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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CAM
6201
Crown Advisors Management
California
$156M +$310K +0.2% 5.05% 185% 44
UWM
6202
Udine Wealth Management
Florida
$156M +$14M +10% 10.5% 125% 34
CFIM
6203
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 8.62% – 31
BCA
6204
Boundary Creek Advisors
New York
$156M -$4.57M -3% 0.42% 4.24% 26
TDC
6205
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 19.5% 279% 151
KWAG
6206
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 0.11% – 318
KCM
6207
Knoll Capital Management
Florida
$155M -$60.5M -28% 0.46% 256% 36
FWA
6208
FSC Wealth Advisors
New York
$155M +$16M +12% 0.92% 37.5% 329
MCA
6209
Martin Capital Advisors
Texas
$155M +$14.8M +11% 5.52% 107% 70
LWP
6210
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 1.97% 39.4% 55
EIM
6211
Ervin Investment Management
Washington
$155M -$838K -0.5% 3.39% 83.5% 39
SVBP
6212
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 5.73% 25% 18
LWA
6213
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 1.41% – 73
GWCM
6214
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 0.17% 54.9% 126
CNWM
6215
Clay Northam Wealth Management
California
$155M +$9.58M +7% 6.43% 85.6% 98
NC
6216
Nipun Capital
California
$155M -$3.43M -2% 8.9% – 9
FOFP
6217
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 1.31% – 40
KA
6218
Kearns & Associates
California
$155M +$3.07M +2% 1.28% 58.5% 44
OWG
6219
Oxford Wealth Group
Florida
$155M +$31.8M +26% 3.17% – 62
WG
6220
Wealth Group
North Carolina
$155M +$5.58M +4% 1.28% – 164
CFAM
6221
Center For Asset Management
Florida
$154M -$12.9M -8% 0.27% 41% 132
TF
6222
Tenon Financial
New Jersey
$154M +$3.45M +2% 0.68% – 49
DEM
6223
Disciplined Equity Management
Florida
$154M -$4.12M -3% 0.34% 49.7% 63
RB
6224
Renasant Bank
Mississippi
$154M +$2.31M +2% 0.6% 53.2% 184
MFG
6225
Mendota Financial Group
Wisconsin
$154M -$55.1M -26% 0.74% – 1,213
247 248
249
250 251