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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PFA
6101
Petra Financial Advisors
Colorado
$101M +$10.1M +11% 3.52% – 107
OC
6102
Oppenheimer & Close
New York
$101M -$759K -0.7% 2.88% 97.6% 62
APW
6103
Axim Planning & Wealth
Ohio
$101M +$3.69M +4% 3.24% 52% 29
GCM
6104
Granby Capital Management
Florida
$101M -$34M -25% 2.61% 37.7% 29
CI
6105
Chartist Inc
California
$101M – – 6.68% – 22
SMWM
6106
Silvia McColl Wealth Management
California
$101M -$915K -0.9% 4.51% – 107
CIM
6107
Caldwell Investment Management
Ontario, Canada
$101M +$6.11M +6% 8.13% 165% 31
ACL
6108
Applied Capital LLC
Florida
$101M +$697K +0.7% 4.88% – 80
EFG
6109
Erickson Financial Group
Pennsylvania
$101M +$8.4M +9% 8.66% 55.4% 23
PTCG
6110
Pring Turner Capital Group
California
$101M +$8.99M +10% 2.3% 64.9% 61
CC
6111
Copperleaf Capital
North Carolina
$101M +$13.7M +16% 7.43% 73.4% 81
SEA
6112
Stegent Equity Advisors
Texas
$101M +$17M +20% 1.41% 52.6% 66
SSWM
6113
Strait & Sound Wealth Management
California
$101M +$8.98M +10% 15.8% – 114
SAG
6114
Spotlight Asset Group
Illinois
$101M – – 12.8% – 76
LHA
6115
Little Harbor Advisors
Massachusetts
$100M -$22.5M -18% 6.23% 53% 4
KA
6116
Kearns & Associates
California
$100M +$5.48M +6% 6.88% 58.5% 42
NSG
6117
Nalls Sherbakoff Group
Tennessee
$100M – – 4.86% – 517
VCWA
6118
Vanguard Capital Wealth Advisors
Colorado
$100M +$14M +16% 15% 130% 134
PWA
6119
Pillar Wealth Advisors
Pennsylvania
$100M -$3.37M -3% 5.44% 21.9% 69
RIA
6120
Richwood Investment Advisors
Ohio
$100M +$856K +0.9% 2.64% 51% 107
BFG
6121
Buttonwood Financial Group
Missouri
$100M -$9.79M -9% 7.36% 53.8% 35
GIM
6122
Growth Interface Management
Florida
$100M +$16.4M +20% 13.8% 12% 10
MFG
6123
Mendota Financial Group
Wisconsin
$100M +$21.7M +28% 7.47% – 367
MWM
6124
Melfa Wealth Management
Massachusetts
$100M +$4.35M +5% 2.81% – 142
HA
6125
Hofer & Associates
California
$100M -$343K -0.3% 4.68% 52.8% 52
243 244
245
246 247