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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BWA
3526
Burt Wealth Advisors
Maryland
$379M -$14.9M -4% 2.19% 41.3% 124
BWP
3527
Balboa Wealth Partners
Arizona
$379M +$63.7M +20% 8.57% 170% 357
GC
3528
GPI Capital
New York
$379M -$67.5M -15% 17.5% 259% 5
FRGX
3529
First Reserve GP XIII
Connecticut
$379M +$11.4M +3% 3.12% 56.1% 1
MMG
3530
Monetary Management Group
Missouri
$378M +$19.3M +5% 6.77% 100% 333
CF
3531
Convergence Financial
Missouri
$378M +$136M +56% 2.42% 45.2% 151
CIC
3532
Canal Insurance Company
South Carolina
$378M -$10.1M -3% 0.95% 51.2% 80
EC
3533
Elequin Capital
New York
$378M -$143M -27% 3.72% 28.5% 398
GFA
3534
Gifford Fong Associates
California
$377M +$14.8M +4% 5.73% 147% 129
EWA
3535
Encompass Wealth Advisors
Oregon
$377M +$727K +0.2% 1.97% 44.9% 330
PIM
3536
Progressive Investment Management
Oregon
$377M +$12.8M +4% 7.28% 99.5% 64
ACA
3537
Ackerman Capital Advisors
Texas
$377M +$15.3M +4% 1.64% 26.5% 110
IBOK
3538
Independence Bank of Kentucky
Kentucky
$377M +$43.3M +13% 2.49% 61.8% 551
MWM
3539
Mascoma Wealth Management
New Hampshire
$377M +$25.5M +7% 1.65% 33.2% 509
HI
3540
Humankind Investments
New York
$377M -$1.21M -0.3% 2.22% 48.9% 168
DW30
3541
Drucker Wealth 3.0
New Jersey
$377M – – 1.96% – 149
WAM
3542
Warberg Asset Management
Illinois
$376M -$48.5M -11% 0.26% 19.6% 283
KAS
3543
KPP Advisory Services
Kentucky
$376M +$11.9M +3% 1.29% – 255
AAMA
3544
Advanced Asset Management Advisors
Ohio
$376M -$28.4M -7% 3.73% 60.3% 96
MIA
3545
Milestone Investment Advisors
Wisconsin
$376M +$5.28M +1% 1.76% – 140
MAC
3546
Mason & Associates (California)
California
$376M +$1.07M +0.3% 1.95% 40.9% 119
SL
3547
Systelligence LLC
Minnesota
$376M -$6.54M -2% 0.16% 35.6% 49
NL
3548
NVWM LLC
Pennsylvania
$376M +$11.3M +3% 4.27% 89.5% 691
CWAG
3549
Compton Wealth Advisory Group
Virginia
$375M +$9.84M +3% 2.31% 53.8% 108
MWP
3550
Moller Wealth Partners
$375M +$5.7M +2% 0.73% 25.7% 66
140 141
142
143 144