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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IFO
5176
Independent Family Office
New York
$177M +$16.7M +10% 11.6% 66.1% 75
RTL
5177
Red Tortoise LLC
Georgia
$177M +$27.5M +18% 8.96% – 607
DWM
5178
Denver Wealth Management
Colorado
$177M +$22.1M +14% 9.64% 50.6% 78
WAM
5179
Waterfall Asset Management
New York
$177M – – 1.22% – 7
E
5180
EnerVest
Texas
$177M -$13.4M -7% 7.07% 7.1% 1
RFS
5181
Retirement Financial Solutions
Tennessee
$177M +$28.2M +19% 9.7% – 47
NLP
5182
Next Level Private
New York
$176M +$25.7M +17% 10.5% 73.8% 111
CHA
5183
Cooper/Haims Advisors
New York
$176M +$47.9M +37% 8.39% 42.9% 86
AWMT
5184
AAFMAA Wealth Management & Trust
North Carolina
$176M +$68.7M +64% 12.7% 62.6% 61
USB
5185
Union Savings Bank
Connecticut
$176M +$15.9M +10% 9.58% – 312
AGM
5186
Aragon Global Management
Florida
$176M – – 17.6% – 15
WSWA
5187
Warren Street Wealth Advisors
California
$176M +$25M +17% 8.49% 53.8% 90
PWG
5188
Private Wealth Group
Florida
$176M +$23.6M +15% 8.7% 38.4% 56
IF
5189
IRON Financial
Illinois
$176M +$3.93M +2% 7.5% 39.7% 103
PCMK
5190
Paragon Capital Management (Kansas)
Kansas
$176M +$6.12M +4% 10% 64.7% 58
MPPW
5191
Mitchell & Pahl Private Wealth
Oklahoma
$176M +$7.75M +5% 10.6% 53% 151
GXJ
5192
Global X Japan
Japan
$176M – – 10.9% – 256
BP
5193
BCK Partners
New York
$176M +$15.8M +10% 8.7% 34.1% 28
FMI
5194
F/M Investments
District of Columbia
$176M +$42M +31% 11.5% 125% 99
DWMG
5195
DB Wealth Management Group
California
$176M +$17.6M +11% 10.7% 19% 387
LA
5196
Lindenwold Advisors
Pennsylvania
$176M +$15.4M +10% 10.6% 56.7% 122
1CM
5197
1492 Capital Management
Wisconsin
$176M +$20.7M +13% 10.8% 178% 116
NEPPG
5198
New England Professional Planning Group
Rhode Island
$176M +$14.5M +9% 10.4% 46.1% 45
MSWM
5199
Mader & Shannon Wealth Management
Missouri
$176M +$23.7M +16% 7.48% 34.7% 12
BDFN
5200
Bond & Devick Financial Network
Minnesota
$176M +$20.3M +13% 10.2% 39.4% 143
206 207
208
209 210