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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AMIM
4326
Aull & Monroe Investment Management
Alabama
$201M +$18.4M +10% 14.5% 47.5% 130
SRSA
4327
S.R. Schill & Associates
Washington
$201M +$13.2M +7% 7.79% 27.1% 88
CCM
4328
CloudAlpha Capital Management
Hong Kong
$201M +$90.2M +82% 4.73% 229% 23
FDS
4329
Freedom Day Solutions
Texas
$200M +$15.8M +9% 9.73% 76.8% 114
EWM
4330
Elmwood Wealth Management
California
$200M -$89.5K -0% 1.57% 34.8% 124
WTFG
4331
Wells Trecaso Financial Group
Ohio
$200M +$18M +10% 11.6% 81% 87
CCC
4332
Chelsea Counsel Company
California
$200M +$38.1M +23% 10.4% 54.6% 173
V
4333
VeraBank
Texas
$200M +$41.5M +26% 11.7% 51.5% 131
BCM
4334
BHZ Capital Management
California
$200M +$4.36M +2% 4.2% 3.05% 135
AI
4335
Atom Investors
Texas
$200M -$84.2M -30% 8.36% 55.4% 366
DWM
4336
Drive Wealth Management
Utah
$200M +$94.9M +90% 8.36% 72.9% 269
SFG
4337
Steward Financial Group
Texas
$200M +$64.8M +48% 8.5% – 897
MAWA
4338
Moss Adams Wealth Advisors
Washington
$200M – – 5.9% – 181
APGDR
4339
Absoluto Partners Gestao de Recursos
Brazil
$200M -$46.4M -19% 0.33% 272% 23
PI
4340
Pennant Investors
New Jersey
$200M +$24.9M +14% 0.79% 149% 19
GWM
4341
Gitterman Wealth Management
New Jersey
$200M +$103M +106% 2.24% 19% 96
OH
4342
Oikos Holdings
New York
$200M -$73.3M -27% 6.17% 5.54% 11
AA
4343
AlphaMark Advisors
Kentucky
$199M -$2.56M -1% 7.2% 26.4% 785
TAM
4344
Townsend Asset Management
North Carolina
$199M +$21.7M +12% 9.09% 72.7% 209
UFA
4345
US Financial Advisors
Massachusetts
$199M +$20.7M +12% 6.21% 12.6% 88
OWM
4346
Olympus Wealth Management
Utah
$199M -$32.6M -14% 10.4% 43.1% 16
LFM
4347
Lumina Fund Management
New York
$199M +$7.14M +4% 5.37% 31.6% 78
EFG
4348
Everhart Financial Group
Ohio
$199M +$18.4M +10% 7.64% 95.7% 231
RFN
4349
RDA Financial Network
Iowa
$199M +$15.7M +9% 8.16% 72.7% 229
KAS
4350
Kemnay Advisory Services
New York
$199M -$113M -36% 1.58% 218% 35
172 173
174
175 176