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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RWA
4251
Roberts Wealth Advisors
California
$207M +$3.84M +2% 5.69% 58.1% 89
SSWG
4252
Seven Springs Wealth Group
Tennessee
$207M +$23.1M +13% 11.7% 51.4% 63
TWA
4253
Tillar-Wenstrup Advisors
Ohio
$207M +$6.83M +3% 7.73% 27.4% 49
HJIM
4254
Henry James International Management
New York
$207M +$27.7M +15% 14.7% 85.1% 130
JGIA
4255
Jackson Grant Investment Advisers
Connecticut
$207M +$15.8M +8% 9.86% 44.9% 348
UWM
4256
USAdvisors Wealth Management
Minnesota
$207M +$11.6M +6% 7.07% 43.1% 124
QGA
4257
Q Global Advisors
Texas
$207M +$61.3M +42% 12.1% 76.5% 284
EGP
4258
Entrust Global Partners
New York
$207M +$15.8M +8% 3.66% 98.6% 14
WFA
4259
Websterrogers Financial Advisors
South Carolina
$207M +$16.3M +9% 7.36% 34.7% 62
DC
4260
Deere & Company
Illinois
$206M 3.36% 3
MA
4261
Modus Advisors
Minnesota
$206M +$16.4M +9% 8.03% 70.4% 108
RG
4262
Retirement Group
California
$206M +$81.4M +65% 10.8% 33.7% 753
SAMC
4263
Spectrum Asset Management (California)
California
$206M +$10.8M +6% 10.4% 53.8% 101
DA
4264
DCM Advisors
New York
$206M +$7.08M +4% 11.8% 109% 178
DFA
4265
Delta Financial Advisors
Louisiana
$206M +$17.9M +10% 12.7% 77% 114
FP
4266
Fiduciary Planning
Florida
$206M +$11.4M +6% 5.03% 36.9% 46
DSN
4267
D. Scott Neal
Kentucky
$206M -$31.9M -13% 3.1% 88% 62
BCIM
4268
Bishop & Co Investment Management
Pennsylvania
$206M +$16M +8% 7.97% 38.8% 24
WWM
4269
WT Wealth Management
Arizona
$206M +$7.05M +4% 3.1% 49% 110
BWM
4270
BCGM Wealth Management
Indiana
$206M +$5.41M +3% 7.79% 45.2% 113
SI
4271
Symmetry Investments
Jersey
$206M +$28.1M +16% 7.24% 96.4% 133
EA
4272
Eclectic Associates
California
$205M +$53M +35% 7.34% 39.4% 81
DA
4273
Detalus Advisors
Missouri
$205M +$38.4M +23% 8.17% 49.8% 143
PWM
4274
Paulson Wealth Management
Illinois
$205M +$19.2M +10% 6.78% 47.1% 95
FUBT
4275
First United Bank & Trust
Maryland
$205M +$6.06M +3% 8.38% 60.4% 146