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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KWM
2601
Keebeck Wealth Management
Illinois
$694M +$3.65M +0.5% 1.89% 66.9% 298
MFWP
2602
Mosaic Family Wealth Partners
Missouri
$693M +$19.3M +3% 0.31% – 222
MIG
2603
McGuire Investment Group
Rhode Island
$693M -$17.5M -2% 1.6% 103% 119
WAM
2604
Wallington Asset Management
Indiana
$692M -$25.6M -4% 0.66% 58.6% 99
WIC
2605
Wilkins Investment Counsel
Massachusetts
$692M -$31.6M -4% 2.98% 34.3% 130
CM
2606
Condire Management
Texas
$691M -$105M -13% 8.83% 114% 21
PRS
2607
Pinkerton Retirement Specialists
Idaho
$689M +$1.83M +0.3% 0.41% 67.2% 166
LP
2608
LGL Partners
Pennsylvania
$689M -$23.1M -3% 2.97% 56.7% 133
GA
2609
Goldstein Advisors
Wisconsin
$689M +$30.7M +5% 0.29% – 212
PP
2610
Passaic Partners
New Jersey
$688M +$20.1M +3% 3.35% 44.8% 14
ARAM
2611
Ardmore Road Asset Management
New York
$686M -$89.8M -12% 13.5% 208% 53
KWMG
2612
King Wealth Management Group
Florida
$686M +$43.8M +7% 2.5% 82.6% 165
AWM
2613
Aprio Wealth Management
Georgia
$685M +$60.1M +10% 2.16% 42.6% 330
FPGK
2614
Financial Partners Group (Kansas)
Kansas
$685M +$9.71M +1% 1.5% 49.2% 201
FSA
2615
Fort Sheridan Advisors
Illinois
$685M +$26M +4% 3.91% 80.3% 264
FAM
2616
Flaharty Asset Management
Florida
$685M -$26.3M -4% 0.76% 26.5% 454
CC
2617
Covalis Capital
United Kingdom
$684M +$13.9M +2% 1.28% 3.46% 86
NAS
2618
NWF Advisory Services
California
$682M – – 2.97% – 274
DLP
2619
De Lisle Partners
United Kingdom
$682M +$65.2M +11% 5.23% – 203
LIA
2620
LS Investment Advisors
Michigan
$682M +$5.13M +0.8% 2.63% 68.7% 141
AGA
2621
Arkos Global Advisors
Texas
$682M -$8.33M -1% 1.63% 31.4% 137
BWP
2622
BSW Wealth Partners
Colorado
$681M +$55.8M +9% 0.72% 59% 325
KPF
2623
K2 Principal Fund
Ontario, Canada
$681M +$79.7M +13% 6.94% 37.6% 382
RWP
2624
Revolve Wealth Partners
New Jersey
$681M +$26.4M +4% 0.67% 50.5% 229
VCM
2625
Vision Capital Management
Oregon
$681M -$28.9M -4% 0.16% 56.5% 134
103 104
105
106 107