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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SRWM
5351
Shira Ridge Wealth Management
California
$167M +$14.4M +9% 10.6% – 74
EWA
5352
Etesian Wealth Advisors
Oregon
$166M +$17.9M +12% 10.2% – 111
NECFA
5353
New England Capital Financial Advisors
Connecticut
$166M +$21.4M +15% 11.5% – 418
SM
5354
Sensible Money
Arizona
$166M +$24.7M +17% 11% – 78
OCP
5355
OCO Capital Partners
New York
$166M +$30.7M +23% 10.7% 222% 4
RFG
5356
Range Financial Group
Oregon
$166M +$15.2M +10% 12.4% 102% 184
LAI
5357
Legal Advantage Investments
California
$166M +$26.4M +19% 18.3% 131% 101
FA
5358
Financial Avengers
California
$166M +$16.7M +11% 14.1% 126% 183
CWA
5359
Consilium Wealth Advisory
Texas
$166M +$23.5M +16% 11.6% 94% 89
HFP
5360
Holistic Financial Partners
Indiana
$166M +$15.6M +10% 9.4% 79.7% 125
AFM
5361
Abbot Financial Management
Massachusetts
$166M +$17.5M +12% 12% 81.4% 116
VAMG
5362
Voisard Asset Management Group
Michigan
$166M – – 8.03% – 384
PIA
5363
Pinion Investment Advisors
Kansas
$166M +$12.2M +8% 10.1% 60.7% 173
SIAG
5364
Signet Investment Advisory Group
Rhode Island
$166M +$15.7M +10% 9.57% 54.8% 67
CWG
5365
Crown Wealth Group
North Carolina
$166M +$33M +25% 11.3% 81.8% 105
MSFP
5366
Mark Sheptoff Financial Planning
Connecticut
$166M +$10.2M +7% 8.82% 74.7% 412
PDN
5367
Pensionfund DSM Netherlands
Netherlands
$166M +$22.3M +16% 15.3% 11.6% 72
AIA
5368
Arcadia Investment Advisors
Idaho
$166M +$14.8M +10% 9.62% 43% 85
EWS
5369
Eagle Wealth Strategies
New Jersey
$166M – – 11.5% – 98
VFA
5370
Values First Advisors
Tennessee
$166M +$10.9M +7% 10.8% 69.5% 183
CC
5371
Constitution Capital
Connecticut
$166M +$18.9M +13% 12.1% 69.5% 67
PCM
5372
Peirce Capital Management
Texas
$166M – – 9.33% – 38
PKC
5373
Palmer Knight Company
Florida
$166M +$16.6M +11% 12.9% 76% 32
1CM
5374
14B Capital Management
California
$166M – – 24.7% – 9
SWM
5375
Solano Wealth Management
California
$166M +$21.4M +15% 11.8% – 28
213 214
215
216 217