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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCFS
4001
Butensky & Cohen Financial Security
Florida
$327M +$8.65M +3% 3.55% 45.9% 96
VDBMI
4002
Van Den Berg Management I
Texas
$327M -$20.4M -6% 0.4% 112% 113
SWRP
4003
Summit Wealth & Retirement Planning
California
$326M +$3.2M +1% 1.4% 50.8% 81
GC
4004
GFG Capital
Florida
$326M -$37.6M -10% 2.8% 92.2% 121
WCM
4005
Windsor Capital Management
Arizona
$326M -$11.3M -3% 1.3% 37.7% 122
IWMA
4006
Ironwood Wealth Management (Arizona)
Arizona
$326M +$3.44M +1% 1.59% 24.3% 45
OWP
4007
ORG Wealth Partners
Texas
$326M +$1.54M +0.5% 9.82% – 836
MLIC
4008
Mandatum Life Insurance Company
Finland
$326M -$11.7M -3% 3.55% 75.3% 84
CA
4009
Clune & Associates
Illinois
$326M +$24.4M +8% 0.64% – 144
BWM
4010
BCGM Wealth Management
Indiana
$325M +$10.2M +3% 0.51% 45.2% 158
MCM
4011
Monument Capital Management
Virginia
$325M -$37.4M -10% 0.33% 108% 232
PA
4012
Prism Advisors
California
$325M -$8.59M -3% 0.16% 39.1% 63
MCM
4013
Maytus Capital Management
New York
$325M +$38.8M +14% 1.26% 317% 76
AWA
4014
Aquire Wealth Advisors
Utah
$325M +$1.97M +0.6% 1.32% 41.1% 51
HFS
4015
Haverford Financial Services
Pennsylvania
$325M -$3.33M -1% 1.27% 58.6% 43
NC
4016
NovaPoint Capital
Georgia
$325M -$3.16M -1% 0.91% 64.6% 145
PPWP
4017
Proquility Private Wealth Partners
Nevada
$324M +$14M +5% 1.87% 19.4% 97
OWA
4018
Opal Wealth Advisors
New York
$324M -$8.78M -3% 1.59% 46% 535
ASI
4019
All-Stars Investment
Hong Kong
$324M +$51.3M +19% 16% 42.5% 3
RWA
4020
Roberts Wealth Advisors
California
$324M -$4.88M -1% 2.6% 58.1% 108
BF
4021
Brooklyn FI
New York
$324M +$23.6M +8% 1.16% 38.2% 67
RPA
4022
Rock Point Advisors
Vermont
$324M -$18.8M -5% 2.39% 52.9% 112
RAM
4023
RJA Asset Management
Connecticut
$324M -$92.2M -22% 12% – 4
CCP
4024
Caden Capital Partners
California
$324M -$3.85M -1% 3.56% – 13
SA
4025
SRH Advisors
Kansas
$324M -$13.2M -4% 1.68% 40.9% 290
159 160
161
162 163