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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AMIM
5051
Aull & Monroe Investment Management
Alabama
$204M -$14.4M -7% 0.86% 47.5% 135
GAAM
5052
Guinness Atkinson Asset Management
California
$204M -$8.6M -4% 6.2% 116% 105
VEA
5053
Virtus ETF Advisers
New York
$204M +$15.9M +8% 0.14% 79.8% 488
JWM
5054
JPL Wealth Management
Colorado
$204M +$23M +13% 2.82% – 115
MWS
5055
Maxwell Wealth Strategies
California
$204M +$6.8M +3% 2.64% – 105
CB
5056
Centennial Bank
Arkansas
$204M +$8.74M +4% 1.39% – 352
ACM
5057
Ardent Capital Management
Ohio
$204M +$4.84M +2% 3.54% 82.1% 46
FW
5058
FullCircle Wealth
Texas
$204M – – 0.68% – 167
AFC
5059
AFT Forsyth & Company
Florida
$204M +$28.5M +16% 10.5% 148% 140
SPT
5060
Siemens Pension Trust
Germany
$204M +$0 0% 0% – 1
CWA
5061
Carolina Wealth Advisors
South Carolina
$204M +$19.4M +11% 2.38% 49% 240
GCA
5062
Genesee Capital Advisors
New York
$204M +$21.1M +12% 3.18% 73.7% 136
WWM
5063
Waterway Wealth Management
Texas
$204M -$23.7M -10% 0.88% – 76
FI
5064
FIDELIS iM
Oregon
$204M +$4.57M +2% 0.1% 29.8% 19
PS
5065
Planned Solutions
California
$204M -$315K -0.2% 0.74% 49.6% 111
PWM
5066
Prosperity Wealth Management
California
$203M -$7.79M -4% 4.71% – 198
AWMT
5067
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 0.67% 62.6% 78
AWM
5068
Act Wealth Management
Texas
$203M +$4.83M +2% 0.33% 50.1% 46
PBC
5069
Pavion Blue Capital
California
$203M +$945K +0.5% 1.79% 70.6% 104
SN
5070
Sittner & Nelson
Oregon
$203M +$4.58M +2% 4.93% 79.8% 511
EPW
5071
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 1.63% – 225
BA
5072
Bridge Advisory
California
$203M +$1.46M +0.7% 2.55% 6.7% 108
GPFA
5073
Game Plan Financial Advisors
Ohio
$203M +$5.33M +3% 4.73% – 481
LCM
5074
Lunt Capital Management
Utah
$203M +$1.39M +0.7% 1.79% – 96
ANHIM
5075
Alan N. Hoffman Investment Management
Massachusetts
$203M +$24.5M +14% 15.6% 89% 15
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