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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
1M
4901
1248 Management
Missouri
$234M +$1.82M +0.8% 6.48% – 172
PD
4902
Planning Directions
Pennsylvania
$234M +$61.6M +36% 0.36% 36.4% 119
APIM
4903
Agate Pass Investment Management
Washington
$234M +$12.6M +6% 0.66% 53.1% 111
AFC
4904
Adaptive Financial Consulting
Ohio
$234M -$7.58M -3% 0.34% 27.2% 21
SM
4905
Sensible Money
Arizona
$233M +$5.31M +2% 1.87% – 84
WMA
4906
Wealth Management Associates
New Jersey
$233M -$683K -0.3% 0.51% 86% 225
ZIG
4907
Zullo Investment Group
Pennsylvania
$233M -$14.4M -6% 4.09% 108% 151
WAM
4908
Weinberger Asset Management
California
$233M -$6.26M -3% 0.21% 69.8% 82
WRTC
4909
Wind River Trust Company
Wyoming
$233M -$21.2M -8% 1.69% 52.4% 9
BLAM
4910
Bourne Lent Asset Management
New York
$233M -$29.3M -11% 6.62% 79.2% 62
EC
4911
Eaton-Cambridge
Arizona
$233M +$8.7M +4% 0.25% – 40
NAH
4912
Neumann Advisory (HK)
Hong Kong
$233M -$108M -32% 30% 84.2% 10
WAOI
4913
Wealth Advisors of Iowa
Iowa
$233M +$34.3M +17% 0.29% 56.4% 77
MCF
4914
MKA Charitable Fund
California
$233M -$32M -12% 9.09% – 1
XSC
4915
X-Square Capital
Puerto Rico
$233M -$10.6M -4% 2.24% 118% 168
SPS
4916
Susquehanna Portfolio Strategies
Pennsylvania
$233M +$203M +684% 0.32% – 173
SMC
4917
Spider Management Company
Virginia
$232M -$8.91M -4% 3.66% – 4
BC
4918
Barrett & Company
Rhode Island
$232M -$4.69M -2% 2.56% 63% 625
RWA
4919
Rooted Wealth Advisors
Illinois
$232M -$23.6M -9% 1.67% – 97
EWA
4920
Etesian Wealth Advisors
Oregon
$232M +$5.9M +3% 1.1% – 146
NC
4921
Nokomis Capital
Texas
$232M +$15.3M +7% 0.74% 97% 59
WWM
4922
Westwood Wealth Management
California
$232M -$44.9M -16% 13.9% 309% 50
RF
4923
Rossby Financial
Florida
$232M +$74M +47% 0.17% – 1,077
MCC
4924
Malaga Cove Capital
California
$231M -$23.4M -9% 7.8% 90.3% 215
SCM
4925
Stonebridge Capital Management
California
$231M -$12.9M -5% 1.32% 71.8% 85
195 196
197
198 199