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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWM
4651
Penobscot Wealth Management
Maine
$279M +$41.6M +17% 8.43% 44.2% 101
BAM
4652
Bosun Asset Management
Illinois
$279M +$70.7M +34% 23.1% 221% 220
EWM
4653
Essex Woodlands Management
Texas
$279M -$67.5M -19% 16.1% 196% 6
BMC
4654
Bear Mountain Capital
Washington
$279M +$20.5M +8% 7.78% – 347
OAM
4655
Oak Asset Management
California
$279M +$6.14M +2% 5.76% 63.9% 104
LWM
4656
Luminvest Wealth Management
Arizona
$279M +$36.3M +15% 7.67% – 42
SCP
4657
Stevens Capital Partners
Nebraska
$279M +$66M +31% 11% – 86
BI
4658
Berkeley Inc
Idaho
$279M +$65.5M +31% 5.44% 39.4% 75
JA
4659
JVL Associates
Michigan
$278M +$30.6M +12% 10.2% 61.5% 67
BCIM
4660
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 8.69% 38.8% 27
YAL
4661
Your Advocates Ltd
Texas
$278M +$17.6M +7% 6.87% 31.3% 218
WIP
4662
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 9.23% 42.9% 158
XSC
4663
X-Square Capital
Puerto Rico
$278M +$45.4M +20% 19.1% 118% 173
CAGAS
4664
Capital Advisory Group Advisory Services
Minnesota
$278M +$16M +6% 7.54% 62.4% 185
BFS
4665
Burkett Financial Services
South Carolina
$278M +$32.3M +13% 7.39% – 266
RFP
4666
Roth Financial Partners
Texas
$277M +$24.2M +10% 8.67% 47.6% 32
PSC
4667
Patient Square Capital
California
$277M +$35.7M +15% 15.4% – 22
TH
4668
Team Hewins
California
$277M +$20M +8% 5.98% – 38
FFA
4669
Fi3 Financial Advisors
Indiana
$277M +$31M +13% 10.1% 60.3% 181
RWM
4670
Revisor Wealth Management
Ohio
$277M +$52.5M +23% 6.68% – 283
WPWM
4671
Windward Private Wealth Management
Kansas
$277M +$20.9M +8% 6.38% 27.3% 44
LCAM
4672
Long Corridor Asset Management
Hong Kong
$277M +$141M +103% 15.4% 79.6% 23
OFG
4673
Omega Financial Group
California
$277M +$16.7M +6% 7.22% 32% 91
PH
4674
Pinnacle Holdings
Oklahoma
$277M +$14.1M +5% 4.43% 58.8% 262
RW
4675
Rede Wealth
Virginia
$277M -$6.09M -2% 0.42% 84.2% 107
185 186
187
188 189