
$104M -$1.51M -1% 4.4% 21.9% 58
D
6105
Dentgroup
Louisiana
$104M -$2.49M -2% 2.81% 47.2% 90
DSCM
6106
Del-Sette Capital Management
New York
$103M -$627K -0.6% 1.73% 85.3% 36
CGA
6107
Channing Global Advisors
Florida
$103M -$2.05M -2% 1.91% 109% 43
TWM
6108
Trevian Wealth Management
Massachusetts
$103M -$953K -0.9% 6.05% 107% 45
TMC
6109
TVL Management Corporation
California
$103M -$57M -36% 28.6% – 3
FCC
6110
Florin Court Capital
United Kingdom
$103M -$55.8M -35% 2.19% 75% 36
EWS
6111
Evergreen Wealth Solutions
Pennsylvania
$103M -$7.17M -6% 4.18% 69.7% 99
RAM
6112
RK Asset Management
Michigan
$103M -$10.2M -9% 4.4% – 22
MVA
6113
Mount Vernon Associates
Maryland
$103M -$12.4M -11% 6.93% 112% 56
ACM
6114
Arrow Capital Management
New York
$103M -$57.9M -36% 12.9% – 10
GBA
6115
Garrison Bradford & Associates
New York
$103M -$8.56M -8% 1.85% 51.9% 58
ROC
6116
River Oaks Capital
Minnesota
$103M -$5.15M -5% 2.64% – 56
SW
6117
Simplicity Wealth
New Jersey
$103M -$82.6M -45% 5.18% 54.5% 72
GCM
6118
GuideStone Capital Management
Texas
$103M -$1.74M -2% 1.67% 50.1% 1
SPWG
6119
Sage Private Wealth Group
Illinois
$103M +$22.4M +28% 7.29% 40% 186
IFS
6120
Intelligent Financial Strategies
Minnesota
$103M -$8.59M -8% 2.8% 67% 117
RK
6121
Rather & Kittrell
Tennessee
$103M -$11.1M -10% 3.61% 34.9% 338
PPWM
6122
Paragon Private Wealth Management
Kentucky
$102M -$10.3M -9% 2.72% 67.7% 118
KL
6123
KCK Ltd
Bermuda
$102M -$39.1M -28% 26.7% – 4
DAM
6124
Derbend Asset Management
Georgia
$102M +$0 0% 5.02% 24.1% 85
MIM
6125
Meixler Investment Management
Arizona
$102M +$5.23M +5% 12.1% 56.5% 94
243 244
245
246 247