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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
5826
Mittelman Wealth Management
Massachusetts
$154M +$6.7M +5% 0.96% – 72
C
5827
Covestor
United Kingdom
$154M -$2.86M -2% 0.29% 80.5% 2,929
IWP
5828
Insight Wealth Partners
Texas
$154M +$348K +0.2% 0.47% 16.7% 93
MHWM
5829
Montz Harcus Wealth Management
Louisiana
$154M +$6.43M +4% 2.77% 70.6% 72
PBM
5830
Propel Bio Management
California
$154M -$17.6M -10% 8.08% – 32
OCA
5831
Otter Creek Advisors
Florida
$154M +$11.7M +8% 4.02% 117% 56
LA
5832
Lakeside Advisors
Washington
$154M -$2.3M -1% 2.37% 78.6% 67
TVM
5833
True Vision MN
Minnesota
$154M +$12M +8% 2.09% – 115
AFS
5834
Axiom Financial Strategies
Indiana
$154M -$3.18M -2% 0.49% 37.1% 36
GMH
5835
General Motors Holdings
Michigan
$154M -$113M -42% 25% 43.5% 5
GITFIT
5836
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$154M +$8.63M +6% 3.49% 96.4% 123
CS
5837
Capital Square
Tennessee
$154M +$12.1M +9% 1.09% 37% 169
IWS
5838
Integrity Wealth Solutions
Colorado
$154M +$623K +0.4% 2.12% – 100
S
5839
Sunpointe
Missouri
$154M +$63.8M +71% 4.33% – 171
GWAM
5840
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M -$195K -0.1% 0.68% 43.2% 82
BWS
5841
BCR Wealth Strategies
Alabama
$154M +$5.96M +4% 0.19% 30.8% 31
DC
5842
Darrow Company
Massachusetts
$154M +$916K +0.6% 0.6% 35.1% 46
LM
5843
Luminus Management
Texas
$154M -$18.2M -11% 17.6% 17.7% 29
HCM
5844
Helios Capital Management
Singapore
$154M +$11.2M +8% 6.98% – 50
SEM
5845
Strategic Equity Management
Arizona
$153M +$33.8M +28% 1.99% 48.3% 47
WFG
5846
Wormser Freres Gestion
France
$153M +$7.29M +5% 0.53% – 46
SA
5847
Stonebridge Advisors
Connecticut
$153M -$11M -7% 1.39% 0.78% 4
HCP
5848
Hardin Capital Partners
South Carolina
$153M – – 6.22% – 114
KFP
5849
Keener Financial Planning
Texas
$153M +$7.87M +5% 1.21% – 190
SC
5850
Solstein Capital
California
$153M +$9.01M +6% 5.12% 74.5% 323
232 233
234
235 236