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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWM
5726
GoalFusion Wealth Management
Texas
$147M +$12.2M +9% 7.84% 31.5% 30
MTWM
5727
Masso Torrence Wealth Management
New Jersey
$146M +$16.4M +13% 11.4% 102% 100
RHDIC
5728
R.H. Dinel Investment Counsel
California
$146M +$7.79M +6% 8.72% 52.7% 56
FAM
5729
Forte Asset Management
New York
$146M -$2.57M -2% 10.3% 41.9% 61
CWM
5730
Chicago Wealth Management
Illinois
$146M +$19.4M +15% 14% 71.7% 45
PP
5731
PFS Partners
New Jersey
$146M +$32.8M +29% 7.77% 38.2% 502
ICM
5732
Intrepid Capital Management
Florida
$146M +$1.6M +1% 9.6% 57.8% 236
TLCM
5733
Twin Lakes Capital Management
California
$146M +$10.5M +8% 11.7% 72.8% 260
CF
5734
Concorde Financial
Texas
$146M +$87.5M +149% 3.75% 64.4% 36
C
5735
Covestor
United Kingdom
$146M +$13.6M +10% 13.3% 80.5% 2,943
CAM
5736
Crown Advisors Management
California
$146M +$5.43M +4% 17.3% 185% 50
HFA
5737
Harbert Fund Advisors
Alabama
$146M +$5.65M +4% 12.9% 56.2% 77
BAM
5738
BOS Asset Management
Illinois
$146M +$9.6M +7% 8.21% – 163
G
5739
Greycroft
New York
$146M +$54.9M +60% 60.1% 27.9% 6
DEM
5740
Disciplined Equity Management
Florida
$146M +$26.1M +22% 10.9% 49.7% 103
CWA
5741
Capital Wealth Alliance
Arizona
$146M +$13M +10% 8.54% 85% 106
FCPV
5742
FS Capital Partners VI
California
$145M -$10M -6% 27.4% – 1
BMA
5743
Brooks Moore & Associates
Tennessee
$145M +$13M +10% 8.15% 49.3% 87
MPW
5744
MGO Private Wealth
California
$145M +$11.5M +9% 8.89% 42.9% 77
V
5745
ViaWealth
Kansas
$145M +$9.28M +7% 10.8% – 160
HBT
5746
Heartland Bank & Trust
Illinois
$145M +$18.6M +15% 9.6% 102% 136
MWA
5747
MN Wealth Advisors
Kansas
$145M – – 9.53% – 87
NIP
5748
Norwood Investment Partners
California
$145M +$25.5M +21% 19.3% 74.9% 12
ACM
5749
Altium Capital Management
New York
$145M -$27.7M -16% 23.2% 357% 90
KWM
5750
Keating Wealth Management
Colorado
$145M – – 10.4% – 42
228 229
230
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