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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWP
6151
Insight Wealth Partners
Texas
$158M -$5.87M -4% 0.19% 16.7% 103
1CP
6152
17 Capital Partners
Arizona
$158M +$4.24M +3% 2.35% – 141
WBWA
6153
William B. Walkup & Associates
South Carolina
$158M -$3.74M -2% 0.21% – 160
TFA
6154
Tranquilli Financial Advisor
New Jersey
$158M -$1.61M -1% 0.46% 45.3% 121
GP
6155
Gridiron Partners
Pennsylvania
$158M -$7.3M -4% 3.78% – 64
CC
6156
Copperleaf Capital
North Carolina
$158M +$27.3M +21% 8.86% 73.4% 100
CFG
6157
Cosner Financial Group
Colorado
$158M +$2.78M +2% 0.28% – 37
KFO
6158
Kopp Family Office
Minnesota
$158M +$787K +0.5% 10.6% 32.1% 22
RF
6159
Rossby Financial
Florida
$158M – – 0.16% – 199
MPWS
6160
McCarter Private Wealth Services
Massachusetts
$158M -$481K -0.3% 2.3% – 107
WA
6161
Westfuller Advisors
New York
$157M +$18.1M +13% 0.56% – 93
RCM
6162
Richardson Capital Management
Wisconsin
$157M +$14.1M +10% 2.06% – 150
MWM
6163
MOKAN Wealth Management
Kansas
$157M – – 1.78% – 72
ONST
6164
Old North State Trust
North Carolina
$157M +$34.2M +28% 0.55% – 144
EFIC
6165
Eliot Finkel Investment Counsel
California
$157M -$5.95M -4% 6.39% 33.1% 33
NAMNJ
6166
NorthStar Asset Management (New Jersey)
New Jersey
$157M +$7.06M +5% 3% – 87
TP
6167
Teca Partners
Texas
$157M +$14.2M +10% 4.54% 114% 11
GGA
6168
Granite Group Advisors
Connecticut
$157M +$1.29M +0.8% 7.9% – 85
AHL
6169
Abel Hall LLC
Louisiana
$157M +$4.17M +3% 0.3% – 189
CCP
6170
Cassia Capital Partners
North Carolina
$157M +$5.37M +4% 0.27% 37.8% 65
UIA
6171
Ulland Investment Advisors
Minnesota
$157M +$20.2M +15% 7.74% 145% 219
SSCM
6172
Sovereign's Capital Management
Georgia
$157M – – 0.2% – 83
SWM
6173
Salvus Wealth Management
New Jersey
$157M -$6.09M -4% 0.9% 88.4% 123
SMA
6174
Seven Mile Advisory
New Jersey
$157M +$5.62M +4% 4.33% – 185
BA
6175
Ballew Advisors
Mississippi
$157M +$7.71M +5% 0.73% 49.5% 111
245 246
247
248 249