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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LC
6226
Lakehouse Capital
Australia
$142M -$623K -0.4% 9.17% 187% 14
ZRP
6227
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 6.9% – 129
PS
6228
Pennant Select
New Jersey
$142M -$588K -0.4% 11.6% – 10
GWM
6229
Guardian Wealth Management
Illinois
$142M +$11.1M +8% 8.5% 78.2% 253
MMRF
6230
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 7.39% – 29
UWM
6231
Udine Wealth Management
Florida
$142M -$1.82M -1% 4.12% 125% 30
PWM
6232
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 6.06% – 223
FF
6233
Farrell Financial
New York
$142M +$13.2M +10% 6.14% – 71
SGEFP
6234
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 35.9% – 1
RCWM
6235
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 6.36% 77.2% 99
SCM
6236
Sheridan Capital Management
California
$142M +$6.98M +5% 4.85% – 27
PA
6237
Promethium Advisors
Maryland
$142M – – 8.87% – 133
MSK
6238
Melissa S. Kampmann
$141M +$4.51M +3% 5.87% – 41
WWM
6239
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 4.51% – 146
BFA
6240
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 7.67% 48% 37
RLWM
6241
RF&L Wealth Management
Massachusetts
$141M +$9.88M +8% 6.37% – 59
AWP
6242
Avid Wealth Partners
Texas
$141M +$12.6M +10% 4.68% – 46
CV
6243
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 5.78% – 70
LG
6244
LAM Group
Oregon
$141M +$22.6M +19% 8.11% – 133
F4L
6245
Fortune 45 LLC
Louisiana
$141M +$10.1M +8% 4.6% 64.3% 27
SRSA
6246
S.R. Schill & Associates
Washington
$141M -$87.1M -38% 7.48% 27.1% 86
BFS
6247
Burr Financial Services
California
$141M -$2.03M -1% 1.97% – 30
FTCM
6248
Fir Tree Capital Management
New York
$141M -$154K -0.1% 1.2% 9.32% 120
RCP
6249
RPM Capital Partners
New York
$141M +$20.8M +17% 17.3% – 1
ALWM
6250
Andrews Lucia Wealth Management
California
$141M -$1.99M -1% 6.52% 45.6% 27
248 249
250
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