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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAG
6226
Paladin Advisory Group
Iowa
$121M +$2.49M +2% 9.93% – 262
MAM
6227
MWA Asset Management
Massachusetts
$121M +$17.5M +17% 14.6% – 118
SL
6228
SFM LLC
New Hampshire
$121M – – 10.3% – 57
MMC
6229
Mainsail Management Company
Texas
$121M +$25.1M +26% 26.4% – 2
PF
6230
Penney Financial
Texas
$121M – – 10.1% – 31
DCI
6231
Data Collective IV
California
$121M +$15.2M +14% 16.5% 278% 5
DM
6232
Diker Management
New York
$121M +$8.9M +8% 11.6% 101% 41
RFA
6233
ROI Financial Advisors
Oregon
$121M – – 13% – 62
SWIM
6234
Smallwood Wealth Investment Management
New Jersey
$121M +$11M +10% 10.2% 23.6% 66
CPCP
6235
Cedar Point Capital Partners
Iowa
$121M – – 8.86% – 50
CWM
6236
Cordatus Wealth Management
Pennsylvania
$121M +$11.4M +10% 11.1% 125% 60
TIM
6237
Tikehau Investment Management
France
$121M -$2.07M -2% 14.7% 77.8% 15
KCM
6238
Knoll Capital Management
Florida
$121M +$24.4M +25% 14.8% 256% 41
MCM
6239
M28 Capital Management
Connecticut
$121M +$33.5M +38% 59.9% 247% 11
KCS
6240
Koonce Calvin Scott
$121M +$26.4M +28% 28.1% 67.9% 2
JWWM
6241
Johnson & White Wealth Management
Pennsylvania
$121M +$10.1M +9% 9.61% 48.5% 81
SWM
6242
Schwallier Wealth Management
Michigan
$121M – – 6.69% – 35
LI
6243
LHM Inc
Utah
$121M – – 11.9% – 8
PBM
6244
Propel Bio Management
California
$121M – – 28.1% – 34
DWMS
6245
Dominguez Wealth Management Solutions
Virginia
$121M +$12.3M +11% 8.31% – 59
CI
6246
Carroll Investors
South Carolina
$121M +$7.76M +7% 22.1% 206% 31
CAM
6247
Costello Asset Management
Pennsylvania
$121M +$11.7M +11% 7.76% 53.6% 200
MSRI
6248
Michael S. Ryan Inc
New York
$121M +$15.8M +15% 9.96% – 51
JFG
6249
JDM Financial Group
Texas
$121M +$12.1M +11% 11% – 211
OPW
6250
Oxler Private Wealth
New York
$121M -$78.4M -39% 12.7% 98.2% 93
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250
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