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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAM
7001
Pacific Asset Management
Washington
$112M +$5.17M +5% 1.06% – 53
HTWM
7002
Hartmann Taylor Wealth Management
Texas
$112M – – 1.47% – 51
EFMH
7003
E Fund Management (HK)
Hong Kong
$112M -$13.8M -11% 11.1% 67.8% 189
SSCM
7004
Seven Six Capital Management
New York
$111M -$3.61M -3% 9.01% – 30
SFG
7005
Synergy Financial Group
California
$111M -$8.55M -7% 8.8% 192% 113
IWM
7006
IMG Wealth Management
Florida
$111M +$3.24M +3% 2.06% – 302
PW
7007
Paladin Wealth
Minnesota
$111M -$4.4M -4% 1.49% – 104
CCP
7008
Cushing Capital Partners
Wisconsin
$111M +$7.42M +7% 0.63% – 95
CPA
7009
Clear Point Advisors
New York
$111M -$5.73M -5% 1.51% – 109
CFG
7010
Cornerstone Financial Group
Nebraska
$111M +$9.69M +10% 0.01% – 68
AWM
7011
Apex Wealth Management
New Hampshire
$111M -$4.7M -4% 4.44% – 51
HFCIV
7012
H&F Corporate Investors VIII
California
$111M +$31.5M +40% 39.6% 23.5% 1
JAA
7013
Joel Adams & Associates
North Carolina
$111M +$1.07M +1% 0.02% – 62
CNBOF
7014
City National Bank of Florida
Florida
$111M +$1.46M +1% 2.55% – 131
MFC
7015
Miramar Fiduciary Corp
Nevada
$111M +$12M +12% 6.63% – 5
OF
7016
Outfitter Financial
Maine
$111M -$13.8M -11% 1.14% 71.1% 85
FCMI
7017
Foresite Capital Management IV
California
$111M +$2.27M +2% 21.6% 1.86% 5
GCM
7018
Generation Capital Management
New York
$111M -$5.63M -5% 1.97% – 84
DAS
7019
DMKC Advisory Services
Iowa
$111M +$770K +0.7% 1.59% – 58
IMC
7020
Investment Management Corporation
Virginia
$111M -$832K -0.7% 0.06% – 205
APC
7021
Alpine Peaks Capital
New York
$111M -$10.9M -9% 4.49% 37% 25
CT
7022
ClearAlpha Technologies
Connecticut
$111M -$5.61M -5% 7.61% – 122
WCM
7023
Winebrenner Capital Management
Kentucky
$111M -$18.9M -15% 0.92% – 133
MWM
7024
Mittelman Wealth Management
Massachusetts
$111M +$3.36M +3% 0.36% – 35
GF
7025
Gimbal Financial
Indiana
$111M -$11.4M -9% 5.59% – 52
279 280
281
282 283