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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JAM
5576
JW Asset Management
Florida
$203M +$26.3M +15% 16.6% 92.6% 21
WAG
5577
Wheelhouse Advisory Group
Missouri
$203M +$27.8M +16% 9.27% – 41
AP
5578
Aspect Partners
Virginia
$203M +$28.2M +16% 7.62% – 675
BGA
5579
Battery Global Advisors
Massachusetts
$203M +$23.6M +13% 11.6% – 143
ANHIM
5580
Alan N. Hoffman Investment Management
Massachusetts
$203M +$8.96M +5% 8.51% 89% 15
WAM
5581
Worth Asset Management
Texas
$203M +$19.7M +11% 9.81% 72.8% 179
CWA
5582
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 4.88% 49% 312
O3W
5583
Omni 360 Wealth
New Jersey
$203M +$31.8M +19% 9.97% – 226
KCM
5584
KM Capital Management
Texas
$203M +$17.1M +9% 10.2% – 60
JCFM
5585
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 14.9% – 122
PWM
5586
Pacific Wealth Management
California
$203M +$20.6M +11% 5.74% 30.5% 23
EHWM
5587
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 9.16% 74.7% 143
PFSC
5588
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 8.68% 60.6% 261
AWA
5589
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 6.63% – 64
TWA
5590
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 6.36% – 55
NPI
5591
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 8.92% – 40
PP
5592
Patron Partners
Texas
$202M +$17.1M +9% 9.2% 68.7% 185
SIA
5593
Schear Investment Advisers
Ohio
$202M +$28.4M +16% 21.3% – 93
AFT
5594
Alpha Family Trust
California
$202M +$30.6M +18% 18.9% 162% 199
AFO
5595
Allie Family Office
Florida
$202M +$19.6M +11% 7.71% 48.7% 108
WWC
5596
Waypoint Wealth Counsel
Georgia
$202M +$42.5M +27% 10.7% – 198
CCC
5597
Chelsea Counsel Company
California
$202M +$17.7M +10% 7.37% 54.6% 210
AIM
5598
Alhambra Investment Management
Florida
$202M +$7.61M +4% 5.09% 42.9% 183
AIA
5599
Alternative Investment Advisors
Florida
$201M +$12.3M +6% 9.56% – 61
5SA
5600
5th Street Advisors
Connecticut
$201M -$6.01M -3% 6.85% 35.3% 48
222 223
224
225 226