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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RWA
4076
Roberts Wealth Advisors
California
$348M +$23.6M +7% 9.3% 58.1% 100
PWC
4077
PYA Waltman Capital
Tennessee
$347M +$29.3M +9% 5.18% 73.5% 78
MCA
4078
MSH Capital Advisors
Arizona
$347M +$23.7M +7% 6.55% 51.9% 252
VIP
4079
Vista Investment Partners
Oklahoma
$347M +$18.6M +6% 9.75% – 164
SFG
4080
Snider Financial Group
Washington
$347M +$38.9M +13% 11.5% 70.3% 121
PP
4081
Prosperity Planning
Missouri
$347M +$27.2M +9% 6.54% 31.3% 107
CSWG
4082
Cardinal Strategic Wealth Guidance
Kentucky
$347M +$33.6M +11% 10.5% 52.8% 66
EFMC
4083
Empire Financial Management Company
New York
$347M +$23M +7% 8.6% – 208
AIC
4084
Ayalon Insurance Company
Israel
$346M +$36.6M +12% 11.8% 75.8% 59
LCM
4085
Lynx1 Capital Management
Puerto Rico
$346M +$66.9M +24% 22% 1,499% 15
TI
4086
tru Independence
Oregon
$346M +$23.6M +7% 5.59% 42.3% 121
KFG
4087
Kelly Financial Group
Connecticut
$346M +$25.6M +8% 6.8% – 89
DF
4088
Dunhill Financial
United Kingdom
$345M +$125M +57% 8.95% – 1,147
RH
4089
RFG Holdings
Texas
$345M +$37.7M +12% 12.4% 58.3% 63
BAM
4090
BOCHK Asset Management
Hong Kong
$345M +$167M +94% 13.4% – 72
DA
4091
Detalus Advisors
Missouri
$345M +$26.6M +8% 9.19% 49.8% 180
GA
4092
GSG Advisors
New Jersey
$345M +$40.4M +13% 9.48% – 122
IAA
4093
Ironsides Asset Advisors
North Carolina
$345M +$3.99M +1% 5.77% 48.9% 70
BHWM
4094
Bay Harbor Wealth Management
Maryland
$345M +$28.6M +9% 7.91% 35.4% 1,315
AWC
4095
Adamsbrown Wealth Consultants
Kansas
$345M +$26.4M +8% 6.11% 38.7% 113
AC
4096
Alfreton Capital
United Kingdom
$345M +$29.7M +9% 17.8% 118% 6
UWM
4097
United Wealth Management
Virginia
$344M +$25.1M +8% 6.81% – 24
CC
4098
Cypress Capital
Tennessee
$344M -$2.61M -0.8% 4.22% 28.2% 89
DL
4099
DOHJ LLC
Washington
$344M -$93.6M -21% 6.71% 51.5% 174
WKWM
4100
Walter & Keenan Wealth Management
Indiana
$344M +$12.1M +4% 8.89% 70.2% 162
162 163
164
165 166