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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WLPWM
4851
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 6.08% 52.5% 81
HIC
4852
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 9.98% 95.7% 15
HCM
4853
Hutner Capital Management
Vermont
$143M -$9.41M -6% 5.13% 48.7% 44
WFC
4854
Western Financial Corp
California
$143M +$2.29M +2% 0.45% 80.1% 106
IIM
4855
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 2.42% 140% 171
FWM
4856
FSA Wealth Management
Massachusetts
$143M +$107M +297% 4.98% – 54
SFPG
4857
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 4.83% 56% 123
CSB
4858
City State Bank
Iowa
$143M -$524K -0.4% 5.11% 47.2% 721
SHG
4859
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 119% – 1
NV
4860
Northpond Ventures
Maryland
$143M +$37.7M +36% 79.1% 71.8% 5
SWM
4861
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 5.86% 17.1% 60
HSG
4862
Helen Stephens Group
Texas
$143M +$1.7M +1% 4.55% 40.6% 65
BFA
4863
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 4.84% – 117
GA
4864
GoalVest Advisory
New York
$143M -$15.2M -10% 5.92% 66.1% 330
SFP
4865
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 5.81% 41% 90
MA
4866
Menlo Advisors
California
$143M -$8.26M -5% 3.34% 81.1% 34
RSC
4867
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 3.56% 69.5% 88
CCC
4868
Cincinnati Casualty Company
Ohio
$142M -$10.7M -7% 6.35% 50.7% 26
WFS
4869
Weitzel Financial Services
Iowa
$142M -$5.06M -3% 4.85% 31.7% 37
PSF
4870
Pacific Sun Financial
California
$142M -$9.26M -6% 4.59% – 181
APSI
4871
Asset Planning Services Inc
Louisiana
$142M -$10.3M -7% 6.41% 103% 36
TAM
4872
Tabor Asset Management
New York
$142M +$7.5M +6% 13.1% 287% 39
TCM
4873
Tieton Capital Management
Washington
$142M -$2.24M -2% 1.35% 158% 33
WWP
4874
WR Wealth Planners
Missouri
$142M -$9.7M -6% 5.35% 22.1% 568
BC
4875
Birchview Capital
Vermont
$142M +$4.53M +3% 12% 103% 66
193 194
195
196 197