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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IHWM
5076
Iron Horse Wealth Management
Iowa
$125M – – 10.3% 29.1% 189
PS
5077
Planned Solutions
California
$125M +$22.5M +22% 12.9% 49.6% 479
BI
5078
Blooom Inc
Kansas
$125M – – 10.6% – 43
KAM
5079
Kopion Asset Management
Texas
$125M +$37.5M +43% 55.5% 95.6% 23
CWA
5080
Carolina Wealth Advisors
South Carolina
$124M +$10.6M +9% 14.9% 49% 267
AIFAIM
5081
American Institute for Advanced Investment Management
Arizona
$124M +$13.1M +12% 10.5% 61.7% 112
RCA
5082
Reitz Capital Advisors
Michigan
$124M +$14.1M +13% 10.7% 11% 52
RHDIC
5083
R.H. Dinel Investment Counsel
California
$124M +$19.6M +19% 12.8% 52.7% 46
WPA
5084
Winning Points Advisors
Florida
$124M +$7.14M +6% 15.4% – 67
WVP
5085
Worth Venture Partners
New Jersey
$124M +$5.99M +5% 28.8% 92.1% 144
AIC
5086
Aurora Investment Counsel
Georgia
$124M +$2.9M +2% 25.8% 52% 114
GPA
5087
Garrison Point Advisors
California
$124M +$14.1M +13% 13.1% 74% 140
SFP
5088
Sterling Financial Planning
New Jersey
$124M – – 17.4% 41% 360
MWM
5089
Moulton Wealth Management
Washington
$124M +$32.9M +36% 9.17% 19.2% 27
CLCM
5090
Crawford Lake Capital Management
New Jersey
$124M -$3.4M -3% 7.42% 171% 79
MTIM
5091
Marathon Trading Investment Management
Pennsylvania
$124M +$14.3M +13% 2.71% 19.9% 230
AL
5092
ADE LLC
Maryland
$124M – – 10.2% 40.1% 328
ICM
5093
Infini Capital Management
Hong Kong
$124M – – 16.1% – 52
IMF
5094
Infini Master Fund
Hong Kong
$124M – – 16.1% – 52
PWM
5095
Palumbo Wealth Management
New York
$124M – – 9.33% 55.9% 89
ICMP
5096
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124M +$9.99M +9% 10.3% 21.9% 58
KEM
5097
Kimmeridge Energy Management
New York
$124M +$61.8M +99% 71.2% 2.83% 3
BCM
5098
BCK Capital Management
Connecticut
$124M – – 31% 285% 59
BI
5099
Berkeley Inc
Idaho
$124M – – 12.3% 39.4% 78
KWP
5100
Keystone Wealth Partners
Arizona
$124M – – 9.46% – 27
202 203
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