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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFA
4476
CWS Financial Advisors
Michigan
$254M +$10.1M +4% 0.08% 66.6% 111
LA
4477
LFL Advisers
Illinois
$254M -$22.9M -8% 2.03% 73.1% 11
SIC
4478
Sterling Investment Counsel
New York
$254M +$37.5M +17% 4.13% 69.6% 179
RWM
4479
Ruedi Wealth Management
Illinois
$254M +$16.3M +7% 0.08% – 496
WGCA
4480
Wolf Group Capital Advisors
Virginia
$254M +$43.5M +21% 1.43% 28.2% 142
CGFA
4481
Colton Groome Financial Advisors
North Carolina
$254M +$4.86M +2% 2.29% 49.2% 130
PAA
4482
Peregrine Asset Advisers
Oregon
$254M +$3.1M +1% 6.89% 163% 191
FFO
4483
Fiduciary Family Office
Florida
$253M -$1.59M -0.6% 6.83% – 220
MBFW
4484
Morton Brown Family Wealth
Pennsylvania
$253M +$11.1M +5% 1.18% 34.5% 240
MTCM
4485
Mint Tower Capital Management
Netherlands
$253M -$21.1M -8% 0.19% 32.3% 195
WWM
4486
Westwood Wealth Management
California
$253M +$49.3M +24% 20.9% 309% 39
YCM
4487
Yakira Capital Management
Connecticut
$253M -$35M -12% 0.66% 67.1% 344
CT
4488
ClearAlpha Technologies
Connecticut
$253M +$18.8M +8% 1.16% – 339
MIM
4489
Montgomery Investment Management
Maryland
$253M -$9.31M -4% 2.63% 77.7% 91
FWM
4490
Fonville Wealth Management
Virginia
$252M +$26.6M +12% 1% – 99
TBWA
4491
Three Bridge Wealth Advisors
California
$252M -$1.43M -0.6% 0.91% 178% 96
LPP
4492
Long Path Partners
Connecticut
$252M +$62.3M +33% 11.5% 56.8% 10
KWM
4493
KFG Wealth Management
Indiana
$252M +$8.8M +4% 3.28% – 162
VBFP
4494
Valtinson Bruner Financial Planning
Minnesota
$252M +$17.4M +7% 1.75% 37.1% 129
SA
4495
Strategic Advocates
Utah
$252M -$7.65M -3% 2.92% – 140
HIS
4496
Harvest Investment Services
Illinois
$252M +$3.13M +1% 4.02% 188% 214
MCM
4497
Millstreet Capital Management
Massachusetts
$252M -$7.52M -3% 8.88% – 4
AA
4498
Argent Advisors
Louisiana
$252M -$1.1M -0.4% 0.25% 42% 140
SC
4499
Sawyer & Company
Massachusetts
$252M +$1.35M +0.5% 2.88% 72.7% 187
OFCM
4500
One Fin Capital Management
California
$252M -$41.4M -14% 5.71% 67.3% 34
178 179
180
181 182