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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NOI
4751
Newton One Investments
Delaware
$227M +$10M +5% 3.78% 29.9% 116
PLU
4752
Performa Ltd (US)
South Carolina
$227M -$3.06M -1% 7.82% 49.1% 58
TWP
4753
Tempus Wealth Planning
California
$227M -$491K -0.2% 8.42% 75.2% 211
UC
4754
Unio Capital
New Jersey
$227M +$31.8M +16% 16.4% 107% 40
WA
4755
Win Advisors
Florida
$227M +$6.59M +3% 12.9% 77.8% 93
CCM
4756
Campbell Capital Management
Florida
$227M +$13.3M +6% 5.78% – 62
BMWM
4757
Brown Miller Wealth Management
Virginia
$227M +$26.8M +13% 16% 102% 129
HNWA
4758
Henrickson Nauta Wealth Advisors
Michigan
$227M +$22.8M +11% 5.88% 49% 78
GP
4759
Geneva Partners
Wisconsin
$227M +$46.1M +26% 23.1% 201% 81
SC
4760
Scholtz & Company
Connecticut
$227M +$24.5M +12% 19.1% 111% 71
NC
4761
Nokomis Capital
Texas
$227M -$33.4M -13% 5.37% 97% 56
CSB
4762
City State Bank
Iowa
$226M +$27M +14% 6.91% 47.2% 723
CAG
4763
Compass Advisory Group
New York
$226M +$17.6M +8% 6.29% 46.7% 82
TDWM
4764
Topel & Distasi Wealth Management
California
$226M +$15.6M +7% 4.91% 33.8% 76
KCM
4765
Kennicott Capital Management
California
$226M +$22.4M +11% 8.45% 81% 45
AWP
4766
Accretive Wealth Partners
New Jersey
$226M +$17.9M +9% 6.54% 60.5% 141
NFG
4767
Northeast Financial Group
Pennsylvania
$226M +$22M +11% 4.71% 28.4% 79
CIM
4768
Corbyn Investment Management
Maryland
$226M +$13.7M +6% 13.5% 54.2% 64
DFA
4769
DHJJ Financial Advisors
Illinois
$226M +$12.1M +6% 6.99% 50.3% 824
CPC
4770
Congress Park Capital
New York
$226M +$21.3M +10% 13% 100% 124
SM
4771
Sweeney & Michel
California
$226M – – 6.65% – 110
WPW
4772
Watershed Private Wealth
Illinois
$226M +$44.9M +25% 9.16% – 130
RFP
4773
Roth Financial Partners
Texas
$226M +$30.5M +16% 6.65% 47.6% 31
LEFP
4774
Leading Edge Financial Planning
Tennessee
$226M +$33M +17% 4.96% – 62
FWM
4775
Fonville Wealth Management
Virginia
$226M +$37.2M +20% 5.41% – 98
189 190
191
192 193