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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
APC
5626
Asset Planning Corporation
Tennessee
$120M +$13.2M +12% 8.04% 30.4% 39
SA
5627
Syntax Advisors
New York
$120M +$3.07M +3% 11.2% – 234
AWAP
5628
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$120M +$12.6M +12% 10.1% 48.2% 116
WAL
5629
W Advisors LLC
Tennessee
$120M +$12.6M +12% 10.4% 57.5% 110
CIA
5630
Cohen Investment Advisors
New Hampshire
$120M +$11.1M +10% 10.3% 74.2% 76
CCM
5631
Colorado Capital Management
Colorado
$120M +$4.31M +4% 5.26% 41.9% 76
GMH
5632
General Motors Holdings
Michigan
$120M -$77.5M -39% 38.2% 43.5% 3
WMP
5633
Wealth Management Partners
Arizona
$120M +$6.1M +5% 6.95% 127% 102
BIA
5634
Beacon Investment Advisors
Maryland
$120M – – 10.6% – 126
FZCM
5635
Flynn Zito Capital Management
New York
$120M +$18.8M +19% 7.04% 64.2% 81
CC
5636
Codex Capital
New York
$120M +$3.03M +3% 6.35% 84.4% 37
KC
5637
Kades & Cheifetz
Pennsylvania
$120M – – 5.71% – 74
CP
5638
CPV Partners
Connecticut
$120M -$43.9M -27% 18.2% 24.1% 6
SC
5639
Solstein Capital
California
$120M +$6.02M +5% 5.74% 74.5% 320
TA
5640
TFB Advisors
Kansas
$119M – – 6.72% – 126
LLTP
5641
Lion Long Term Partners
Cayman Islands
$119M – – 31.9% – 2
PCM
5642
Piedmont Capital Management
Montana
$119M +$8.52M +8% 11.9% 68% 45
FOFP
5643
Fee-Only Financial Planning
South Carolina
$119M – – 7.84% – 40
CWA
5644
Capital Wealth Alliance
Arizona
$119M -$1.35M -1% 11% 85% 129
MLIM
5645
Mountain Lake Investment Management
Florida
$119M +$7.31M +7% 14.5% 43.2% 36
WCCM
5646
Webs Creek Capital Management
Texas
$119M – – 32% – 10
AMC
5647
Asset Management Corp
Illinois
$119M -$5.79M -5% 6.21% 44.6% 160
RWA
5648
Rooted Wealth Advisors
Illinois
$119M – – 7.25% – 69
DI
5649
DRH Investments
California
$119M +$11M +10% 5.94% 31% 14
FB
5650
First Bancorp
Maine
$119M +$8.67M +8% 9.78% 50.9% 116
224 225
226
227 228