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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WFI
3476
West Family Investments
California
$224M -$183M -45% 10.2% 62.2% 103
LWA
3477
Lineweaver Wealth Advisors
Ohio
$224M +$27.1M +14% 6.85% 52.3% 91
TSS
3478
Thomas Story & Son
Indiana
$224M +$13.7M +7% 11.1% 60.3% 63
LJHT
3479
Laurie J. Hall Trustee
$224M 9.41% 82.5% 326
BMC
3480
Benin Management Corp
Connecticut
$224M +$1.4M +0.6% 10.5% 67.6% 91
FCM
3481
Firestone Capital Management
Florida
$223M +$7.82M +4% 5.89% 40.5% 470
JFA
3482
Johanson Financial Advisors
California
$223M +$23.2M +12% 10% 96.1% 101
SSI
3483
Scott & Selber Inc
Texas
$223M +$21.2M +11% 12.7% 110% 89
GEA
3484
Glen Eagle Advisors
New Jersey
$223M +$28.5M +15% 8.6% 62.2% 974
MWP
3485
Moller Wealth Partners
$223M -$5.55M -2% 4.12% 25.7% 49
BWM
3486
Buckley Wealth Management
Nevada
$223M +$2.29M +1% 7.31% 67.6% 125
AWM
3487
Apollon Wealth Management
South Carolina
$223M +$41.7M +23% 10.1% 71.3% 770
BWP
3488
Bernardo Wealth Planning
Pennsylvania
$222M +$36M +19% 11.1% 46.7% 161
SCP
3489
Syntal Capital Partners
Texas
$222M +$10.3M +5% 10.8% 102% 132
OC
3490
Oarsman Capital
Wisconsin
$222M +$19.6M +10% 6.68% 60.6% 183
KCM
3491
Knighthead Capital Management
New York
$222M -$59.6M -21% 1.21% 10.9% 15
CCM
3492
Crestwood Capital Management
New York
$221M +$36.2M +20% 15.7% 198% 28
TSWM
3493
Triangle Securities Wealth Management
North Carolina
$221M +$12.2M +6% 8.03% 63.7% 164
JCIA
3494
Jackson Creek Investment Advisors
Colorado
$221M 9.83% 169% 307
RFN
3495
RDA Financial Network
Iowa
$221M +$20.3M +10% 6.45% 72.7% 233
AMM
3496
American Money Management
California
$221M +$6.29M +3% 7.93% 58.1% 81
GCMG
3497
Gyroscope Capital Management Group
Florida
$220M +$20K +0% 4.25% 24.3% 125
FHC
3498
Forest Hill Capital
Arkansas
$220M -$11.9M -5% 1.79% 51.1% 47
KLI
3499
Kelman-Lazarov Inc
Tennessee
$220M +$4.27M +2% 8.95% 41.2% 76
BCM
3500
Birmingham Capital Management
Alabama
$220M +$14.7M +7% 9.61% 55.4% 98