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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RWA
4551
Rooted Wealth Advisors
Illinois
$289M +$57.2M +25% 7.72% 109
JWM
4552
Jeppson Wealth Management
California
$289M +$15.9M +6% 8.86% 67.3% 221
SA
4553
SAM Advisors
California
$289M +$22.2M +8% 9.68% 49.8% 45
SFMG
4554
Sage Financial Management Group
Virginia
$289M +$13.6M +5% 7.44% 42.9% 57
DWM
4555
Darwin Wealth Management
Florida
$289M -$8.55M -3% 9.85% 46.1% 681
HNWA
4556
Henrickson Nauta Wealth Advisors
Michigan
$289M +$44.6M +18% 8.76% 49% 85
WPA
4557
WIT Partners Advisory
Singapore
$289M -$14M -5% 4.63% 1
AGWCA
4558
Annis Gardner Whiting Capital Advisors
Florida
$289M +$52.4M +22% 11.6% 1,354
PC
4559
Prevatt Capital
Bahamas
$289M -$15.1M -5% 11% 13
IAM
4560
Iridian Asset Management
Connecticut
$289M -$30.1M -9% 5.91% 57.1% 46
FCT
4561
Family Capital Trust
Massachusetts
$289M +$9.79M +4% 5.38% 44.2% 62
SCM
4562
Sandler Capital Management
New York
$288M -$19M -6% 19.2% 140% 172
KFA
4563
Kelleher Financial Advisors
New York
$288M +$37.2M +15% 7.55% 86.7% 144
BDA
4564
Borer Denton & Associates
Pennsylvania
$288M +$5.39M +2% 4.97% 52.1% 60
VC
4565
Veracity Capital
Georgia
$288M +$33.6M +13% 12.5% 95.5% 250
PWM
4566
Purus Wealth Management
California
$288M +$52.9M +23% 19.7% 146% 142
MP
4567
Maestria Partners
Georgia
$288M +$51.2M +22% 27.6% 15
GCM
4568
GoodHaven Capital Management
New Jersey
$288M -$7.43M -3% 1.22% 108% 26
AAI
4569
American Assets Inc
California
$288M -$881K -0.3% 4.4% 7.31% 26
AC
4570
Addison Capital
Pennsylvania
$288M +$32.4M +13% 9.52% 61% 147
KF
4571
KKM Financial
Illinois
$288M +$51M +22% 10.3% 158
FIBT
4572
First International Bank & Trust
North Dakota
$287M -$28.7M -9% 4.73% 28.4% 76
FRA
4573
Front Row Advisors
California
$287M +$27.2M +10% 17.5% 129% 567
CWM
4574
Cherrydale Wealth Management
New Jersey
$287M +$34.5M +14% 11.1% 62.6% 82
CCM
4575
Cutler Capital Management
Massachusetts
$287M -$99.8K -0% 0% 10.9% 126