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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
4626
Mindset Wealth Management
Indiana
$257M -$16.7M -6% 10.6% – 159
SFS
4627
Shaker Financial Services
Virginia
$257M -$4.09M -2% 2.74% 7.48% 186
FCAM
4628
First Citizens Asset Management
North Carolina
$257M -$16.1M -6% 1.28% – 26
CP
4629
Canopy Partners
Ohio
$257M -$5.33M -2% 2.09% – 227
SWMG
4630
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 1.05% – 115
ATFA
4631
All Terrain Financial Advisors
Minnesota
$257M -$284K -0.1% 2.64% 45.2% 86
WPWM
4632
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 0.56% 27.3% 46
BBWA
4633
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 2.62% – 72
AW
4634
Atlas Wealth
Ohio
$256M -$7.95M -3% 3.34% – 100
PAWA
4635
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 10.9% – 53
FPWM
4636
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 1.03% 41.5% 214
RCS
4637
Retirement Capital Strategies
California
$256M -$7.86M -3% 1.2% 50.7% 96
ATC
4638
Adirondack Trust Company
New York
$256M -$6M -2% 1.76% 72.2% 488
PA
4639
Pineridge Advisors
Missouri
$256M -$8.78M -3% 1.26% – 685
VIM
4640
Vista Investment Management
Pennsylvania
$256M -$7.79M -3% 1.77% 37.6% 180
MIM
4641
Moseley Investment Management
Florida
$256M -$491K -0.2% 2.29% 110% 156
PIC
4642
PCJ Investment Counsel
Ontario, Canada
$256M -$40.5M -14% 3.51% 105% 79
CWM
4643
Castle Wealth Management
Florida
$255M +$1.28M +0.5% 1.13% 49.5% 128
WSWA
4644
Warren Street Wealth Advisors
California
$255M +$11.7M +5% 0.54% 53.8% 116
IAM
4645
Impact Asset Management
$255M +$2.17M +0.9% 2.26% – 76
AC
4646
Addison Capital
Pennsylvania
$255M +$3.84M +2% 0.37% 61% 145
BTWM
4647
Baker Tilly Wealth Management
Wisconsin
$255M +$47.6K +0% 0.84% 85.1% 253
RWPA
4648
Richard W. Paul & Associates
Michigan
$255M -$19.5M -7% 0.89% – 523
AP
4649
Arlington Partners
Alabama
$255M -$2.74M -1% 3.79% 37.2% 59
NC
4650
Naman Capital
Brazil
$255M +$87.4M +52% 3.11% 92.3% 13
184 185
186
187 188