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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PBK
6301
Peoples Bank (Kansas)
Kansas
$128M +$3.09M +2% 8.57% – 281
LFGH
6302
Lee Financial Group Hawaii
Hawaii
$128M +$10.4M +9% 8.68% 12.9% 31
PU
6303
Petiole USA
New York
$128M -$7.47M -6% 2.17% 36% 40
CCM
6304
Cambridge Capital Management
Illinois
$128M +$9.63M +8% 6.08% – 33
IVGAI
6305
Index Venture Growth Associates III
Jersey
$128M +$32.3M +34% 57% 825% 2
MCM
6306
Masterton Capital Management
New York
$128M +$11.9M +10% 1.12% 0.56% 17
DWG
6307
Darden Wealth Group
Michigan
$128M +$23.6M +23% 22.1% – 115
SA
6308
SFI Advisors
New Jersey
$128M +$10.4M +9% 5.48% 54.5% 103
EFG
6309
Erickson Financial Group
Pennsylvania
$128M +$7.19M +6% 6.89% 55.4% 23
MCA
6310
Martin Capital Advisors
Texas
$127M +$9.06M +8% 11.5% 107% 67
MGW
6311
MB Generational Wealth
Washington
$127M +$20.9M +20% 7.65% – 62
IDP
6312
In-Depth Partners
Florida
$127M +$12.9M +11% 10.3% 143% 12
RCWM
6313
Royal Capital Wealth Management
Indiana
$127M +$11.8M +10% 11.8% 77.2% 100
MSA
6314
McAlister Sweet & Associates
Texas
$127M +$19.6M +18% 10.3% 73.9% 34
MLRA
6315
Main Line Retirement Advisors
Montana
$127M +$12.1M +11% 4.82% – 38
GIM
6316
Greenwich Investment Management
Connecticut
$127M -$6.03M -5% 2.86% – 40
MAM
6317
Marketfield Asset Management
New York
$127M +$3.95M +3% 11.8% 61.5% 37
RFA
6318
ROI Financial Advisors
Oregon
$127M +$6.33M +5% 15.5% – 65
TA
6319
TCM Advisors
West Virginia
$127M +$3.86M +3% 3.42% 15.7% 62
WFL
6320
Wealth Forward LLC
North Dakota
$127M +$8.66M +7% 4.82% – 32
DWMS
6321
Dominguez Wealth Management Solutions
Virginia
$127M +$6.43M +5% 4.65% – 57
WBCM
6322
Wilson & Boucher Capital Management
California
$127M +$8.18M +7% 8.78% 55.9% 111
AP
6323
Aspect Partners
Virginia
$127M -$28.4M -18% 5.29% – 574
MSRI
6324
Michael S. Ryan Inc
New York
$127M +$6.2M +5% 5.36% – 54
BIA
6325
Benchmark Investment Advisors
Illinois
$127M +$18.8M +17% 25% 90.3% 96
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