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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RWM
4076
Rockwood Wealth Management
Pennsylvania
$213M +$4.39M +2% 14.8% 38.3% 82
FWM
4077
Fairhaven Wealth Management
Illinois
$213M -$33.3M -14% 15% – 134
EPM
4078
Equitec Proprietary Markets
Illinois
$213M +$8.18M +4% 12.8% 30.8% 263
FPF
4079
First Pacific Financial
Washington
$213M +$18.4M +9% 13.2% 40.6% 109
UCMOK
4080
United Capital Management of KS
Kansas
$213M -$45M -17% 15.2% 219% 94
LSWM
4081
Lorne Steinberg Wealth Management
Canada
$213M -$4.08M -2% 15% 53.3% 67
TC
4082
Tenere Capital
New York
$212M -$48.6M -19% 15.4% 101% 27
CCM
4083
Carronade Capital Management
Connecticut
$212M -$2.53M -1% 1.91% 24.5% 33
DP
4084
Denver PWM
Colorado
$212M -$39.1M -16% 12% 37.5% 100
TCOO
4085
Trust Company of Oklahoma
Oklahoma
$212M -$48.9M -19% 15.3% 69.6% 121
LWA
4086
LWS Wealth Advisors
New Jersey
$212M -$22.4M -10% 12% 8.87% 64
BWM
4087
BigSur Wealth Management
Florida
$212M -$44.4M -17% 15.5% 75.9% 143
CFP
4088
Curran Financial Partners
South Carolina
$212M -$31.5M -13% 10.7% 44.6% 75
GCM
4089
G2 Capital Management
Ohio
$212M -$21.2M -9% 12.4% 43.5% 52
DCM
4090
Davidson Capital Management
Texas
$212M -$56.4M -21% 6.98% 67.1% 91
WAAG
4091
Wealth Alliance Advisory Group
Kansas
$212M -$18.9M -8% 13.1% 56.7% 162
GSWM
4092
Greenup Street Wealth Management
Michigan
$212M +$31.8M +18% 13.7% 53.4% 100
AB
4093
Atlas Brown
Kentucky
$212M -$33.6M -14% 12.4% 77.1% 192
SFC
4094
SYM Financial Corp
Indiana
$211M -$21.2M -9% 14.9% 41.3% 131
VIA
4095
Vickerman Investment Advisors
Washington
$211M -$14M -6% 12.7% 43% 78
KJWM
4096
Kiley Juergens Wealth Management
Washington
$211M +$4.03M +2% 16% 99.6% 75
ECAM
4097
East Coast Asset Management
Massachusetts
$211M -$209M -50% 17% 129% 64
PFSC
4098
Peoples Financial Services Corp
Pennsylvania
$211M -$20.3M -9% 8.21% 60.6% 292
FLI
4099
Family Legacy Inc
South Carolina
$211M -$29M -12% 11.8% 61% 114
WFA
4100
Wade Financial Advisory
California
$211M -$22.3M -10% 14.7% 15.9% 80
162 163
164
165 166