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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KLCM
4101
KG&L Capital Management
Louisiana
$310M +$20.9M +7% 3.55% 67.6% 209
SSW
4102
Stone Summit Wealth
Florida
$310M +$31M +11% 5.3% 49.7% 141
OHCM
4103
Oak Hill Capital Management
New York
$310M -$1.68M -0.5% 0.54% 1.19% 1
RFWA
4104
RPg Family Wealth Advisory
Massachusetts
$310M +$5.64M +2% 7.76% 85.2% 117
DA
4105
Drake & Associates
Wisconsin
$310M +$30.4M +11% 5.43% 41% 92
GJWM
4106
Gilliland Jeter Wealth Management
Arkansas
$310M +$12.7M +4% 7.13% – 708
CCG
4107
Cloverfields Capital Group
Minnesota
$309M +$13.1M +4% 8.61% 83.1% 99
WCP
4108
Wick Capital Partners
Pennsylvania
$309M +$21.2M +7% 5.64% 46.7% 87
OA
4109
Operose Advisors
Wisconsin
$309M +$26.8M +9% 7.33% 49.4% 633
RWA
4110
Roberts Wealth Advisors
California
$309M +$16.1M +6% 5.78% 58.1% 97
RW
4111
Regimen Wealth
Georgia
$309M +$18.7M +6% 5.32% – 67
RI
4112
Rinkey Investments
California
$309M +$30.7M +11% 5.13% 28.6% 90
NICM
4113
Neo Ivy Capital Management
New York
$309M -$201M -39% 6.7% – 422
CWA
4114
CM Wealth Advisors
Ohio
$309M +$98.4M +47% 6.29% 60.1% 85
CD
4115
Chapin Davis
Maryland
$309M +$16.1M +5% 7.63% – 245
WWG
4116
West Wealth Group
California
$309M +$25.8M +9% 5.57% 57.7% 92
BWM
4117
BCGM Wealth Management
Indiana
$308M +$19.6M +7% 5.01% 45.2% 157
LPP
4118
Long Path Partners
Connecticut
$308M +$56M +22% 7.84% 56.8% 10
TCOO
4119
Trust Company of Oklahoma
Oklahoma
$308M +$23.5M +8% 6.14% 69.6% 135
AFA
4120
AllGen Financial Advisors
Florida
$308M +$44.5M +17% 6.11% 25.5% 42
FMC
4121
FTV Management Company
California
$308M +$31.5M +11% 11.4% 14.1% 1
PA
4122
Paragon Advisors
Texas
$308M +$33.7M +12% 3.55% 108% 77
SA
4123
Shilanski & Associates
Alaska
$308M +$10.5M +4% 8.69% 65.2% 126
OTL
4124
Oak Thistle LLC
New York
$308M +$173M +128% 7.71% 37.9% 550
WAM
4125
Wakefield Asset Management
Colorado
$307M +$21.7M +8% 8.73% 106% 144
163 164
165
166 167