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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AFA
5701
AllGen Financial Advisors
Florida
$135M +$12.4M +10% 6.97% 25.5% 39
PP
5702
PFS Partners
New Jersey
$135M – – 6.31% 38.2% 351
GWM
5703
Gitterman Wealth Management
New Jersey
$135M +$10.3M +8% 5.92% 19% 108
WPW
5704
Warther Private Wealth
Ohio
$135M +$22.6M +20% 14% 112% 130
NSRI
5705
New Silk Road Investment
Singapore
$135M -$18.8M -12% 19% 21.9% 13
IF
5706
Integrity Financial
Wyoming
$135M – – 6.67% 58.4% 213
ML
5707
Mayport LLC
Massachusetts
$134M – – 5.48% 49.4% 62
FH
5708
FWG Holdings
Florida
$134M +$18.7M +16% 10.4% 70.1% 99
TI
5709
TTP Investments
California
$134M – – 11.7% 124% 37
WMA
5710
West Michigan Advisors
Michigan
$134M – – 9.59% 45.8% 125
WAL
5711
W Advisors LLC
Tennessee
$134M – – 8.65% 57.5% 104
LFA
5712
LifeGuide Financial Advisors
Pennsylvania
$134M – – 7.71% 14.6% 24
CCP
5713
Clifford Capital Partners
Utah
$134M +$24.8M +23% 2.28% 47.2% 43
CCP
5714
Carmel Capital Partners
California
$134M – – 13% 70.6% 123
RF
5715
Resolute Financial
Massachusetts
$134M – – 6.96% – 116
A
5716
Astrantus
Cyprus
$134M – – 7.01% – 208
BAM
5717
Banta Asset Management
California
$134M +$30M +29% 3.74% 20.6% 24
GIA
5718
Goodwin Investment Advisory
Georgia
$134M +$30.7M +30% 7.56% 60.9% 221
KFS
5719
Kaizen Financial Strategies
California
$134M +$9.53M +8% 9.08% 92.7% 153
TNAM
5720
Terra Nova Asset Management
New York
$133M +$8.88M +7% 13.2% 136% 96
CWM
5721
Cherrydale Wealth Management
New Jersey
$133M – – 7.28% 62.6% 39
BDFN
5722
Bond & Devick Financial Network
Minnesota
$133M +$13M +11% 8.22% 39.4% 115
JMF
5723
Johnson Midwest Financial
Iowa
$133M +$11M +9% 11% 58.6% 346
PCG
5724
Prosperity Consulting Group
Maryland
$133M – – 8.01% 56.7% 97
WCH
5725
Willoughby Capital Holdings
Connecticut
$133M -$38.4M -22% 22.4% – 1
227 228
229
230 231