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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KOMWMG
6876
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 7.53% 39.8% 88
LAS
6877
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 5.21% – 54
EIM
6878
Emmett Investment Management
New York
$126M +$16.6M +15% 12.1% – 30
CL
6879
CVFG LLC
Indiana
$126M +$16.1M +15% 9.34% – 98
KWM
6880
Koa Wealth Management
California
$126M +$2.09M +2% 1.97% – 55
IW
6881
Instrumental Wealth
Florida
$126M +$15.4M +14% 9.47% – 62
ACM
6882
Ategra Capital Management
Virginia
$126M +$2.03M +2% 6.26% 63.7% 25
IIM
6883
Illumine Investment Management
Washington
$126M +$3.6M +3% 11.6% – 95
WH
6884
Wallace Hart
Kentucky
$126M +$85.9M +216% 18.2% – 61
AI
6885
Acuitas Investments
Washington
$126M +$8.29M +7% 20.3% 222% 78
EC
6886
EJF Capital
Virginia
$126M -$32M -20% 7.19% 62.8% 81
LPP
6887
Life Planning Partners
Florida
$126M +$15.2M +14% 8.06% – 67
MWA
6888
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 7.52% – 76
CCG
6889
Coastwise Capital Group
California
$126M +$6.76M +6% 7.68% 74.1% 129
JCM
6890
J2 Capital Management
Michigan
$125M +$16.7M +15% 5.02% – 131
ECA
6891
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 8.38% – 74
CAM
6892
Crown Advisors Management
California
$125M +$11.9M +10% 17.8% 185% 45
DO
6893
denkapparat Operations
Germany
$125M +$30.8M +33% 9.55% – 272
SAM
6894
Sequent Asset Management
Texas
$125M -$54.3M -30% 10.6% 49% 84
MCM
6895
Magnolia Capital Management
New York
$125M +$8.56M +7% 9.55% 61.8% 76
CWM
6896
Centricity Wealth Management
Ohio
$125M +$15M +14% 7.97% – 457
RSWA
6897
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 6.64% – 96
PW
6898
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 10.3% – 166
WCFP
6899
White & Co Financial Planning
Washington
$125M +$8.99M +8% 6.96% – 19
KGC
6900
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 4.31% – 42
274 275
276
277 278