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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JWM
4476
Jeppson Wealth Management
California
$214M +$7M +3% 2.03% 67.3% 179
WE
4477
Wealth Effects
Massachusetts
$214M -$26.7M -11% 7.65% 151% 224
PHAM
4478
Palisades Hudson Asset Management
Florida
$214M -$20.1M -9% 4.06% 50.1% 117
AUIM
4479
Aegon USA Investment Management
Iowa
$214M -$146M -40% 4.61% 33% 56
FP
4480
Financial Perspectives
Minnesota
$214M +$2.63M +1% 2.97% 78.3% 704
BIA
4481
Bigelow Investment Advisors
Maine
$214M -$5.95M -3% 4.62% 50.4% 152
KWP
4482
Keystone Wealth Partners
Arizona
$214M -$12.5M -6% 3.39% – 37
VAS
4483
VR Advisory Services
Cayman Islands
$214M -$20.6M -9% 14.4% 102% 93
BCC
4484
Bridge City Capital
Oregon
$214M -$28.5M -12% 8.16% 63.6% 96
GWM
4485
Grand Wealth Management
Michigan
$214M -$9.06M -4% 4.69% 42.5% 62
CI
4486
Chartist Inc
California
$214M -$18.8M -8% 15.4% – 35
AI
4487
Atom Investors
Texas
$214M -$149M -41% 6.64% 55.4% 359
HCM
4488
Highlander Capital Management
New Jersey
$214M -$2.3M -1% 1.31% 34.2% 665
CT
4489
Columbia Trust
Oregon
$214M +$24.5M +13% 3.6% 36% 160
IFA
4490
Interactive Financial Advisors
Illinois
$214M -$48.5M -19% 2.69% 37.1% 180
TP
4491
Tranquility Partners
Tennessee
$214M -$2.52M -1% 3.95% 66.6% 233
WVP
4492
Worth Venture Partners
New Jersey
$214M +$12M +6% 4.95% 92.1% 173
HGM
4493
Highside Global Management
Texas
$213M -$40.4M -16% 14% 11.1% 20
SIP
4494
Stoneridge Investment Partners
Pennsylvania
$213M -$3.95M -2% 5.16% 31.4% 136
RW
4495
Rede Wealth
Virginia
$213M +$13.9M +7% 8.04% 84.2% 114
LC
4496
LCNB Corp
Ohio
$213M -$5.97M -3% 3.11% 57.6% 173
DJC
4497
Daily Journal Corp
California
$213M -$46M -18% 4.39% 79.3% 5
NCM
4498
Northwest Capital Management
Oregon
$213M +$1.44M +0.7% 0.68% 47.6% 99
RP
4499
Repertoire Partners
New York
$212M +$91.3M +75% 1.86% 17.5% 56
HCA
4500
Harbor Capital Advisors
Illinois
$212M -$62.5M -23% 13.7% 97.9% 168
178 179
180
181 182