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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GFWEX
5076
G.F.W. Energy XII
Texas
$185M -$106M -36% 16.4% 71.2% 5
CWM
5077
Collaborative Wealth Management
Florida
$185M +$17M +10% 8.96% 32% 176
NL
5078
NKCFO LLC
Illinois
$185M +$4.43M +2% 11.5% 131% 92
AIM
5079
Ausbil Investment Management
Australia
$185M +$23.6M +15% 12.6% – 61
HWMA
5080
Heritage Wealth Management (Arizona)
Arizona
$185M – – 8.94% – 168
WVP
5081
Worth Venture Partners
New Jersey
$184M +$16.6M +10% 23.7% 92.1% 181
NWM
5082
Napa Wealth Management
California
$184M – – 8.13% – 109
LD
5083
Lipe & Dalton
New York
$184M +$18.1M +11% 13.1% 59.7% 107
GWM
5084
Grand Wealth Management
Michigan
$184M +$20.9M +13% 9.65% 42.5% 78
TWA
5085
Trellis Wealth Advisors
California
$184M +$25.2M +16% 10.9% – 38
CI
5086
Chartist Inc
California
$184M +$15.3M +9% 14.4% – 28
BFA
5087
Buttonwood Financial Advisors
Maryland
$183M +$25.6M +16% 10.4% 67.4% 103
TW
5088
Towerpoint Wealth
California
$183M +$15M +9% 9.77% 47.1% 84
FWM
5089
Fortress Wealth Management
California
$183M +$28.8M +19% 7.89% 34.5% 72
MA
5090
Mezzasalma Advisors
New Jersey
$183M +$21.2M +13% 11.8% 167% 97
DRS
5091
Deane Retirement Strategies
Louisiana
$183M +$4.15M +2% 6.71% 46.9% 70
RWA
5092
Rainsberger Wealth Advisors
Colorado
$183M +$20.3M +12% 9.57% – 73
SM
5093
Sciencast Management
New Jersey
$183M -$37.2M -17% 10.2% – 470
LAM
5094
Lountzis Asset Management
Pennsylvania
$183M +$4.13M +2% 11.3% 109% 46
WIP
5095
WealthCare Investment Partners
Rhode Island
$183M +$18.8M +11% 8.96% 42.9% 134
WAM
5096
WFA Asset Management
Wisconsin
$183M +$14.6M +9% 10% 41.1% 259
I2I
5097
Insight 2811 Inc
Illinois
$183M +$7.03M +4% 5.37% 20.4% 84
TLA
5098
Tanglewood Legacy Advisors
Texas
$183M +$16.3M +10% 9.85% – 295
SW
5099
SMART Wealth
Nebraska
$183M +$49.9M +37% 5.42% – 93
PSC
5100
Patient Square Capital
California
$183M +$941K +0.5% 1.35% – 2
202 203
204
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