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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWH
6376
Priebe Wealth Holdings
Minnesota
$148M +$10.3M +7% 3.29% – 72
GMH
6377
General Motors Holdings
Michigan
$148M +$16.8M +13% 74.2% 43.5% 5
FS
6378
Financial Symmetry
North Carolina
$148M +$4.38M +3% 3.02% – 48
CWI
6379
Conscious Wealth Investments
Florida
$147M +$2.12M +1% 1.67% – 51
SC
6380
Shearwater Capital
Colorado
$147M +$2.37M +2% 3.08% 60.4% 48
CJ
6381
Caitlin John
Michigan
$147M -$8.32M -5% 0.32% – 865
FS
6382
Financially Speaking
Colorado
$147M – – 3.37% – 181
DCM
6383
DG Capital Management
New York
$147M -$45.9M -24% 1.88% 50.9% 21
EPIM
6384
Equinox Partners Investment Management
Connecticut
$147M +$1.42M +1% 8.63% 64.3% 10
PFA
6385
Petra Financial Advisors
Colorado
$147M -$4.56M -3% 1.2% – 155
MSRI
6386
Michael S. Ryan Inc
New York
$147M +$3.39M +2% 0.68% – 49
SFC
6387
Sprinkle Financial Consultants
Colorado
$147M +$6.92M +5% 0.36% – 72
RFA
6388
ROI Financial Advisors
Oregon
$147M +$2.03M +1% 5.08% – 67
WAN
6389
Wealth Advisors Northwest
Oregon
$147M – – 0.49% – 55
GWM
6390
Guardian Wealth Management
Illinois
$147M +$4.92M +3% 3.17% 78.2% 249
2P
6391
26North Partners
New York
$147M +$3.09M +2% 2.06% – 1
SFP
6392
Strategic Financial Planning
Texas
$147M -$4.52M -3% 4.22% 31.4% 37
MEG
6393
Millstone Evans Group
Colorado
$147M – – 1.88% – 732
AC
6394
Attessa Capital
Arizona
$147M – – 1.29% – 40
LIA
6395
Lynx Investment Advisory
District of Columbia
$147M +$7.73M +6% 0.18% – 152
PM
6396
Penbrook Management
New York
$147M -$7.22M -5% 0.68% 84.4% 116
TFP
6397
Tilia Fiduciary Partners
North Carolina
$147M +$2.28M +2% 0.44% 75.9% 111
HLAM
6398
Hidden Lake Asset Management
New York
$146M +$33.8M +30% 17.2% 142% 42
LHWM
6399
Lake Hills Wealth Management
Texas
$146M -$3.04M -2% 2.73% – 66
KFG
6400
Kingdom Financial Group
Arizona
$146M +$12.5M +9% 1.55% – 57
254 255
256
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