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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ATC
4701
Adirondack Trust Company
New York
$275M +$19.5M +8% 9.4% 72.2% 498
MWP
4702
Meredith Wealth Planning
Illinois
$275M +$48.7M +21% 8.99% – 62
CWM
4703
Castle Wealth Management
Florida
$275M +$19.9M +8% 7.87% 49.5% 130
SCI
4704
Silver Coast Investments
United States
$275M +$11.7M +4% 4.99% – 111
IWN
4705
Independent Wealth Network
Iowa
$275M +$24.1M +10% 8.16% 51.4% 263
WPW
4706
Watershed Private Wealth
Illinois
$275M +$24.6M +10% 10.9% – 116
VAM
4707
Vert Asset Management
California
$275M -$16.3M -6% 0.68% 17.2% 45
HWP
4708
Hibernia Wealth Partners
Louisiana
$274M +$134M +95% 3.99% – 106
TA
4709
Teramo Advisors
Florida
$274M +$28M +11% 8.42% 45.7% 23
SC
4710
Sykon Capital
New York
$274M +$10.9M +4% 8.93% – 97
IWMA
4711
Ironwood Wealth Management (Arizona)
Arizona
$274M -$51.8M -16% 5.5% 24.3% 43
CIA
4712
Cape Investment Advisory
Georgia
$274M +$22.9M +9% 8.58% – 1,272
SWM
4713
Selective Wealth Management
Virginia
$274M +$44M +19% 8.74% – 106
AW
4714
Atlas Wealth
Ohio
$274M +$17.4M +7% 4.63% – 112
FI
4715
Financial Insights
Washington
$274M +$22.5M +9% 9.63% 68.6% 134
TWM
4716
TSA Wealth Management
Texas
$274M +$22.2M +9% 8.03% – 85
HWM
4717
Hassell Wealth Management
Louisiana
$274M +$39.3M +17% 7.16% – 26
RHP
4718
Royal Harbor Partners
Texas
$274M +$15.4M +6% 7.47% 47.8% 53
SILC
4719
Starr Indemnity & Liability Company
New York
$273M +$66.7M +32% 6.48% – 8
BWG
4720
Beta Wealth Group
California
$273M -$5.38M -2% 6.42% 34.2% 118
EW
4721
Enzi Wealth
Texas
$273M +$25.9M +10% 7.57% 52.8% 70
EWA
4722
Encompass Wealth Advisors
Oregon
$273M +$27.1M +11% 10.4% 44.9% 105
CP
4723
Canopy Partners
Ohio
$273M +$16M +6% 11.1% – 236
OPAM
4724
Olympus Peak Asset Management
Connecticut
$273M +$37M +16% 29.9% – 1
FNBSF
4725
First National Bank Sioux Falls
South Dakota
$272M +$25.4M +10% 8.7% 54.5% 141
187 188
189
190 191