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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TFA
4426
Triad Financial Advisors
North Carolina
$181M -$6.47M -3% 12.6% 117
RWM
4427
RBA Wealth Management
California
$180M -$27.7M -13% 11.5% 66.2% 108
FPWM
4428
FSB Premier Wealth Management
Iowa
$180M -$19.1M -10% 11.2% 41.5% 137
GGI
4429
Godsey & Gibb Inc
Virginia
$180M -$82.8M -31% 15% 56.2% 176
SAM
4430
Selway Asset Management
$180M -$26.4M -13% 13.6% 36.5% 83
RBFC
4431
Roman Butler Fullerton & Co
Missouri
$180M -$36M -17% 12.9% 114% 202
ARIS
4432
Advanced Research Investment Solutions
California
$180M -$59.3M -25% 17.5% 13.2% 194
CA
4433
Calton & Associates
Florida
$180M -$157M -47% 12.5% 51.2% 369
FWM
4434
ForthRight Wealth Management
Georgia
$180M -$13.6M -7% 11.8% 36.8% 49
KWM
4435
Kaydan Wealth Management
Michigan
$180M -$46.7M -21% 0.11% 27.2% 106
AWM
4436
Abound Wealth Management
Tennessee
$180M +$40.9M +29% 13% 42.9% 133
KM
4437
Kabouter Management
Illinois
$180M -$40.4M -18% 17.5% 12.9% 10
RWM
4438
Reston Wealth Management
Virginia
$180M -$15.4M -8% 12.3% 44.7% 65
HCM
4439
HM Capital Management
Missouri
$179M -$95.6M -35% 9.58% 29.6% 64
HFS
4440
Heritage Financial Services
Massachusetts
$179M +$26.5M +17% 13.7% 29.8% 547
LL
4441
LPWM LLC
Minnesota
$179M -$21.5M -11% 14.5% 46.6% 69
PWC
4442
PYA Waltman Capital
Tennessee
$179M -$23.7M -12% 13.4% 73.5% 221
AFR
4443
Applied Fundamental Research
Massachusetts
$179M -$42.8M -19% 12.5% 19.3% 11
EF
4444
Exeter Financial
Arizona
$179M -$5.21M -3% 9.3% 38.4% 88
OWM
4445
Olympus Wealth Management
Utah
$179M -$27.5M -13% 13.1% 43.1% 14
MCC
4446
Malaga Cove Capital
California
$179M -$40.8M -19% 16.9% 90.3% 181
GMH
4447
General Motors Holdings
Michigan
$179M -$286M -61% 59.6% 43.5% 4
II
4448
INCA Investments
Florida
$179M -$11.2M -6% 27.8% 170% 12
GWA
4449
GGM Wealth Advisors
Maryland
$179M -$20.5M -10% 11.7% 25.8% 142
PFA
4450
Professional Financial Advisors
Nebraska
$179M -$52.6M -23% 13% 48.4% 529