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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TWM
5576
TLW Wealth Management
Florida
$132M -$7.11M -5% 4.29% 106% 20
AWM
5577
Aspire Wealth Management
Massachusetts
$132M -$692K -0.5% 3.04% 26% 199
SI
5578
SCP Investment
California
$132M +$7.92M +6% 7.42% 68.9% 52
CMBA
5579
C.M. Bidwell & Associates
Hawaii
$131M -$5.25M -4% 2.26% 62% 609
AFT
5580
Alpha Family Trust
California
$131M -$11.8M -8% 3.25% 162% 141
PWMG
5581
Pioneer Wealth Management Group
Texas
$131M +$5.43M +4% 3.55% 37
CRCM
5582
Crystal Rock Capital Management
Illinois
$131M -$3.92M -3% 3.37% 194% 27
TF
5583
Threadgill Financial
Texas
$131M +$43.7M +50% 2.62% 51.3% 49
CM
5584
Crystalline Management
Canada
$131M -$10.2M -7% 11.8% 164
RMSCM
5585
R.M. Sincerbeaux Capital Management
New York
$131M -$15.3M -10% 0.88% 78.8% 44
MCA
5586
Maryland Capital Advisors
Maryland
$131M +$6.49M +5% 2.71% 33.9% 253
FCMT
5587
Founders Capital Management (Texas)
Texas
$131M -$6.54M -5% 3.09% 62% 437
PWIA
5588
Porter White Investment Advisors
Alabama
$131M +$4.58M +4% 2.71% 26
RFP
5589
RCS Financial Planning
Maryland
$131M +$9.69M +8% 3.24% 63
GBI
5590
GP Brinson Investments
Illinois
$131M -$1.53M -1% 3.62% 38.1% 15
FFA
5591
Fortune Financial Advisors
Kansas
$131M -$2.57M -2% 1.71% 123
PD
5592
Planning Directions
Pennsylvania
$131M -$6.8M -5% 3.66% 36.4% 68
MTIM
5593
Marathon Trading Investment Management
Pennsylvania
$131M -$30.2M -19% 0.77% 19.9% 181
GWAM
5594
Guardian Wealth Advisors (Minnesota)
Minnesota
$131M -$5.46M -4% 4% 43.2% 73
MWM
5595
Meritas Wealth Management
California
$131M -$2.65M -2% 1.67% 44
FWP
5596
Firethorn Wealth Partners
Georgia
$130M -$3.64M -3% 3.55% 53.7% 138
AWA
5597
Aletheian Wealth Advisors
Washington
$130M -$15.6M -11% 3.12% 50.7% 83
CW
5598
Cook Wealth
North Carolina
$130M +$550K +0.4% 4.66% 7.35% 60
WPEP
5599
Walnut Private Equity Partners
Nebraska
$130M +$9.03M +7% 6.56% 67% 17
CWM
5600
Cahill Wealth Management
Michigan
$130M -$14.6M -10% 4.36% 24.6% 49