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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWA
6526
Providence Wealth Advisors
Illinois
$146M +$13.6M +10% 9.85% 85.3% 96
LF
6527
LifeSteps Financial
California
$146M +$22.2M +18% 12.3% 76.7% 87
RWM
6528
Refined Wealth Management
Utah
$145M +$23.2M +19% 23.8% 94.2% 33
OS
6529
Objectivity Squared
South Carolina
$145M +$26.1M +22% 8.42% – 53
MCI
6530
MRP Capital Investments
Georgia
$145M +$38.4M +36% 27.7% – 229
PMSA
6531
Patrick M. Sweeney & Associates
Illinois
$145M +$11.5M +9% 6.44% – 157
MIM
6532
Meixler Investment Management
Arizona
$145M +$857K +0.6% 1.21% 56.5% 107
NELSF
6533
NewGen Equity Long/Short Fund
Cayman Islands
$145M – – 30.6% – 24
VAM
6534
Vienna Asset Management
California
$145M +$18.4M +15% 14.2% – 61
RL
6535
Retireful LLC
Michigan
$145M +$39.3M +37% 16.2% 99.2% 180
XC
6536
XY Capital
Hong Kong
$145M -$6.82M -4% 0.15% – 118
DWM
6537
Daner Wealth Management
Georgia
$145M – – 7.91% – 81
LAS
6538
LWM Advisory Services
Florida
$145M +$1.01M +0.7% 8.43% 61.3% 98
SCM
6539
Sheridan Capital Management
California
$145M +$7.76M +6% 8.13% – 31
AF
6540
Atala Financial
California
$145M +$7.65M +6% 14.6% – 476
PFA
6541
Pillar Financial Advisors
Kentucky
$145M +$10.6M +8% 6.14% – 111
VAG
6542
Vannoy Advisory Group
Texas
$145M +$9.83M +7% 6.95% – 27
ALM
6543
Argosy-Lionbridge Management
New York
$145M -$5.23M -3% 4.59% – 13
PWAM
6544
Pinnacle West Asset Management
Wyoming
$145M +$6.2M +4% 7.94% – 113
VFS
6545
Valpey Financial Services
New Hampshire
$145M – – 7.07% – 67
E
6546
EntreWealth
Texas
$145M +$14.5M +11% 6.51% – 68
CIA
6547
Christian Investment Advisors
Texas
$145M +$744K +0.5% 5.59% – 14
NA
6548
Note Advisors
New York
$145M +$23.5M +19% 5.72% – 78
BDS
6549
Banco de Sabadell
Florida
$145M +$13M +10% 9.07% 64.4% 65
BMCM
6550
Black Maple Capital Management
Wisconsin
$145M +$17.2M +14% 6.94% – 104
260 261
262
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