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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCWA
6476
Meadow Creek Wealth Advisors
Georgia
$148M +$14.1M +11% 9.72% – 147
RHAM
6477
Round Hill Asset Management
California
$148M +$9.03M +6% 4.29% 44.7% 64
4WM
6478
4J Wealth Management
Virginia
$148M +$21.2M +17% 8.62% 56.3% 96
FFP
6479
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 6.27% 38.1% 37
EFG
6480
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 11% 55.4% 27
RFN
6481
Redwood Financial Network
Ohio
$148M +$16.7M +13% 11% 60.9% 174
IJWM
6482
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 10.2% – 84
DIS
6483
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 4.74% 86.2% 55
LWM
6484
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 9.69% – 105
PS
6485
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 5.7% – 222
MSWA
6486
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 7.49% – 693
CCA
6487
Coign Capital Advisors
Utah
$148M +$17.7M +14% 7.07% – 79
AWIRL
6488
Al Warda Investments RSC Ltd
$148M – – 30.8% – 1
WWWM
6489
White Wing Wealth Management
Texas
$148M +$19.2M +15% 9.12% – 32
NCG
6490
Newport Capital Group
New Jersey
$148M +$8.6M +6% 5.55% – 66
TFP
6491
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 8.08% – 85
RCWVOTCITCONY
6492
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 8.57% – 2
LWP
6493
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 9.02% – 104
CPL
6494
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 9.02% – 36
MAM
6495
McCarthy Asset Management
California
$147M +$9.17M +7% 4.55% 38.3% 27
BFM
6496
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 8.31% 42% 41
SRB
6497
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 6.13% – 37
BAS
6498
Brueske Advisory Services
Washington
$147M +$41.5M +39% 7.98% – 65
PIP
6499
PB Investment Partners
California
$147M +$20.8M +16% 9.85% 112% 9
WMWM
6500
Wilkins Miller Wealth Management
Alabama
$147M +$14M +10% 6.32% – 92
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