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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWN
4851
Independent Wealth Network
Iowa
$246M +$20.2M +9% 1.28% 51.4% 251
FWM
4852
FSA Wealth Management
Massachusetts
$246M -$3.94M -2% 1.29% – 591
GP
4853
Geneva Partners
Wisconsin
$246M +$15.4M +7% 9.3% 201% 78
SWM
4854
Selective Wealth Management
Virginia
$246M +$5.54M +2% 5.7% – 112
VWM
4855
Vigilare Wealth Management
Arizona
$246M -$1.06M -0.4% 0.4% 40.4% 94
BAMG
4856
Brand Asset Management Group
Missouri
$246M -$9.24M -4% 0.57% 53.5% 92
GB
4857
Goepper Burkhardt
South Carolina
$246M +$3.74M +2% 0.51% 48.2% 84
HNWA
4858
Henrickson Nauta Wealth Advisors
Michigan
$246M -$5.81M -2% 3.48% 49% 86
BCFD
4859
Boit C.F. David
$246M +$44.2M +22% 0.78% 63.5% 129
CL
4860
CRCM LP
California
$246M +$91.4M +59% 42.6% – 7
ODA
4861
One Degree Advisors
California
$246M +$8.62M +4% 1.58% – 66
WCM
4862
Weik Capital Management
Pennsylvania
$246M -$1.9M -0.8% 0.58% 72.2% 97
CWG
4863
Crown Wealth Group
North Carolina
$246M +$15.9M +7% 3.25% 81.8% 125
TWM
4864
TSA Wealth Management
Texas
$246M -$2.44M -1% 0.83% – 68
RFM
4865
RPD Fund Management
New York
$246M – – 9.58% – 8
PP
4866
Praetorian PR
Puerto Rico
$245M -$9.63M -4% 18.4% – 25
RL
4867
Rogco LP
Oklahoma
$245M -$9.69M -4% 0.61% – 252
FDS
4868
First Dallas Securities
Texas
$245M +$6.11M +3% 4.47% 132% 122
BFP
4869
Briaud Financial Planning
Texas
$245M +$51.7M +27% 0.76% 53.6% 223
GCM
4870
GKV Capital Management
California
$245M – – 3.07% – 160
LRIC
4871
Long Road Investment Counsel
Michigan
$245M -$6.04M -2% 0.53% 65.3% 71
TFG
4872
Tilson Financial Group
New Jersey
$245M +$14.3M +6% 1.98% – 77
MWS
4873
Maxwell Wealth Strategies
California
$245M +$9.64M +4% 2.31% – 112
BPM
4874
Blue Pool Management
Hong Kong
$245M -$31.9M -12% 8.68% 125% 3
VEA
4875
Virtus ETF Advisers
New York
$245M +$31M +15% 3.91% 79.8% 511
193 194
195
196 197