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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IFS
5451
Intelligent Financial Strategies
Minnesota
$192M +$11.1M +6% 7.84% 67% 84
RTL
5452
Red Tortoise LLC
Georgia
$192M +$920K +0.5% 1.76% – 639
DLHL
5453
Donald L. Hagan LLC
Florida
$192M -$1.02M -0.5% 2.07% 32.1% 98
SIP
5454
Sellwood Investment Partners
Oregon
$192M +$5.53M +3% 0.87% – 55
AWM
5455
Ariadne Wealth Management
California
$192M -$27M -12% 0.09% – 248
WAM
5456
WFA Asset Management
Wisconsin
$191M +$6.24M +3% 0.83% 41.1% 266
LFPWM
5457
Leicht Financial Planning & Wealth Management
New Jersey
$191M -$4.24M -2% 1.82% 38.1% 19
TWA
5458
Tandem Wealth Advisors
Arizona
$191M -$4.77M -2% 0.7% – 54
MAM
5459
Mirabaud Asset Management
United Kingdom
$191M -$23.8M -11% 3.79% – 43
MPW
5460
Melone Private Wealth
Michigan
$191M -$1.86M -1% 0.84% 18.4% 52
CP
5461
Creekside Partners
California
$191M -$1.93M -1% 1.14% – 167
RWP
5462
Ridgecrest Wealth Partners
California
$191M +$6.55M +4% 3.71% 69.7% 117
CWM
5463
Chicago Wealth Management
Illinois
$191M -$1.66M -0.9% 1.34% 71.7% 53
CCC
5464
Compass Capital Corp
Massachusetts
$191M -$65.7M -26% 2.4% – 210
MWA
5465
Moser Wealth Advisors
Washington
$191M -$1.33M -0.7% 2.14% – 171
WFS
5466
Walker Financial Services
Kentucky
$191M +$18.8M +11% 2.05% 12.5% 36
GCA
5467
GSI Capital Advisors
California
$191M +$1.68M +0.9% 2.18% 14.6% 38
CIC
5468
Cornercap Investment Counsel
Georgia
$191M -$120M -39% 1.3% 45.9% 470
BRG
5469
Bay Rivers Group
Virginia
$191M -$15.6M -8% 5.87% 132% 88
WI
5470
Whitebark Investors
Nevada
$191M -$25.1M -12% 1.88% – 11
MSWM
5471
Master's Wealth Management
Pennsylvania
$191M +$3.22M +2% 0.47% – 42
CFS
5472
Compass Financial Services
Iowa
$191M +$13.9M +8% 2.18% – 306
PA
5473
Proem Advisors
Texas
$190M -$28.3M -13% 3.31% – 35
VIA
5474
Victrix Investment Advisors
Florida
$190M +$51.7M +37% 1.91% – 97
I
5475
IMPACTfolio
Colorado
$190M -$2.41M -1% 1.14% 43.7% 52
217 218
219
220 221