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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KWAG
5451
Kiely Wealth Advisory Group
North Carolina
$176M +$2.75M +2% 3.35% – 289
BAM
5452
Bosun Asset Management
Illinois
$176M +$81.6M +87% 21.6% 221% 189
RP
5453
Raelipskie Partnership
Ontario, Canada
$176M +$11.3M +7% 5.96% – 105
PF
5454
Parker Financial
Washington
$176M +$14.5M +9% 5.02% – 50
AFC
5455
AFT Forsyth & Company
Florida
$176M +$16.6M +10% 20.7% 148% 141
BIA
5456
Beacon Investment Advisors
Maryland
$175M +$18.8M +12% 7.87% – 137
PWM
5457
Pacific Wealth Management
California
$175M +$0 0% 6.42% 30.5% 24
ES
5458
ETF Store
Kansas
$175M +$20.5M +13% 6.46% 40.4% 114
SPA
5459
Shore Point Advisors
New Jersey
$175M +$13.7M +9% 6.2% 35.6% 60
AIA
5460
Arcadia Investment Advisors
Idaho
$175M +$9.3M +6% 6.57% 43% 83
HAFS
5461
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$12.8M +8% 7.45% 53.8% 33
BWM
5462
Boyd Wealth Management
California
$175M +$14.3M +9% 6.98% 39.4% 44
KFO
5463
Kopp Family Office
Minnesota
$175M +$3.87M +2% 4.75% 32.1% 21
LCK
5464
LeRoy C. Kopp
$175M – – 4.75% – 21
PAG
5465
Powers Advisory Group
Illinois
$175M +$12.9M +8% 5.99% 35.8% 94
PWMG
5466
Pioneer Wealth Management Group
Texas
$175M +$14.3M +9% 3.86% – 40
MFA
5467
Morling Financial Advisors
California
$175M +$51M +41% 12.8% 106% 110
HI
5468
Harrington Investments
California
$175M +$13.4M +8% 7.33% 75.7% 82
WFA
5469
WMG Financial Advisors
Tennessee
$175M +$21.4M +14% 6.68% 52.2% 149
SRWM
5470
Shira Ridge Wealth Management
California
$175M +$8.13M +5% 7.48% – 77
IFU
5471
iSAM Funds (UK)
United Kingdom
$175M +$34.5M +25% 7.1% – 361
HAFG
5472
Hansen & Associates Financial Group
California
$175M -$16.5M -9% 8.32% – 19
MA
5473
Menlo Advisors
California
$175M +$12.1M +7% 8.06% 81.1% 29
TWM
5474
Trueblood Wealth Management
Ohio
$175M +$15.2M +10% 9.68% – 233
AIC
5475
Aurora Investment Counsel
Georgia
$175M +$20.8M +14% 7.59% 52% 124
217 218
219
220 221