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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
3676
Cordatus Wealth Management
Pennsylvania
$182M +$42.9M +31% 25.1% 125% 125
MFT
3677
Moisand Fitzgerald Tamayo
Florida
$182M +$28.3M +18% 16.8% 35.1% 346
KIC
3678
Keating Investment Counselors
Florida
$182M +$17.9M +11% 17.4% 23.8% 64
ATFA
3679
All Terrain Financial Advisors
Minnesota
$181M -$11.2M -6% 17.1% 45.2% 118
FTS
3680
Fifth Third Securities
Ohio
$181M +$71.2M +65% 13.8% 43.7% 70
CSM
3681
CAMG Solamere Management
North Carolina
$181M -$8.82M -5% 21% 51.8% 120
NFGCM
3682
Norman Fields Gottscho Capital Management
New York
$181M +$23.8M +15% 17.8% 85% 66
HCIA
3683
Hochman Cole Investment Advisors
Illinois
$181M +$35.7M +24% 20% 42.7% 115
PRWA
3684
Platte River Wealth Advisors
Colorado
$181M – – 20.2% 28.6% 84
SFS
3685
Shaker Financial Services
Virginia
$181M +$33.1M +22% 13.8% 7.48% 189
AWM
3686
Apollon Wealth Management
South Carolina
$181M +$83.6M +86% 31.1% 71.3% 765
IC
3687
Inscription Capital
Texas
$181M +$30.8M +20% 20% – 151
PFS
3688
Physicians Financial Services
North Carolina
$181M +$35.5M +24% 23.5% 89.3% 113
WA
3689
Wealth Advisors
California
$181M +$32.4M +22% 29.7% 39.3% 63
MWM
3690
MinichMacGregor Wealth Management
New York
$181M +$69.2M +62% 15.1% 83.1% 129
SIRP
3691
Shelter Insurance Retirement Plan
Missouri
$181M +$16.7M +10% 10.4% 55.6% 8
TCOK
3692
Trust Company of Kansas
Kansas
$181M +$12.7M +8% 17.3% 86.3% 57
MCL
3693
MIK Capital LP
New York
$180M -$79.3M -31% 44.1% – 61
TWP
3694
Total Wealth Planning
Ohio
$180M +$26.7M +17% 15% 29.6% 37
BCM
3695
Blume Capital Management
California
$180M +$24.3M +16% 20.8% 63.8% 250
SA
3696
Stewardship Advisors
Pennsylvania
$180M +$26.5M +17% 13.2% 28.8% 42
AWA
3697
Arkadios Wealth Advisors
Georgia
$180M +$23.4M +15% 22.6% 72.3% 1,404
SCM
3698
Stordahl Capital Management
Colorado
$180M +$18.4M +11% 15.2% 39.6% 41
BA
3699
Bard Associates
Illinois
$180M +$44.3M +33% 38.6% 145% 164
PWSG
3700
Pacific Wealth Strategies Group
California
$180M +$33.4M +23% 20.5% 81.1% 79
146 147
148
149 150