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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RWM
4626
Ruedi Wealth Management
Illinois
$238M +$25.7M +12% 5.93% – 276
OFP
4627
OLIO Financial Planning
Virginia
$238M -$1.11M -0.5% 5.32% 33.6% 52
FCA
4628
Fortis Capital Advisors
Kansas
$238M +$50.5M +27% 14.1% – 178
RH
4629
RFG Holdings
Texas
$238M +$40.9M +21% 7.09% 58.3% 45
CHJWM
4630
Carlton Hofferkamp & Jenks Wealth Management
Texas
$237M -$2.2M -0.9% 6.68% 43.7% 135
GWM
4631
Graybill Wealth Management
Illinois
$237M +$11.4M +5% 9.14% – 61
MC
4632
Mount Capital
United Kingdom
$237M +$6.16M +3% 2.62% 43.6% 17
WMWM
4633
Whitaker-Myers Wealth Managers
Ohio
$237M +$36.2M +18% 8.08% – 111
YAL
4634
Your Advocates Ltd
Texas
$237M -$11.6M -5% 4.54% 31.3% 256
TSS
4635
Thomas Story & Son
Indiana
$237M +$23.9M +11% 10.7% 60.3% 53
IC
4636
Innealta Capital
Texas
$237M +$13.8M +6% 5.29% 48.3% 118
DP
4637
Divergent Planning
Maryland
$237M +$29.6M +14% 5.71% 34% 31
BOC
4638
Barbara Oil Co
Illinois
$237M +$14.5M +7% 8.08% 54.7% 80
HZ
4639
Hixon Zuercher
Ohio
$236M +$21.1M +10% 12.5% 89.8% 69
LIM
4640
Letson Investment Management
Georgia
$236M +$21.3M +10% 8.75% – 95
LFP
4641
Leeward Financial Partners
Washington
$236M +$29.4M +14% 8.66% 76% 99
EM
4642
Excalibur Management
Massachusetts
$236M +$23.4M +11% 11.2% 63.7% 168
PI
4643
Pettee Investors
Connecticut
$236M +$9.9M +4% 10.9% 59.9% 122
AC
4644
Aristides Capital
Kentucky
$236M +$37.4M +19% 16.5% 65.2% 386
SI
4645
Shaker Investments
Ohio
$236M +$21.6M +10% 12.4% 135% 92
TFIPS
4646
Towarzystwo Funduszy Inwestycyjnych PZU SA
$236M +$18.1M +8% 15.7% – 575
MCM
4647
Maytus Capital Management
New York
$236M -$14.4M -6% 18.4% 317% 75
BWCS
4648
Beirne Wealth Consulting Services
Connecticut
$236M +$33.9M +17% 5.94% 57.2% 156
WA
4649
Waterford Advisors
New York
$236M +$22.2M +10% 5.65% – 56
AWM
4650
Accel Wealth Management
Iowa
$236M +$36.5M +18% 8.15% 44.4% 236
184 185
186
187 188