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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OBWP
3426
O'Brien Wealth Partners
Massachusetts
$317M +$65.4M +26% 7.11% 41.6% 63
EWM
3427
EPG Wealth Management
Georgia
$317M +$54.4M +21% 6.53% 72% 424
IP
3428
Intellectus Partners
California
$317M +$29.6M +10% 12.3% 116% 279
LWM
3429
LJI Wealth Management
Indiana
$317M +$31.2M +11% 6.53% – 171
ECM
3430
Elgethun Capital Management
South Dakota
$316M +$39.4M +14% 3.29% 60% 131
SAM
3431
SignalPoint Asset Management
Missouri
$316M +$29.1M +10% 6.96% 36% 223
AC
3432
Annandale Capital
Texas
$316M +$13.1M +4% 4.61% 43% 141
GPWA
3433
Great Point Wealth Advisors
Massachusetts
$316M +$17.3M +6% 6.81% 13.5% 62
BL
3434
BCWM LLC
Kansas
$315M +$11.6M +4% 2.38% – 63
IFS
3435
Ifrah Financial Services
Arkansas
$315M +$10.6M +3% 5.34% 43.1% 215
VSI
3436
Verde Servicos Internacionais
Brazil
$315M +$25.1M +9% 10.7% 157% 46
TF
3437
TLWM Financial
Texas
$315M +$38.9M +14% 5.9% 42.1% 70
CWM
3438
Compass Wealth Management
Connecticut
$315M +$9.55M +3% 5.77% – 425
ALAM
3439
Asahi Life Asset Management
Japan
$315M +$12.3M +4% 7.71% 101% 257
CC
3440
Carrhae Capital
United Kingdom
$315M +$1.23M +0.4% 10.9% 103% 31
CBTWT
3441
Community Bank & Trust (Waco, Texas)
Texas
$314M +$7.83M +3% 5.4% 65.7% 142
BAM
3442
Brave Asset Management
New Jersey
$314M +$19.7M +7% 5.82% 50.1% 162
SC
3443
Saybrook Capital
North Carolina
$314M +$13.1M +4% 4.8% 59.6% 45
BCM
3444
Blume Capital Management
California
$314M +$18.9M +6% 6.71% 63.8% 338
FPTW
3445
Franklin, Parlapiano, Turner & Welch
Texas
$314M +$9.39M +3% 4.16% 41.1% 50
IAS
3446
Insigneo Advisory Services
Florida
$314M +$49.9M +19% 13.1% – 300
JCP
3447
Jennifer C. Price
$314M -$104M -25% 1.74% – 85
CCT
3448
Capital City Trust
Florida
$314M +$10.6M +3% 3.91% 73.6% 121
RW
3449
REDW Wealth
New Mexico
$314M +$25.3M +9% 5.83% 43.2% 149
ACM
3450
Atalaya Capital Management
New York
$314M -$245M -44% 5.94% 10.8% 313
136 137
138
139 140