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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFS
4701
Bickling Financial Services
Massachusetts
$206M +$8.97M +5% 5.89% – 141
RWM
4702
Reston Wealth Management
Virginia
$206M +$14M +7% 5.28% 44.7% 64
GWAG
4703
Garrett Wealth Advisory Group
Texas
$206M +$49.6M +32% 8.55% 49.6% 63
FCM
4704
Forager Capital Management
Alabama
$206M – – 7.24% 30.8% 13
MPPLM
4705
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$206M +$17.3M +9% 9.53% 89.5% 118
YEPV
4706
Yorktown Energy Partners VIII
New York
$206M -$46M -18% 9.19% 15.2% 3
MWM
4707
MorganRosel Wealth Management
Colorado
$206M +$22.5M +12% 5.83% 51.9% 94
RWP
4708
Reliant Wealth Planning
Kentucky
$206M +$16.9M +9% 8.29% 37.2% 5
JF
4709
JSF Financial
California
$206M +$3.64M +2% 8.71% 69.4% 133
RPCONE
4710
Retirement Planning Company of New England
Rhode Island
$205M – – 10.2% 90.2% 983
RWP
4711
Ridgecrest Wealth Partners
California
$205M +$21.8M +12% 9.32% 69.7% 126
TWA
4712
TPB Wealth Advisors
Texas
$205M +$67.4M +49% 5.35% – 51
C1AG
4713
Client 1st Advisory Group
Florida
$205M +$8.97M +5% 4.38% 41.6% 78
FCP
4714
Fosse Capital Partners
United Kingdom
$205M +$16M +9% 11.3% 124% 4
SFA
4715
Spectrum Financial Alliance
Kentucky
$205M – – 6.23% – 10
BWP
4716
Bernardo Wealth Planning
Pennsylvania
$205M +$32.6M +19% 8.78% 46.7% 89
WWM
4717
Wiser Wealth Management
Georgia
$205M +$17.1M +9% 4.94% 36.7% 32
FAM
4718
Fulcrum Asset Management
United Kingdom
$205M +$2.28M +1% 12.5% – 214
ACM
4719
Axar Capital Management
New York
$205M -$20.8M -9% 7.66% 680% 3
SI
4720
Sora Investors
Pennsylvania
$205M – – 13.1% 114% 22
LSA
4721
Lion Street Advisors
Texas
$204M +$19.1M +10% 10.3% 33.6% 161
SA
4722
SoftVest Advisors
Texas
$204M +$14.7M +8% 7.85% 75.8% 8
PA
4723
Paragon Advisors
Texas
$204M -$1.49M -0.7% 10.8% 108% 77
JAM
4724
JLP Asset Management
New York
$204M +$23.1M +13% 19.6% 16.1% 31
WDG
4725
Wealth Dimensions Group
Ohio
$204M +$47.9M +31% 8.46% 45.3% 134
187 188
189
190 191