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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWA
5401
Moser Wealth Advisors
Washington
$133M +$4.68M +4% 7.87% – 158
HWM
5402
HighMark Wealth Management
Minnesota
$133M +$15.5M +13% 12.1% 66% 573
SV
5403
Stilwell Value
New York
$133M -$6.82M -5% 7.85% 178% 42
AWM
5404
Aberdeen Wealth Management
Illinois
$133M +$19M +17% 11.7% 56.5% 168
RB
5405
Renasant Bank
Mississippi
$132M +$19.1M +17% 9.16% 53.2% 194
BI
5406
Berkeley Inc
Idaho
$132M +$13.7M +12% 10.8% 39.4% 82
PM
5407
Pharo Management
New York
$132M – – 5.05% – 5
VU
5408
Valence8 US
Massachusetts
$132M – – 12.8% – 12
FIM
5409
FWL Investment Management
Texas
$132M +$18.9M +17% 6.22% 92.7% 206
CBT
5410
CoreFirst Bank & Trust
Kansas
$132M +$15.9M +14% 12.1% 48.5% 418
DADR
5411
Dynamo Administracao de Recursos
Brazil
$132M -$74M -36% 12.1% 316% 9
WPW
5412
Watershed Private Wealth
Illinois
$132M – – 7.69% – 78
KCM
5413
Kennicott Capital Management
California
$132M +$7.48M +6% 4.58% 81% 42
TFA
5414
Tranquilli Financial Advisor
New Jersey
$132M +$5.55M +4% 4.89% 45.3% 84
WCM
5415
Wisconsin Capital Management
Wisconsin
$132M +$3.91M +3% 13.5% 145% 51
CPSC
5416
Carl P. Sherr & Co
Massachusetts
$132M +$6.34M +5% 7.72% 62.9% 121
RWP
5417
Ridgecrest Wealth Partners
California
$132M +$9.06M +7% 9.32% 69.7% 104
AWG
5418
Altus Wealth Group
Colorado
$132M +$31.1M +31% 8.08% 58.6% 159
ANHIM
5419
Alan N. Hoffman Investment Management
Massachusetts
$131M -$15.8M -11% 8.12% 89% 10
PFMU
5420
Privium Fund Management (UK)
United Kingdom
$131M +$53.3M +68% 11.1% 71.8% 91
AL
5421
ADE LLC
Maryland
$131M +$42.2M +47% 7.72% 40.1% 82
FA
5422
Fortis Advisors
Pennsylvania
$131M -$8.79M -6% 7.61% 30.7% 301
WF
5423
Warner Financial
Maryland
$131M +$6.89M +6% 9.12% 52.2% 92
PO
5424
Paradigm Operations
California
$131M -$108M -45% 45.1% 659% 1
LI
5425
Latigo Investments
Florida
$131M +$12.3M +10% 10.2% 45.3% 16
215 216
217
218 219