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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JWS
4101
Juncture Wealth Strategies
Arizona
$201M -$2.16M -1% 2.9% 50.3% 119
WCM
4102
Weik Capital Management
Pennsylvania
$200M -$19M -9% 3.79% 72.2% 105
LSA
4103
Lion Street Advisors
Texas
$200M +$9.32M +5% 1.24% 33.6% 174
EWM
4104
Elmwood Wealth Management
California
$200M +$24.5M +14% 9.04% 34.8% 121
FFL
4105
Flat Footed LLC
Wyoming
$200M +$2.57M +1% 5.52% 34.9% 38
RL
4106
Retireful LLC
Michigan
$200M +$154M +335% 1% 99.2% 15
IC
4107
Ikarian Capital
Texas
$200M -$40.9M -17% 17.8% 441% 142
BWM
4108
BCGM Wealth Management
Indiana
$200M +$3.03M +2% 3.77% 45.2% 113
TWA
4109
Tillar-Wenstrup Advisors
Ohio
$200M +$269K +0.1% 4.41% 27.4% 52
SC
4110
Shay Capital
New York
$200M +$6.36M +3% 0.94% 62.4% 450
SHFA
4111
SC&H Financial Advisors
Maryland
$200M -$14.5M -7% 6.61% 49% 138
WFA
4112
Wade Financial Advisory
California
$200M -$11.2M -5% 7.2% 15.9% 76
FLA
4113
Financial Life Advisors
Texas
$200M -$13.9M -7% 6.53% 31.3% 71
MWM
4114
MorganRosel Wealth Management
Colorado
$199M +$12.4M +7% 4.56% 51.9% 105
DA
4115
DCM Advisors
New York
$199M -$32.3M -14% 2% 109% 228
BIA
4116
BHK Investment Advisors
Alabama
$199M -$23.3M -10% 4.48% 43.9% 65
OPTFSNA
4117
Old Point Trust & Financial Services N A
Virginia
$199M -$17.1M -8% 6.03% 53.6% 82
SIM
4118
SW Investment Management
Colorado
$199M +$21.8M +12% 10.7% 155% 9
FLI
4119
Family Legacy Inc
South Carolina
$199M -$12M -6% 4.39% 61% 111
PI
4120
Pelion Inc
Utah
$199M +$35.8M +22% 25.1% 13.8% 4
FUBT
4121
First United Bank & Trust
Maryland
$199M -$18.7M -9% 4.58% 60.4% 148
WWM
4122
WT Wealth Management
Arizona
$199M -$3.77M -2% 2.18% 49% 108
SKK
4123
Shepherd Kaplan Krochuk
Massachusetts
$199M -$27.7M -12% 0.95% 33% 191
D
4124
Diversified
Delaware
$199M -$42.5M -18% 5.01% 34.4% 129
CRWM
4125
Castle Rock Wealth Management
California
$198M +$2.42M +1% 3.24% 71.1% 222
163 164
165
166 167