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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KWS
3876
Keystone Wealth Services
California
$321M +$13.7M +4% 3.2% 59.2% 237
AFWM
3877
AMJ Financial Wealth Management
Virginia
$321M +$21.8M +7% 5.22% 139% 84
GCM
3878
G2 Capital Management
Ohio
$321M +$10.4M +3% 1.36% 43.5% 65
WH
3879
Whitcomb & Hess
Ohio
$321M +$9.8M +3% 0.3% 33% 55
IC
3880
Ikarian Capital
Texas
$320M -$47.2M -13% 1.15% 441% 116
OWA
3881
Outlook Wealth Advisors
Texas
$320M -$3.33M -1% 3.27% 51.2% 301
MC
3882
Muhlenkamp & Co
Pennsylvania
$320M -$23.8M -7% 2.22% – 30
GPA
3883
Guidance Point Advisors
Massachusetts
$320M +$13.8M +4% 1.05% 65.1% 89
BCM
3884
Boltwood Capital Management
California
$320M -$2.7M -0.8% 0.81% 41.3% 173
SWK
3885
Stephen W. Kidder
$320M +$6.69M +2% 3.72% 68.7% 75
LHC
3886
Little House Capital
Massachusetts
$320M +$17.8M +6% 5.63% 82.3% 132
CNC
3887
Citizens & Northern Corp
Pennsylvania
$320M +$24M +8% 2.41% 62.4% 120
OWM
3888
Olympus Wealth Management
Utah
$320M +$151M +90% 1.23% 43.1% 17
SSI
3889
SVF Sponsor III
California
$320M -$89.4M -22% 21.9% – 1
KA
3890
Kerrisdale Advisers
Florida
$320M +$1.29M +0.4% 4.31% 41.3% 101
EPP
3891
ETF Portfolio Partners
Kansas
$319M +$3.89M +1% 0.79% 36.8% 62
PFM
3892
Peak Financial Management
Massachusetts
$319M +$3.98M +1% 1.62% 35.9% 102
SOCM
3893
SR One Capital Management
Pennsylvania
$319M -$44.7M -12% 19.4% 189% 9
RGC
3894
Redwood Grove Capital
California
$319M -$1.65M -0.5% 0.14% 42.3% 28
XWM
3895
Xcel Wealth Management
Florida
$319M -$509K -0.2% 0.59% 92.7% 132
TCMG
3896
TSP Capital Management Group
New Jersey
$319M +$8.29M +3% 11.6% 109% 48
GSAM
3897
Grant Street Asset Management
Pennsylvania
$319M +$11M +4% 0.45% 40.4% 75
KS
3898
Karpas Strategies
Connecticut
$319M -$2.89M -0.9% 1.45% 16.1% 117
CPA
3899
Court Place Advisors
Maryland
$319M +$8.72M +3% 0.55% 72.3% 164
CCM
3900
Contrarian Capital Management
Connecticut
$318M -$48.2M -13% 8.28% 17.9% 31
154 155
156
157 158