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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EFMC
4026
Empire Financial Management Company
New York
$302M -$261K -0.1% 1.77% – 218
KFP
4027
Keystone Financial Planning
Ohio
$302M -$6.17M -2% 2.65% 13.4% 54
WCM
4028
WealthBridge Capital Management
Ohio
$302M +$5.21M +2% 3.53% 68.6% 202
CZI
4029
Chan Zuckerberg Initiative
California
$302M -$33M -10% 0.99% – 2
FWM
4030
Fairhaven Wealth Management
Illinois
$302M +$10.5M +4% 2.28% – 128
CCP
4031
Camelot Capital Partners
California
$302M +$88.1M +41% 43% – 3
WA
4032
WealthTrust Axiom
Pennsylvania
$302M -$8.78M -3% 0.52% 78% 267
ACM
4033
Aljian Capital Management
Nevada
$301M +$32.3M +12% 14.7% 149% 36
S
4034
Syntrinsic
Colorado
$301M +$2.9M +1% 0.35% – 88
JC
4035
Jentner Corp
Ohio
$301M +$16.4M +6% 0.91% 38.9% 54
IAA
4036
Ironsides Asset Advisors
North Carolina
$301M +$8.61M +3% 3.49% 48.9% 99
GA
4037
GraniteShares Advisors
New York
$300M +$111M +59% 21.1% 117% 103
LOM
4038
LTS One Management
New York
$300M -$85M -22% 1.48% 21.9% 18
BWA
4039
Beam Wealth Advisors
Louisiana
$300M +$134M +80% 3.1% 45.4% 160
NHFG
4040
New Harbor Financial Group
Massachusetts
$300M +$30.8M +11% 1.35% 28.3% 61
KCM
4041
Kendall Capital Management
Maryland
$300M +$9.25M +3% 1.97% 77.3% 222
MDCM
4042
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 2.11% 23% 94
AEPWM
4043
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 1.14% – 518
ZIMP
4044
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 4.98% 31.6% 145
MCA
4045
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 0.86% 51.9% 234
MPPLM
4046
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 4.4% 89.5% 154
OKSA
4047
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 7.44% 211% 72
CFP
4048
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 0.93% 44.6% 88
AWG
4049
Alpha Wave Global
New York
$299M -$30.1M -9% 2.5% 124% 31
VIP
4050
Vista Investment Partners
Oklahoma
$299M +$7.97M +3% 1.66% – 167
160 161
162
163 164