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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
UFA
4076
US Financial Advisors
Massachusetts
$241M +$5.41M +2% 3.42% 12.6% 75
KPWG
4077
KFA Private Wealth Group
Virginia
$241M -$550K -0.2% 2.94% 45% 78
AGP
4078
Artia Global Partners
Florida
$241M -$49.5M -17% 5.43% – 34
BCM
4079
Buckhead Capital Management
Georgia
$240M -$179M -43% 1.73% 58.8% 129
HI
4080
Humankind Investments
New York
$240M -$15.6M -6% 3.89% 48.9% 123
WA
4081
WP Advisors
California
$240M -$9.57M -4% 1.53% 102% 103
BWM
4082
BCS Wealth Management
Tennessee
$240M +$103M +75% 2.62% 35.3% 203
RG
4083
Retirement Group
California
$240M -$284K -0.1% 0.63% 33.7% 841
SIM
4084
Symetra Investment Management
Connecticut
$240M +$15M +7% 3.57% 44.7% 4
AWA
4085
Aquire Wealth Advisors
Utah
$240M -$10.8M -4% 3.57% 41.1% 39
CWM
4086
Chesapeake Wealth Management
Virginia
$240M -$13.9M -5% 3.18% 59% 155
MLIC
4087
Mandatum Life Insurance Company
Finland
$240M -$2.12M -0.9% 2.25% 75.3% 74
IMA
4088
Investment Management Associates
Colorado
$240M -$35.1M -13% 2.51% 51.8% 41
HBWM
4089
Hollow Brook Wealth Management
New York
$240M +$8.3M +4% 0.62% 83.4% 89
MWM
4090
MorganRosel Wealth Management
Colorado
$240M -$5.62M -2% 3.74% 51.9% 108
UW
4091
Unique Wealth
Florida
$240M +$10.6M +5% 2.68% – 86
MIM
4092
Monashee Investment Management
Massachusetts
$239M -$180M -43% 3.95% 186% 108
ACM
4093
Arcataur Capital Management
Wisconsin
$239M -$5M -2% 3.91% – 95
CWM
4094
Centric Wealth Management
Illinois
$239M -$11.4M -5% 4.31% 41.6% 134
FLI
4095
Family Legacy Inc
South Carolina
$239M -$9.14M -4% 3.12% 61% 116
OC
4096
Oarsman Capital
Wisconsin
$239M +$10.9M +5% 2.57% 60.6% 186
PP
4097
Prosperity Planning
Missouri
$239M -$2.96M -1% 3.03% 31.3% 91
GCA
4098
Gradient Capital Advisors
California
$239M -$10.2M -4% 3.45% 57% 141
DC
4099
Diametric Capital
Massachusetts
$239M +$15M +7% 4.57% 190% 489
DP
4100
Denver PWM
Colorado
$239M -$2.66M -1% 3.25% 37.5% 102
162 163
164
165 166