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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BKA
4226
Brick & Kyle Associates
Pennsylvania
$105M – – 11.8% 82.9% 89
WTFG
4227
Wells Trecaso Financial Group
Ohio
$105M -$15.9M -13% 13.8% 81% 75
CAAS
4228
Capital Asset Advisory Services
Michigan
$105M -$14M -12% 10.1% 41.4% 115
UMA
4229
USA Mutuals Advisors
Texas
$105M -$42.3M -29% 17% 14.1% 26
SMFS
4230
Squar Milner Financial Services
California
$104M -$7.08M -6% 12.8% – 807
HI
4231
Harrington Investments
California
$104M -$22M -17% 11.1% 75.7% 151
RAM
4232
RK Asset Management
Michigan
$104M -$9.75M -9% 8.29% – 19
WFWM
4233
Wechter Feldman Wealth Management
New Jersey
$104M -$59.7M -36% 9.98% 53.8% 38
IWMA
4234
Ironwood Wealth Management (Arizona)
Arizona
$104M -$9.46M -8% 9.61% 24.3% 60
PCM
4235
Poehling Capital Management
Wisconsin
$104M -$37.4M -27% 15.8% 49.3% 108
SG
4236
StoneX Group
New York
$104M -$31.1M -23% 13.6% 64.6% 248
FA
4237
Freestate Advisors
Kansas
$104M – – 5.63% – 4
LHC
4238
Little House Capital
Massachusetts
$104M – – 9.92% 82.3% 97
9WM
4239
9258 Wealth Management
Ohio
$104M – – 14.6% 49.6% 173
EWM
4240
Elmwood Wealth Management
California
$104M -$17M -14% 10.4% 34.8% 329
CRA
4241
Circle Road Advisors
New York
$103M -$4.51M -4% 12% – 26
ABP
4242
Arthur B. Page
$103M -$15M -13% 9.33% 40.4% 63
SAM
4243
Stringer Asset Management
Tennessee
$103M -$24.1M -19% 10.5% 16.4% 37
MG
4244
MilWealth Group
Wisconsin
$103M – – 9.83% 29.4% 75
WA
4245
WESPAC Advisors
California
$103M -$68.3M -40% 10.6% 64.3% 180
ACP
4246
Aquiline Capital Partners
New York
$103M -$31.4M -23% 23.4% 14.7% 1
BT
4247
Brandywine Trust
Delaware
$103M -$14M -12% 11% 23% 39
HWC
4248
Hill Winds Capital
New York
$103M – – 12.9% 8.56% 17
RCC
4249
Red Cedar Capital
Nebraska
$103M -$10.7M -9% 12% 43.2% 156
CSPIA
4250
Cary Street Partners Investment Advisory
Virginia
$103M – – 13% 66.6% 103
168 169
170
171 172