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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TWM
5101
Trinity Wealth Management
Pennsylvania
$200M +$6.74M +3% 1.7% 39.5% 49
AWA
5102
Alta Wealth Advisors
Massachusetts
$200M +$3.63M +2% 4.49% 93.7% 134
TPWA
5103
Twin Peaks Wealth Advisors
California
$200M +$20.3M +11% 4.47% – 137
SFS
5104
Searcy Financial Services
Kansas
$200M +$3.96M +2% 1.98% 48.4% 27
WFS
5105
Weitzel Financial Services
Iowa
$200M +$2.46M +1% 0.04% 31.7% 44
UBG
5106
United Bank (Georgia)
Georgia
$200M +$3.65M +2% 3.91% 65.7% 97
CCC
5107
Chelsea Counsel Company
California
$200M +$24M +14% 6.18% 54.6% 207
IA
5108
IMZ Advisory
Florida
$200M +$6.43M +3% 2.56% – 31
AIM
5109
Aspen Investment Management
Michigan
$200M +$3.47M +2% 1.69% 57.9% 159
TW
5110
Towerpoint Wealth
California
$200M +$1.28M +0.6% 1.97% 47.1% 85
FCM
5111
Findell Capital Management
New York
$200M +$15.6M +8% 8.43% – 21
LSIA
5112
LaSalle St. Investment Advisors
Illinois
$200M +$22.2M +12% 1.83% – 185
CWG
5113
Crown Wealth Group
North Carolina
$200M +$6.17M +3% 6.69% 81.8% 118
MS
5114
Marshall & Sullivan
Washington
$200M -$1.95M -1% 1.32% 61% 41
CGC
5115
Continental Grain Company
New York
$200M +$45.8M +30% 6.37% 3.89% 2
BOCM
5116
Bontempo Ohly Capital Management
Maryland
$200M -$4.98M -2% 1.51% 43.7% 35
DR
5117
Davis Rea
Ontario, Canada
$200M -$19.6M -9% 1.33% 62.7% 38
WCM
5118
Winthrop Capital Management
Indiana
$200M -$17.1M -8% 3.09% – 177
C
5119
CEDRUS
Colorado
$200M +$16.8M +9% 0.98% 19.8% 171
MAM
5120
Monaco Asset Management
Monaco
$200M -$25.7M -11% 0.19% 31.8% 71
PCG
5121
PFC Capital Group
California
$200M +$13.6M +7% 8.43% – 78
WAM
5122
Westport Asset Management
Connecticut
$200M -$471K -0.2% 0.59% 81% 76
CA
5123
Calton & Associates
Florida
$200M -$5.46M -3% 2.57% 51.2% 199
EA
5124
Everpar Advisors
Oklahoma
$200M +$35.3M +21% 3.66% – 276
MVP
5125
Medina Value Partners
California
$200M -$4.4M -2% 1.01% 113% 18
203 204
205
206 207