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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWSA
4701
Global Wealth Strategies & Associates
Colorado
$172M – – 7.2% – 368
WWM
4702
WJ Wealth Management
Arizona
$172M +$12.8M +8% 7.57% 77.2% 60
NIA
4703
NIA Impact Advisors
California
$172M +$10M +6% 7.54% – 65
CD
4704
Chapin Davis
Maryland
$172M – – 10.8% – 200
SFS
4705
Searcy Financial Services
Kansas
$172M +$14.2M +9% 4.56% 48.4% 20
TC
4706
Tejara Capital
United Kingdom
$172M – – 16.3% – 95
FC
4707
FACT Capital
New York
$172M – – 17.4% – 12
BKA
4708
Brick & Kyle Associates
Pennsylvania
$172M +$6.97M +4% 9.27% 82.9% 57
GAG
4709
Goodman Advisory Group
Massachusetts
$172M -$11.5M -6% 8.82% 64.9% 168
JA
4710
JVL Associates
Michigan
$172M +$6.55M +4% 5.84% 61.5% 41
KC
4711
Kinloch Capital
Virginia
$172M +$20.3M +13% 13% 39.1% 77
FWM
4712
FSA Wealth Management
Massachusetts
$172M +$28.8M +20% 7.01% – 59
WA
4713
Waterford Advisors
New York
$172M – – 7.35% – 50
CCM
4714
Cribstone Capital Management
Maine
$172M +$9.92M +6% 6.61% 22.4% 483
TPW
4715
TL Private Wealth
Texas
$172M +$10.4M +6% 6.52% 42.1% 47
VWM
4716
Vigilare Wealth Management
Arizona
$171M +$94.1M +122% 4.72% 40.4% 118
MWP
4717
Madison Wealth Partners
Wisconsin
$171M +$18.5M +12% 6.72% 56.7% 80
EAM
4718
Eukles Asset Management
Ohio
$171M +$18.7M +12% 11.9% 86.8% 229
ROC
4719
Robertson Opportunity Capital
Texas
$171M +$8.78M +5% 12.5% 122% 27
DI
4720
DAGCO Inc
Ohio
$171M +$12.1M +8% 9.97% 50.2% 90
C1AG
4721
Client 1st Advisory Group
Florida
$171M +$10.3M +6% 7.03% 41.6% 90
BC
4722
Beaconlight Capital
New York
$171M +$8.78M +5% 15.1% 149% 42
IWMWV
4723
Ironwood Wealth Management (West Virginia)
West Virginia
$171M +$31.7M +23% 6.96% 27.3% 24
SL
4724
Sentinus LLC
Illinois
$171M +$10.9M +7% 5.78% – 139
TIA
4725
Tiemann Investment Advisors
California
$171M +$16.4M +11% 7.94% 66.6% 199
187 188
189
190 191