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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWA
4126
LWS Wealth Advisors
New Jersey
$266M +$37.8M +17% 8.81% 8.87% 66
SCP
4127
Steamboat Capital Partners
New York
$266M -$3.55M -1% 17% 269% 48
RFP
4128
Root Financial Partners
California
$266M +$77.4M +41% 9.65% – 83
E
4129
ETFidea
New York
$266M +$30.5M +13% 11.5% 22.7% 113
WE
4130
Wealth Effects
Massachusetts
$266M +$63.5M +31% 16.4% 151% 241
HNW
4131
High Note Wealth
Minnesota
$266M +$23.9M +10% 9.29% 61.9% 95
GA
4132
GSG Advisors
New Jersey
$266M +$60.9M +30% 13.6% – 112
FAM
4133
Frontier Asset Management
Wyoming
$266M +$45.1M +20% 7.66% 29.8% 62
MFF
4134
Mango Five Family
Nevada
$266M – – 8.54% – 88
FSA
4135
Financial Sense Advisors
California
$265M +$32M +14% 13.1% 95.2% 115
SIAG
4136
Safeguard Investment Advisory Group
California
$265M +$35.7M +16% 12.2% 63.7% 104
FFG
4137
Frisch Financial Group
New York
$265M +$18.7M +8% 10.8% 55.1% 133
CICC
4138
Capital Investment Counsel (Colorado)
Colorado
$265M – – 10.4% – 114
CAAM
4139
Cornerstone Advisors Asset Management
Pennsylvania
$265M +$14.7M +6% 9.19% 33.6% 100
CWA
4140
Clarity Wealth Advisors
California
$265M +$44.1M +20% 11.5% 78.7% 83
VCM
4141
Verde Capital Management
Michigan
$265M +$7.3M +3% 11.4% 70.1% 46
WFA
4142
Wade Financial Advisory
California
$265M +$31M +13% 10.1% 15.9% 77
CMP
4143
Courage Miller Partners
Virginia
$264M +$20.5M +8% 8.04% 29.7% 76
SA
4144
SoftVest Advisors
Texas
$264M -$63.1M -19% 16.1% 75.8% 6
DDSF
4145
Diana Davis Spencer Foundation
Maryland
$264M +$15.8M +6% 6.41% 0.33% 3
SF
4146
Safeguard Financial
Wisconsin
$264M +$56.8M +27% 11% 21.9% 87
PDL
4147
Portfolio Design Labs
California
$264M – – 9.83% – 109
HWMG
4148
Hurlow Wealth Management Group
Indiana
$264M +$34.3M +15% 10.2% 46.6% 113
RFN
4149
RDA Financial Network
Iowa
$264M +$32.9M +14% 10.5% 72.7% 237
WMA
4150
West Michigan Advisors
Michigan
$264M +$76.8M +41% 7.41% 45.8% 171
164 165
166
167 168