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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TWM
4626
TLW Wealth Management
Florida
$183M +$2.87M +2% 0.73% 106% 17
PK
4627
Pflug Koory
Nebraska
$183M -$8.09M -4% 1.28% 487
OKSA
4628
O'Keefe Stevens Advisory
New York
$183M -$4.76M -3% 2.9% 211% 44
EAM
4629
Eukles Asset Management
Ohio
$183M +$2.35M +1% 0.73% 86.8% 243
KPWG
4630
KFA Private Wealth Group
Virginia
$183M -$463K -0.3% 0.73% 45% 74
SCM
4631
Salem Capital Management
Massachusetts
$183M +$85K +0% 0.62% 32.3% 76
KSCM
4632
Kamunting Street Capital Management
Florida
$182M +$626K +0.3% 9.39% 1.15% 100
CFGF
4633
Compass Financial Group (Florida)
Florida
$182M -$12M -6% 0.34% 32.9% 35
PCM
4634
Perritt Capital Management
Illinois
$182M -$9.34M -5% 2.02% 70.8% 207
LWMG
4635
Levy Wealth Management Group
Pennsylvania
$182M +$8.26M +5% 0.29% 21.1% 72
VBFP
4636
Valtinson Bruner Financial Planning
Minnesota
$182M +$7.12M +4% 0.16% 37.1% 97
CI
4637
Ceera Investments
Texas
$182M +$50.1M +38% 1.11% 86.3% 71
GSC
4638
G&S Capital
Colorado
$182M -$8.9M -5% 0.71% 50.8% 118
IF
4639
Insight Folios
North Carolina
$182M +$11.5M +7% 4.49% 32.9% 124
HVP
4640
Hudson Value Partners
Florida
$182M +$619K +0.3% 0.16% 88.9% 117
MSFP
4641
Mark Sheptoff Financial Planning
Connecticut
$182M -$4.91M -3% 0.73% 74.7% 440
SJIM
4642
St. Johns Investment Management
Florida
$182M -$2.46M -1% 0.36% 64.7% 222
KWP
4643
Keystone Wealth Partners
Arizona
$181M +$15.5M +9% 0.66% 28
OCM
4644
Orser Capital Management
Texas
$181M -$13.1M -7% 1.45% 123% 101
TC
4645
Truvestments Capital
Florida
$181M -$925K -0.5% 2.98% 70.8% 669
JAM
4646
JLP Asset Management
New York
$181M -$5.05M -3% 0.35% 16.1% 33
SL
4647
SIB LLC
New York
$181M +$2.29M +1% 2.77% 29.1% 21
WAOTB
4648
Wealth Advisors of Tampa Bay
Florida
$181M +$1.35M +0.8% 0.17% 61.8% 83
AA
4649
Altman Advisors
Illinois
$181M +$3.61M +2% 2.51% 84
ACM
4650
Adalta Capital Management
New York
$181M -$2.97M -2% 0.69% 65.8% 99