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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PP
4301
Praetorian PR
Puerto Rico
$272M -$40.8M -13% 3.54% – 31
AAI
4302
American Assets Inc
California
$272M +$5.65M +2% 2.13% 7.31% 10
ICP
4303
Interchange Capital Partners
Pennsylvania
$272M +$124M +83% 1.97% 67.6% 272
CWA
4304
CJM Wealth Advisers
Virginia
$272M +$7.96M +3% 2.66% 57.8% 68
T
4305
TNF
Montana
$272M +$18.9M +7% 2.44% 21.3% 125
IIA
4306
Integral Investment Advisors
California
$271M +$29.6M +12% 3.33% 51.5% 157
AWM
4307
Abound Wealth Management
Tennessee
$271M +$8.71M +3% 1.78% 42.9% 1,339
RWI
4308
Red Wave Investments
Pennsylvania
$271M +$4.57M +2% 2.49% 47.8% 110
HP
4309
Hilltop Partners
Indiana
$271M -$8.75M -3% 2.23% – 104
WMWM
4310
Whitaker-Myers Wealth Managers
Ohio
$271M +$33.8M +14% 0.84% – 102
LWM
4311
LongView Wealth Management
Georgia
$271M +$18.5M +7% 1.52% – 190
FP
4312
Financial Perspectives
Minnesota
$271M +$6.98M +3% 4.86% 78.3% 688
NRCM
4313
Northern Right Capital Management
Connecticut
$271M -$6.26M -2% 1.24% 137% 37
TA
4314
TrueWealth Advisors
Alabama
$270M +$11.3M +4% 1.31% 39.7% 235
MI
4315
M3F Inc
Utah
$270M -$12.3M -4% 6.61% 98.5% 38
LSA
4316
Lion Street Advisors
Texas
$270M +$25.3M +10% 0.4% 33.6% 283
OPW
4317
Oxler Private Wealth
New York
$270M +$15.1M +6% 4.57% 98.2% 88
RFG
4318
RFP Financial Group
Georgia
$270M +$13.9M +5% 1.72% – 955
FWC
4319
First Washington Corp
Washington
$270M +$8.55M +3% 3.62% 80.4% 59
BFWA
4320
Benchmark Financial Wealth Advisors
Florida
$270M +$8.21M +3% 2.84% 60.1% 92
VSAM
4321
Value Star Asset Management
Hong Kong
$270M -$20.1M -7% 9.56% – 24
GMA
4322
Glassy Mountain Advisors
Maryland
$270M +$4.07M +2% 2.3% – 56
PCM
4323
Passive Capital Management
Maryland
$269M +$13.9M +5% 0.46% 22.1% 67
LPAM
4324
Legion Partners Asset Management
California
$269M -$162M -38% 9.99% 70.9% 14
BWM
4325
BNC Wealth Management
Oregon
$269M +$35.5M +15% 7.48% 155% 112
171 172
173
174 175