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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWP
6251
Avid Wealth Partners
Texas
$147M +$6.65M +5% 0.99% 56
MEG
6252
Millstone Evans Group
Colorado
$147M +$697K +0.5% 2.54% 813
HA
6253
Hofer & Associates
California
$147M -$1.63M -1% 1.87% 52.8% 61
CWM
6254
Certus Wealth Management
California
$147M -$2.1M -1% 2.28% 57
DIS
6255
Diversified Investment Strategies
Louisiana
$147M -$6.08M -4% 2.96% 86.2% 54
WB
6256
West Bancorporation
Iowa
$147M -$4.99M -3% 3.01% 57.1% 99
MSWA
6257
Marshall & Sterling Wealth Advisors
New York
$147M +$2.44M +2% 2.05% 669
ADMI
6258
Albert D. Mason Inc
Massachusetts
$147M -$2.55M -2% 0.51% 50.8% 152
LFASL
6259
Lugano Financial Advisors SA (LFA)
Switzerland
$147M -$5.87M -4% 0.12% 31.2% 209
EFIC
6260
Eliot Finkel Investment Counsel
California
$147M -$9.98M -6% 0.51% 33.1% 33
SP
6261
Successful Portfolios
Florida
$147M -$2.43M -2% 0.99% 69.6% 163
CGA
6262
Channing Global Advisors
Florida
$147M -$3.14M -2% 1.58% 109% 54
WWM
6263
Wolff Wiese Magana
California
$147M -$4.12M -3% 0.79% 87.6% 1,043
SFG
6264
Seamount Financial Group
Colorado
$147M +$2.11M +1% 1.64% 102
FWP
6265
Forefront Wealth Partners
Texas
$147M +$12.7M +9% 3.05% 134
FRA
6266
FFG Retirement Advisors
Colorado
$147M -$6.17M -4% 0.31% 49
AMAL
6267
Asset Management Advisors LLC
Oklahoma
$147M +$9.5M +7% 7.83% 75.5% 16
AIMA
6268
Ables Iannone Moore & Associates
Georgia
$147M -$15.3M -9% 7% 58
DC
6269
Destiny Capital
Colorado
$147M -$18.1M -11% 3.73% 49
RHDIC
6270
R.H. Dinel Investment Counsel
California
$147M -$3.24M -2% 0.94% 52.7% 42
KWM
6271
Kiker Wealth Management
Georgia
$147M +$23.1M +19% 1.15% 732
PCM
6272
Palouse Capital Management
Washington
$147M -$3.85M -3% 0.78% 33.9% 147
FOFP
6273
Fee-Only Financial Planning
South Carolina
$146M -$8.33M -5% 3.48% 41
GF
6274
GGM Financials
Ohio
$146M +$52.6M +56% 3.65% 62
BCPWM
6275
Bradley & Co Private Wealth Management
Florida
$146M -$13.7M -9% 4.94% 191