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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WAM
6501
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 1.98% 78.7% 103
LIM
6502
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 7.13% 62.1% 6
VAG
6503
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 0.54% – 27
CIM
6504
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 5.1% 165% 39
PP
6505
Pingora Partners
Wyoming
$135M -$17.8M -12% 8.4% – 233
TIM
6506
Tevis Investment Management
Texas
$135M +$0 0% 3.12% 53.4% 96
CA
6507
Continental Advisors
Utah
$135M +$2.94M +2% 1.1% 26.3% 35
PWM
6508
Palacios Wealth Management
Florida
$135M +$42.1M +45% 6.09% – 67
CPL
6509
Capital & Planning LLC
Georgia
$135M -$2.09M -2% 0.35% – 192
BG
6510
BRX Global
New York
$135M -$6.82M -5% 2.98% 165% 4
SCP
6511
Sender Company & Partners
New York
$135M +$54.1M +67% 8.61% 7.82% 94
PWSG
6512
Pacific Wealth Strategies Group
California
$135M -$9.27M -6% 4.93% 81.1% 58
MP
6513
MSD Partners
New York
$134M -$7.76M -5% 6.26% 68.4% 9
CIAM
6514
Caitong International Asset Management
Hong Kong
$134M +$32.4M +32% 30% – 2,616
GK
6515
Graney & King
New York
$134M +$1.93M +1% 3.23% – 354
SGC
6516
Slocum, Gordon & Co
Rhode Island
$134M +$12.7M +10% 6.77% – 145
WBCM
6517
Wilson & Boucher Capital Management
California
$134M -$6.94M -5% 2.01% 55.9% 114
GC
6518
Glenorchy Capital
Australia
$134M -$5.29M -4% 0.07% – 62
PFA
6519
Pillar Financial Advisors
Kentucky
$134M +$3.55M +3% 1.38% – 117
HPC
6520
Highland Peak Capital
Connecticut
$134M -$10.1M -7% 4.67% – 22
BFM
6521
Broadview Financial Management
Wisconsin
$134M -$5.76M -4% 1.19% 42% 41
ACM
6522
Alethea Capital Management
Washington
$134M +$17.2M +15% 21.2% 162% 31
MCWA
6523
Meadow Creek Wealth Advisors
Georgia
$134M -$4.89M -4% 0.98% – 142
PIM
6524
Peregrine Investment Management
Ontario, Canada
$134M -$38.4M -22% 16.6% – 26
EFG
6525
Erickson Financial Group
Pennsylvania
$134M -$6.5M -5% 4.19% 55.4% 26
259 260
261
262 263