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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EFP
4226
EnRich Financial Partners
Wisconsin
$326M +$28M +9% 6.49% – 60
CA
4227
CV Advisors
Florida
$326M +$41.3M +15% 15.3% 95.4% 39
BAM
4228
Blueshift Asset Management
New Jersey
$325M +$73.1M +29% 11% 40.2% 630
PA
4229
PFW Advisors
Georgia
$325M +$6.11M +2% 7.07% – 130
EFH
4230
Eaton Financial Holdings
Florida
$325M +$84.1M +35% 9% – 119
WCM
4231
Westend Capital Management
California
$325M +$61.6M +23% 30.9% – 257
EE
4232
EWG Elevate
California
$325M +$60.7M +23% 8.32% 55.3% 157
SA
4233
Sycale Advisors
New York
$324M +$14.1M +5% 11.9% 27.5% 26
PB
4234
Pinnacle Bancorp
Nebraska
$324M +$17.3M +6% 6.06% 63% 951
WTFG
4235
Wells Trecaso Financial Group
Ohio
$324M +$24.1M +8% 11.8% 81% 93
FA
4236
FC Advisory
Pennsylvania
$324M +$28.1M +9% 7.49% 35% 115
OAJ
4237
Ogorek Anthony Joseph
New York
$324M +$19.7M +6% 8.59% 48.5% 727
AA
4238
Argent Advisors
Louisiana
$324M +$24.7M +8% 6.23% 42% 157
EAM
4239
Empirical Asset Management
Massachusetts
$323M +$30.1M +10% 8.85% 51.8% 333
OCM
4240
Once Capital Management
New York
$323M +$104M +48% 44.9% 334% 17
BFW
4241
Brady Family Wealth
Missouri
$323M +$10.3M +3% 7.14% – 115
PWM
4242
Palumbo Wealth Management
New York
$323M +$23.7M +8% 8.55% 55.9% 212
SSW
4243
Stone Summit Wealth
Florida
$323M +$27.6M +9% 10.1% 49.7% 145
KPWG
4244
KFA Private Wealth Group
Virginia
$323M +$37M +13% 9.37% 45% 134
RBWA
4245
RFG - Bristol Wealth Advisors
Massachusetts
$322M +$24.1M +8% 9.84% – 188
WHGC
4246
Wealth High Governance Capital
Brazil
$322M +$169M +111% 37% – 44
AFGI4KRSP
4247
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$322M -$21.5M -6% 3.91% 9.08% 1
RW
4248
Regimen Wealth
Georgia
$322M +$11M +4% 4.42% – 78
BWM
4249
Brown Wealth Management
Illinois
$322M +$31.2M +11% 7.77% – 104
BMWM
4250
Brown Miller Wealth Management
Virginia
$322M +$32.9M +11% 13.7% 102% 197
168 169
170
171 172