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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EP
5976
Elkhorn Partners
Nebraska
$145M +$6.61M +5% 3.74% 7.74% 54
DTC
5977
Davidson Trust Company
Washington
$145M -$26.5M -15% 2.44% 52.3% 151
WFP
5978
Wrenne Financial Planning
Kentucky
$145M +$9.77M +7% 0.71% – 41
HPC
5979
Highland Peak Capital
Connecticut
$145M -$19.9M -12% 1.24% – 30
SCM
5980
Sebold Capital Management
Illinois
$145M -$3.37M -2% 0.26% – 75
PAWA
5981
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 4.68% – 42
TC
5982
Tenret Company
Florida
$144M +$2.61M +2% 0.42% – 32
EIM
5983
Ervin Investment Management
Washington
$144M +$1.59M +1% 3.92% 83.5% 39
NAMNJ
5984
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 6.39% – 84
FAFN
5985
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 3.32% 34.8% 275
MFA
5986
Millington Financial Advisors
Illinois
$144M +$3.68M +3% 2.45% – 87
RWM
5987
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 2.99% – 198
ASI
5988
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 0.2% 19.6% 37
UIA
5989
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 6.84% 145% 248
AWS
5990
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 0.74% – 78
DWM
5991
Defined Wealth Management
Oregon
$144M +$4.56M +3% 2.06% 56.2% 109
KSWWM
5992
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 0.4% – 68
LWP
5993
Laurel Wealth Planning
Minnesota
$144M -$6.85M -5% 0.92% 39.4% 54
UWM
5994
Udine Wealth Management
Florida
$144M -$1.47M -1% 6.33% 125% 30
RVM
5995
Robinson Value Management
Texas
$144M -$5.46M -4% 0.54% 48.3% 73
TP
5996
Teca Partners
Texas
$144M -$14M -9% 1.41% 114% 13
FRA
5997
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 0.83% – 48
LAM
5998
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 1.02% – 121
PSC
5999
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 0.84% 50.7% 71
AFS
6000
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 1.78% 56.1% 89
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