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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PCM
5926
Prospera Capital Management
Arizona
$181M +$25.6M +16% 9.72% – 43
HSWS
5927
Higgins & Schmidt Wealth Strategies
Colorado
$181M +$11.3M +7% 9.79% – 53
NMG
5928
New Millennium Group
Utah
$181M +$28.2M +19% 20.2% 139% 501
KAH
5929
Kathryn A. Hall
$180M +$13.4M +8% 8.57% 63.7% 19
IWP
5930
Insight Wealth Partners
Texas
$180M +$14M +8% 5.06% 16.7% 113
BW
5931
BostonPremier Wealth
Massachusetts
$180M +$19.2M +12% 9.91% – 66
BFA
5932
Bright Financial Advisors
Michigan
$180M +$17.4M +11% 6.61% – 58
PMIM
5933
Prudent Man Investment Management
Colorado
$180M -$353K -0.2% 5.35% – 169
OW
5934
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 11.8% – 398
PCA
5935
Purkiss Capital Advisors
Connecticut
$180M +$47.4M +36% 7.25% – 157
SFCL
5936
Strengthening Families & Communities LLC
Massachusetts
$180M +$16.3M +10% 14.4% 75% 446
WSL
5937
Western Standard LLC
California
$180M +$9.65M +6% 17.1% 95.1% 31
CFG
5938
Cosner Financial Group
Colorado
$180M +$16.1M +10% 8.05% – 38
HM
5939
Heronetta Management
New York
$180M -$3.49M -2% 1.79% 46% 25
TWM
5940
TLW Wealth Management
Florida
$179M +$12.9M +8% 7.8% 106% 18
RWIA
5941
Roger Wittlin Investment Advisory
California
$179M +$8.5M +5% 8.9% 40.4% 47
AFS
5942
Axiom Financial Strategies
Indiana
$179M +$10.6M +6% 9.36% 37.1% 57
ACM
5943
Alcosta Capital Management
California
$179M +$29.4M +20% 22.6% 222% 28
BFP
5944
Beacon Financial Planning
Massachusetts
$179M +$5.13M +3% 7.53% – 50
GCM
5945
Granby Capital Management
Florida
$179M -$6.42M -3% 6.21% 37.7% 21
AWM
5946
Avondale Wealth Management
Texas
$179M +$20.2M +13% 11.5% 60.6% 122
MWM
5947
MOKAN Wealth Management
Kansas
$179M +$13M +8% 4.77% – 85
AIM
5948
Athena Investment Management
California
$179M +$13.8M +8% 9.24% 56.5% 155
HI
5949
Harper Investing
California
$179M +$28M +19% 13.1% 26.8% 62
DCM
5950
Delta Capital Management
New Jersey
$179M +$6.48M +4% 6.32% 50.3% 105
236 237
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