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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWMG
6351
Sard Wealth Management Group
Georgia
$149M -$2.4M -2% 0.88% – 47
EWM
6352
Endowment Wealth Management
Wisconsin
$149M -$3.19M -2% 0.61% 70.5% 152
LAMC
6353
Longview Asset Management (California)
California
$149M – – 1.77% – 134
CAM
6354
Councilmark Asset Management
Tennessee
$149M -$63.2K -0% 1.7% – 84
CNFG
6355
Creegan & Nassoura Financial Group
New Hampshire
$149M -$9.99M -6% 0.5% 48.6% 77
QHA
6356
Quarry Hill Advisors
Minnesota
$149M -$733K -0.5% 2.81% – 45
SC
6357
Stephenson & Company
California
$149M +$806K +0.5% 2.19% – 41
DWG
6358
Darden Wealth Group
Michigan
$149M +$9.09M +7% 7.72% – 112
ANC
6359
Ames National Corp
Iowa
$149M – – 0.61% – 68
IOOF
6360
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 2.37% 58.2% 12
SC
6361
Schubert & Co
Texas
$148M +$7.9M +6% 6.15% 86.1% 75
LC
6362
Lakehouse Capital
Australia
$148M +$6.2M +4% 10.7% 187% 13
ACM
6363
Ategra Capital Management
Virginia
$148M +$10.9M +8% 10.3% 63.7% 22
CIM
6364
Caldwell Investment Management
Ontario, Canada
$148M +$5.7M +4% 6.71% 165% 37
MF
6365
Manuka Financial
Virginia
$148M – – 0% – 46
BFS
6366
Burr Financial Services
California
$148M +$6.99M +5% 22.2% – 34
AA
6367
Aufman Associates
Pennsylvania
$148M -$7.43M -5% 2.1% 52.3% 65
DC
6368
Diametric Capital
Massachusetts
$148M -$54.2M -27% 17.2% 190% 494
PBPIA
6369
Pivotal bioVenture Partners Investment Advisor
California
$148M -$20.4M -12% 2.01% 761% 12
PVAMC
6370
PPS&V Asset Management Consultants
Michigan
$148M +$2.22M +2% 2.87% – 41
PRP
6371
Peak Retirement Planning
Ohio
$148M – – 1.37% – 96
VAM
6372
Vienna Asset Management
California
$148M +$12.5M +9% 9.58% – 55
AWM
6373
Aegis Wealth Management
Maryland
$148M – – 2.53% – 109
CWA
6374
Cascade Wealth Advisors
Washington
$148M +$7.79M +6% 0.07% – 50
CPCP
6375
Cedar Point Capital Partners
Iowa
$148M +$2.15M +1% 1.26% – 64
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