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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIA
6126
Cladis Investment Advisory
Montana
$138M +$1.6M +1% 4.76% 95% 147
RFA
6127
ROI Financial Advisors
Oregon
$138M +$10.6M +8% 10.5% – 66
KCM
6128
Kerusso Capital Management
North Carolina
$138M – – 1.79% – 54
KDIA
6129
KPCB DGF II Associates
California
$138M -$21.4M -13% 13.4% 68.6% 2
BWIA
6130
Bryant Woods Investment Advisors
New York
$137M -$32M -19% 2.75% 54% 48
MCM
6131
McDonough Capital Management
Florida
$137M +$10.7M +8% 8.83% 107% 46
TFP
6132
Traction Financial Partners
Wyoming
$137M +$9.3M +7% 0.39% – 57
BFM
6133
Broadview Financial Management
Wisconsin
$137M -$22.3K -0% 0.2% 42% 41
EWM
6134
Endowment Wealth Management
Wisconsin
$137M +$3.71M +3% 0.41% 70.5% 136
CJ
6135
Caitlin John
Michigan
$137M +$5.14M +4% 1.23% – 947
LTL
6136
Lowery Thomas LLC
California
$137M +$6.43M +5% 3.74% 56.9% 47
1M
6137
13D Management
New York
$137M -$26.7M -16% 6.45% 60.2% 31
GWM
6138
Greenhouse Wealth Management
Connecticut
$137M +$3.54M +3% 2.98% 65.7% 60
WAM
6139
WealthTrust Asset Management
Florida
$137M +$5.62M +4% 6.01% 78.7% 99
MSK
6140
Melissa S. Kampmann
$137M -$2.17M -2% 0.43% – 40
ICMARC
6141
International City Management Association Retirement Corp
District of Columbia
$137M +$17.2M +14% 0.09% – 8
CWM
6142
Comprehensive Wealth Management
Washington
$137M +$8.38M +7% 0.71% 13.9% 44
PF
6143
Penney Financial
Texas
$137M +$1.32M +1% 1.17% – 34
SSCM
6144
Spectrum Strategic Capital Management
Oregon
$137M +$5.59M +4% 4.25% – 26
VH
6145
Visionary Horizons
Tennessee
$137M +$7.96M +6% 1.22% – 85
GCCM
6146
Gate City Capital Management
Illinois
$137M +$2.94M +2% 1.07% – 17
SIA
6147
Spectrum Investment Advisors
Wisconsin
$137M +$1.21M +0.9% 1.98% – 36
BCM
6148
BML Capital Management
Indiana
$137M -$12.8M -9% 9.69% – 35
ECP
6149
Epacria Capital Partners
Colorado
$136M -$1.58M -1% 2.04% – 60
AIM
6150
AHL Investment Management
Florida
$136M +$6M +5% 0.81% 39.8% 69
244 245
246
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