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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GIA
4976
Goodwin Investment Advisory
Georgia
$171M +$17.9M +12% 8.29% 60.9% 85
KCFA
4977
Key Client Fiduciary Advisors
New Jersey
$171M +$10.9M +7% 5.03% 62% 181
PIA
4978
Powell Investment Advisors
Florida
$171M -$8.61M -5% 5.53% 56.3% 141
HCM
4979
Hutner Capital Management
Vermont
$171M +$6.76M +4% 4.71% 48.7% 44
KWM
4980
KFG Wealth Management
Indiana
$171M +$26.6M +18% 6.8% – 122
MAWCM
4981
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 11% 84.8% 346
KIG
4982
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 4.61% – 123
RA
4983
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 3.77% – 110
MAM
4984
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 4% 44.2% 121
NG
4985
NWK Group
California
$171M +$16.8M +11% 18.2% 274% 75
CPW
4986
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 4.72% 44% 52
FCA
4987
Fortis Capital Advisors
Kansas
$171M -$16.2M -9% 11.9% – 652
CWP
4988
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 3.21% 37.8% 43
AWA
4989
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 8.77% 93.7% 142
PWMG
4990
Provence Wealth Management Group
California
$170M +$20.1M +13% 11.5% – 160
NEPPG
4991
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 4.85% 46.1% 40
AFGAS
4992
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 5.17% – 72
RWM
4993
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 4.34% – 266
CB
4994
CNB Bank
Pennsylvania
$170M +$5.7M +3% 6.59% 73.2% 494
HWP
4995
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 2.23% – 83
PAM
4996
Peninsula Asset Management
Florida
$170M +$10.1M +6% 7.64% 50.3% 42
TL
4997
Tradewinds LLC
North Carolina
$170M +$4.7M +3% 7.38% – 128
CLCM
4998
Center Lake Capital Management
Florida
$169M +$14.8M +10% 21.4% 98.3% 12
PPWM
4999
PFG Private Wealth Management
Florida
$169M +$12.1M +8% 3.65% 39.9% 297
FCCM
5000
First City Capital Management
Georgia
$169M -$1.61M -0.9% 5.16% 59.1% 181
198 199
200
201 202