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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WPWM
4426
Windward Private Wealth Management
Kansas
$239M +$17.5M +8% 7.36% 27.3% 51
TP
4427
Tranquility Partners
Tennessee
$239M +$5.24M +2% 11.9% 66.6% 216
RLIM
4428
Red Lighthouse Investment Management
New York
$239M +$26M +12% 11% – 98
TA
4429
TFG Advisers
Michigan
$238M +$25.5M +12% 11.5% 61.8% 206
MCF
4430
MKA Charitable Fund
California
$238M – – 0.78% – 1
ACM
4431
Avalon Capital Management
California
$238M +$42.2M +22% 10.5% 94.3% 103
SOCM
4432
SR One Capital Management
Pennsylvania
$238M +$43M +22% 58.4% 189% 6
RWPA
4433
Richard W. Paul & Associates
Michigan
$238M +$19.5M +9% 11.5% – 547
SAM
4434
Selway Asset Management
$238M +$20.7M +10% 10.1% 36.5% 83
BMC
4435
Bear Mountain Capital
Washington
$238M – – 8.89% – 235
OFA
4436
Oak Family Advisors
Illinois
$238M +$26.2M +12% 8.96% 71.8% 122
AFWM
4437
AMJ Financial Wealth Management
Virginia
$238M +$20.6M +9% 11.5% 139% 77
SIP
4438
Stoneridge Investment Partners
Pennsylvania
$238M +$25.7M +12% 10% 31.4% 116
RWM
4439
Rench Wealth Management
Texas
$237M +$19.9M +9% 11.5% 80.9% 47
GCP
4440
Gill Capital Partners
Colorado
$237M +$11.3M +5% 9.23% 39.7% 135
CYG
4441
Clean Yield Group
Vermont
$237M +$11.8M +5% 8.47% 41.3% 392
CD
4442
Chapin Davis
Maryland
$237M +$28M +13% 12.1% – 227
ITFISA
4443
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$237M +$51M +27% 18.4% 159% 199
PM
4444
Phraction Management
Connecticut
$237M +$30M +14% 11% 62.9% 54
SCM
4445
Seascape Capital Management
New Hampshire
$237M +$26M +12% 10.9% 68.6% 108
MCC
4446
Malaga Cove Capital
California
$237M +$20.4M +9% 12.9% 90.3% 191
EW
4447
Evexia Wealth
Wisconsin
$237M +$39.2M +20% 12.7% – 59
SWRP
4448
Summit Wealth & Retirement Planning
California
$237M -$11.9M -5% 8.84% 50.8% 59
SLWA
4449
San Luis Wealth Advisors
California
$237M +$28.9M +14% 7.51% 53.4% 79
PA
4450
Paragon Advisors
Texas
$237M -$4.62M -2% 17.1% 108% 136
176 177
178
179 180