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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWM
4951
Luminvest Wealth Management
Arizona
$213M +$54.2M +34% 0.8% – 35
LIG
4952
Lokken Investment Group
Delaware
$213M +$12M +6% 1.4% 47% 157
ONGA
4953
O'Neil Global Advisors
California
$213M +$132M +162% 19.2% 1,380% 70
RL
4954
Retireful LLC
Michigan
$213M -$27.9M -12% 5.85% 99.2% 153
GPC
4955
Guardian Point Capital
Virginia
$213M +$16.7M +9% 2.6% 114% 11
RFS
4956
Retirement Financial Solutions
Tennessee
$212M +$18M +9% 0.34% – 42
RIM
4957
Reliant Investment Management
Tennessee
$212M -$974K -0.5% 2.04% 98.8% 64
OFS
4958
OMC Financial Services
New York
$212M +$15.5M +8% 8.13% – 63
KPP
4959
Kings Path Partners
Texas
$212M – – 0.02% – 282
WAM
4960
Weinberger Asset Management
California
$212M +$5.11M +2% 2.58% 69.8% 81
HIS
4961
Horizon Investment Services
Indiana
$212M +$7.77M +4% 7.46% 145% 127
BFA
4962
Buttonwood Financial Advisors
Maryland
$212M -$802K -0.4% 0.77% 67.4% 107
GI
4963
GS Investments
Minnesota
$212M +$4.49M +2% 5.18% 91.3% 138
LWM
4964
Long Walk Management
Connecticut
$212M +$11.3M +6% 3.45% 394% 11
SW
4965
StrongBox Wealth
Missouri
$212M +$22.1M +12% 3.24% 50.6% 91
LK
4966
Lumbard & Kellner
New Hampshire
$212M +$6.21M +3% 0.09% 58.3% 80
TLA
4967
Tanglewood Legacy Advisors
Texas
$212M +$8.67M +4% 2.3% – 300
TF
4968
Theory Financial
Colorado
$212M +$15.2M +8% 1.72% – 80
PCC
4969
Perry Creek Capital
New York
$212M -$26.1M -11% 9.72% 37.9% 13
GAMC
4970
Garner Asset Management Corp
Texas
$212M +$8.52M +4% 3.46% 62.2% 156
MIM
4971
Meros Investment Management
Texas
$211M -$12.2M -5% 2.38% 59.1% 42
TFA
4972
TPG Financial Advisors
Oregon
$211M – – 0.61% – 68
PWM
4973
Proathlete Wealth Management
Florida
$211M +$23.2M +12% 2.09% – 59
CPWM
4974
Cypress Point Wealth Management
Texas
$211M +$15.9M +8% 2.96% 260% 74
EWP
4975
Elevation Wealth Partners
California
$211M +$11M +5% 2.42% – 544
197 198
199
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