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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWP
5026
Gen-Wealth Partners
Michigan
$233M +$3.64M +2% 0.58% – 705
SIM
5027
Synergy Investment Management
Florida
$233M – – 0.32% – 637
VSI
5028
Verde Servicos Internacionais
Brazil
$232M +$16.9M +8% 8.42% 157% 51
WFA
5029
WMG Financial Advisors
Tennessee
$232M +$10.9M +5% 0.47% 52.2% 189
MPAM
5030
Murphy Pohlad Asset Management
Minnesota
$232M -$8.28M -3% 1.96% 40.9% 124
1M
5031
1248 Management
Missouri
$232M – – 2.79% – 75
WS
5032
Wela Strategies
Georgia
$232M +$2.63M +1% 4.45% 35.6% 76
JWBC
5033
John W. Brooker & Co
California
$232M +$14M +6% 0.55% 29.6% 78
WMP
5034
Wealth Management Partners
Arizona
$232M +$16M +7% 6.97% 127% 122
WFG
5035
Wills Financial Group
Virginia
$232M -$6.8M -3% 2.1% 43.8% 67
LIG
5036
Lokken Investment Group
Delaware
$232M -$8.26M -3% 0.19% 47% 164
PP
5037
Pacifica Partners
Canada
$231M -$10.7M -4% 0.12% 59.9% 514
ACH
5038
Axis Capital Holdings
Bermuda
$231M +$3.8M +2% 1.72% 62.2% 3
NWM
5039
Napa Wealth Management
California
$231M +$20M +9% 4.07% – 219
OFCM
5040
One Fin Capital Management
California
$231M -$33.4M -13% 12.5% 67.3% 23
AA
5041
AlphaMark Advisors
Kentucky
$231M -$58.7M -20% 0.21% 26.4% 773
CG
5042
Castellan Group
Kentucky
$231M -$6.42M -3% 9.88% 178% 70
SN
5043
Sittner & Nelson
Oregon
$231M +$7.09M +3% 2.08% 79.8% 509
PWA
5044
Phoenix Wealth Advisors
North Carolina
$231M +$15.2M +7% 0.33% 57.2% 126
BIG
5045
Boothe Investment Group
Delaware
$230M +$11.5M +5% 0.16% 43.5% 41
AVM
5046
Arch Venture Management
Illinois
$230M -$30.3M -12% 4.08% 31.3% 9
WA
5047
Wealthstar Advisors
Texas
$230M – – 0.59% – 130
SCM
5048
Spreng Capital Management
Ohio
$230M +$15.1M +7% 2.11% 66.1% 78
TFA
5049
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 1.8% – 70
BP
5050
BWM Planning
Texas
$230M +$4.47M +2% 1.65% – 78
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