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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWM
6426
Aberdeen Wealth Management
Illinois
$150M +$5.46M +4% 6.13% 56.5% 172
GRA
6427
Golden Road Advisors
Florida
$150M +$22.3M +17% 11.4% – 42
RCWM
6428
Royal Capital Wealth Management
Indiana
$150M +$7.66M +5% 8.92% 77.2% 90
GWM
6429
Guardian Wealth Management
Illinois
$150M +$423K +0.3% 10.5% 78.2% 231
RHDIC
6430
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 8.7% 52.7% 42
EF
6431
Envision Financial
Wisconsin
$150M +$17.3M +13% 6.29% – 45
SMF
6432
Sterling Manor Financial
New York
$150M +$9.96M +7% 7.6% 44.9% 31
KPPF
6433
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 9.75% – 84
ULWM
6434
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 7.91% 30.8% 65
AIM
6435
AHL Investment Management
Florida
$150M +$4.72M +3% 4.55% 39.8% 72
RB
6436
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 7.98% 53.2% 164
AC
6437
ASB Consultores
Florida
$150M -$4.07M -3% 12.7% 64.7% 163
SI
6438
Sapience Investments
California
$150M +$9.76M +7% 11.3% 41.9% 93
LAM
6439
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 4.18% – 104
BPFA
6440
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 11.1% 76.8% 114
GC
6441
Gould Capital
Washington
$150M +$6.53M +5% 6.08% 50.2% 228
LG
6442
LAM Group
Oregon
$150M +$13.7M +10% 9% – 74
MG
6443
McHugh Group
Ohio
$150M +$17.4M +13% 15% – 72
KCM
6444
KRS Capital Management
Michigan
$150M +$23.9M +19% 23.1% 184% 111
OA
6445
Oceanside Advisors
South Carolina
$150M +$11.3M +8% 6.31% – 46
AL
6446
ACAS LLC
California
$149M +$17.8M +14% 8.07% – 94
TT
6447
TI-Trust
Illinois
$149M -$1.8M -1% 6.72% 46.4% 131
GWA
6448
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 9.27% – 63
IIL
6449
Insight Inv LLC
California
$149M +$3.72M +3% 8.01% 68.8% 136
PBK
6450
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 6.26% – 336
256 257
258
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