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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWM
4426
Gitterman Wealth Management
New Jersey
$214M +$4.16M +2% 0.61% 19% 107
CA
4427
Calton & Associates
Florida
$214M -$1.11M -0.5% 4.98% 51.2% 249
ATC
4428
Adirondack Trust Company
New York
$214M +$16.6M +8% 7.52% 72.2% 497
MWP
4429
Madison Wealth Partners
Wisconsin
$214M +$15.7M +8% 6.91% 56.7% 94
ACM
4430
Avalon Capital Management
California
$214M +$18.7M +10% 8.56% 94.3% 60
JWS
4431
Juncture Wealth Strategies
Arizona
$214M +$10.7M +5% 4.42% 50.3% 122
CGFA
4432
Colton Groome Financial Advisors
North Carolina
$213M +$3.64M +2% 4.79% 49.2% 126
CAM
4433
Clark Asset Management
New Hampshire
$213M +$46.1M +28% 5.09% – 82
GWSA
4434
Global Wealth Strategies & Associates
Colorado
$213M +$19.4M +10% 4.39% – 370
CC
4435
Corton Capital
Ontario, Canada
$213M +$68.7M +48% 15.1% 186% 538
PVM
4436
Palogic Value Management
Texas
$213M +$8.66M +4% 5.58% – 171
FFM
4437
Flagstone Financial Management
Nebraska
$213M +$12.6M +6% 3.35% – 41
CCM
4438
Cutler Capital Management
Massachusetts
$213M -$11.3M -5% 0.94% 10.9% 112
AC
4439
Alfreton Capital
United Kingdom
$212M -$1.28M -0.6% 13.4% 118% 4
PTP
4440
Platform Technology Partners
New York
$212M +$9.97M +5% 9.17% – 223
UOMF
4441
University of Massachusetts Foundation
Massachusetts
$212M +$41.2M +24% 6.11% 53.6% 4
OWM
4442
OneAscent Wealth Management
Alabama
$212M -$44.4M -17% 1.39% 35% 190
SSCM
4443
Summit Street Capital Management
New York
$212M +$24.1M +13% 4.26% 76.4% 32
PIN
4444
Prudent Investors Network
California
$212M +$1.32M +0.6% 2.73% – 34
VC
4445
Veery Capital
Delaware
$212M +$24.5M +13% 4.67% 45.5% 88
AAS
4446
Asset Allocation Strategies
Michigan
$212M +$177M +510% 4.15% – 62
WCM
4447
Weik Capital Management
Pennsylvania
$212M -$6.88M -3% 7.06% 72.2% 101
SI
4448
SimpliFi Inc
California
$212M +$8.07M +4% 1.41% 21.1% 39
WWM
4449
WJ Wealth Management
Arizona
$211M +$63.6M +43% 7.57% 77.2% 70
AFG
4450
Allegheny Financial Group
Pennsylvania
$211M -$36.2M -15% 5.08% 75.2% 165
176 177
178
179 180