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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RW
3901
REDW Wealth
New Mexico
$129M +$8.01M +7% 3.53% 43.2% 89
TF
3902
TLWM Financial
Texas
$129M 4.93% 42.1% 49
LA
3903
Lau Associates
Delaware
$129M -$264K -0.2% 6.78% 44.4% 81
HW
3904
Hedeker Wealth
Illinois
$128M +$14.8M +13% 8.1% 101% 70
TWA
3905
Tillar-Wenstrup Advisors
Ohio
$128M -$3.18M -2% 6.14% 27.4% 47
BOCM
3906
Bontempo Ohly Capital Management
Maryland
$128M -$825K -0.6% 4.64% 43.7% 34
CAM
3907
Caprin Asset Management
Virginia
$128M -$1.73M -1% 0.42% 7.87% 18
MWM
3908
MinichMacGregor Wealth Management
New York
$128M +$7.45M +6% 3.3% 83.1% 558
CIP
3909
Capital Insight Partners
Arizona
$128M +$9.4M +8% 5.36% 44.6% 84
BCA
3910
Benchmark Capital Advisors
New York
$128M -$591K -0.5% 4.09% 29.2% 150
ATIA
3911
American Trust Investment Advisors
New Hampshire
$128M +$15.6M +14% 6.96% 95.4% 81
1CM
3912
1492 Capital Management
Wisconsin
$127M +$15.3M +14% 12.3% 178% 112
VDFA
3913
Vickerman & Driscoll Financial Advisors
Washington
$127M 5.65% 112
CG
3914
CFO4Life Group
Texas
$127M +$3.2M +3% 4.32% 41.8% 106
WS
3915
Wela Strategies
Georgia
$127M +$20.6M +19% 2.24% 35.6% 34
RHCA
3916
Rosenthal Henry Capital Advisors
Indiana
$127M -$3.48M -3% 1.26% 38.2% 64
FBT
3917
First Bank & Trust
South Dakota
$127M +$4.28M +3% 4.35% 60% 316
FPGK
3918
Financial Partners Group (Kansas)
Kansas
$127M 3.53% 49.2% 77
AWM
3919
AllSquare Wealth Management
New York
$127M +$4.86M +4% 2.87% 43.2% 409
MWVC
3920
Morgens Waterfall Vintiadis & Co
New York
$127M +$17.1M +16% 9.63% 568% 72
AC
3921
Addison Capital
Pennsylvania
$127M +$12.7M +11% 6.11% 61% 119
IC
3922
Investment Counsel
Michigan
$127M +$5.17M +4% 6.61% 50.1% 59
CCM
3923
Concourse Capital Management
Georgia
$127M -$38.8M -23% 7.02% 92% 60
KPC
3924
Karst Peak Capital
Hong Kong
$127M 20.9% 297% 3
PK
3925
Pflug Koory
Nebraska
$126M +$4.13M +3% 4.86% 401