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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NRW
5251
Nova R Wealth
Kansas
$203M +$9.1M +5% 5.57% 51.5% 86
CCC
5252
Chelsea Counsel Company
California
$203M +$2.55M +1% 5.92% 54.6% 204
CCA
5253
Cora Capital Advisors
New Jersey
$203M +$8.67M +4% 5.88% – 106
AFC
5254
AFT Forsyth & Company
Florida
$203M -$1.13M -0.6% 4.28% 148% 141
MLA
5255
MB, Levis & Associates
Pennsylvania
$203M +$12.6M +7% 6.25% – 299
TA
5256
TKG Advisors
Indiana
$203M +$18.4M +10% 7.16% 70.4% 110
WP
5257
Wealthspan Partners
Iowa
$203M +$21.4M +12% 6.89% 60.7% 107
SAM
5258
Sequent Asset Management
Texas
$203M +$3.83M +2% 2.33% 49% 100
DI
5259
Disciplined Investments
Oklahoma
$203M +$15M +8% 5.27% 34.3% 125
FCB
5260
First County Bank
Connecticut
$203M +$8.08M +4% 7.86% – 166
CCM
5261
Colorado Capital Management
Colorado
$203M +$23.2M +13% 6.66% 41.9% 98
BWM
5262
Benchmark Wealth Management
Connecticut
$202M +$14.8M +8% 5.92% 42.7% 55
MCP
5263
Martin Capital Partners
Oregon
$202M -$45.2M -18% 7.44% 23.1% 72
PWA
5264
Prairie Wealth Advisors
Nebraska
$202M +$5.06M +3% 4.54% – 157
DC
5265
Diametric Capital
Massachusetts
$202M +$18M +10% 9.71% 190% 532
BA
5266
Bluesphere Advisors
Pennsylvania
$202M +$6.04M +3% 4.34% 84.7% 108
APSI
5267
Asset Planning Services Inc
Louisiana
$202M +$12.7M +7% 7.17% 103% 35
LWM
5268
Laidlaw Wealth Management
New York
$202M +$20.1M +11% 6.64% 115% 188
SI
5269
Sapience Investments
California
$202M +$6.43M +3% 7.6% 41.9% 94
KF
5270
KKM Financial
Illinois
$202M -$8.77M -4% 6.45% – 157
VCM
5271
Verger Capital Management
North Carolina
$202M +$5.93M +3% 5.5% 42.2% 14
NEPPG
5272
New England Professional Planning Group
Rhode Island
$202M +$11.7M +6% 6.11% 46.1% 56
BCFD
5273
Boit C.F. David
$202M +$9.92M +5% 7.02% 63.5% 130
PPWM
5274
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 6.27% 67.7% 167
EA
5275
Ergawealth Advisors
Illinois
$202M +$18M +10% 6.69% – 65
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