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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFPG
4601
Stonebridge Financial Planning Group
Florida
$189M +$17.4M +10% 8.01% 56% 457
BWM
4602
BCS Wealth Management
Tennessee
$188M -$22.6M -11% 3.62% 35.3% 174
WP
4603
Waycross Partners
Kentucky
$188M +$8.82M +5% 10.3% 112% 92
WHAM
4604
Windmill Hill Asset Management
United Kingdom
$188M +$1.54M +0.8% 8.11% 92.1% 14
FA
4605
Fountainhead AM
New Jersey
$188M -$9K -0% 4.72% 54.1% 61
EML
4606
Eos Management LP
New York
$188M +$17M +10% 9.15% 149% 29
TCM
4607
Tieton Capital Management
Washington
$188M +$14.3M +8% 7.31% 158% 35
OKSA
4608
O'Keefe Stevens Advisory
New York
$188M +$28.3M +18% 11.9% 211% 43
RW
4609
Rede Wealth
Virginia
$188M +$14.9M +9% 6.94% 84.2% 110
DA
4610
Detalus Advisors
Missouri
$187M +$18M +11% 6.64% 49.8% 122
AIA
4611
Arcadia Investment Advisors
Idaho
$187M +$5.25M +3% 5.78% 43% 248
AFC
4612
AFT Forsyth & Company
Florida
$187M +$20.5M +12% 11.9% 148% 165
BSA
4613
Bull Street Advisors
Georgia
$187M +$10.1M +6% 4.49% 35.1% 94
AC
4614
AlphaCore Capital
California
$187M +$37.6M +25% 6.08% 62.5% 84
RWP
4615
Reliant Wealth Planning
Kentucky
$187M +$14.6M +8% 6.95% 37.2% 5
SAM
4616
Selway Asset Management
$187M +$14.9M +9% 6.41% 36.5% 76
MSFP
4617
Mark Sheptoff Financial Planning
Connecticut
$187M +$12.3M +7% 6.67% 74.7% 445
CJA
4618
C-J Advisory
California
$186M +$14.8M +9% 5.63% 39.2% 34
WGCA
4619
Wolf Group Capital Advisors
Virginia
$186M +$12.6M +7% 5.23% 28.2% 103
IFG
4620
Investors Financial Group
Minnesota
$186M +$15.4M +9% 5.69% – 212
ATIA
4621
American Trust Investment Advisors
New Hampshire
$186M +$14.8M +9% 7.35% 95.4% 86
JAM
4622
JLP Asset Management
New York
$186M +$29.4M +19% 13.7% 16.1% 34
LGA
4623
Lebenthal Global Advisors
New York
$186M +$23.4M +14% 7.24% 30.6% 190
BFA
4624
Beacon Financial Advisory
Ohio
$186M +$11.4M +6% 6.28% 54.9% 236
SWP
4625
ShoreHaven Wealth Partners
New Jersey
$186M +$1.5M +0.8% 4.53% 45.2% 288
183 184
185
186 187