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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWM
7176
DKM Wealth Management
California
$103M -$2.38M -2% 2.19% – 56
SFP
7177
Sherwood Financial Partners
California
$103M +$2.28M +2% 0.3% – 8
ACMA
7178
Arbor Capital Management (Alaska)
Alaska
$103M +$1.41M +1% 0.38% 67.8% 102
MADFP
7179
Michael A Dubis Financial Planning
Wisconsin
$103M -$400K -0.4% 0.73% – 49
GBFP
7180
Golden Bell Financial Planning
Georgia
$103M +$3.45M +3% 2.16% – 35
ABG
7181
Ally Bridge Group
New York
$103M -$13.7M -12% 4.9% 246% 32
HWA
7182
Heritage Wealth Architects
Minnesota
$103M – – 1.5% – 33
RM
7183
RCF Management
Colorado
$103M -$25.3M -20% 21.1% – 1
CFP
7184
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 4.35% – 371
SCM
7185
Stonepine Capital Management
Oregon
$103M -$21.1M -17% 3.86% 160% 75
FLP
7186
Financial Life Planners
Arizona
$103M -$16.6M -14% 6% – 414
MHIP
7187
Mountain Hill Investment Partners
New Jersey
$102M +$4.19M +4% 4.34% – 194
NL
7188
NDWM LLC
California
$102M -$17.3M -14% 2.03% – 36
AAG
7189
Accordant Advisory Group
Maryland
$102M -$1.41M -1% 4.43% – 157
RF
7190
Roxbury Financial
New Jersey
$102M -$1.49M -1% 0.97% – 404
WN
7191
Williams & Novak
California
$102M -$1.53M -1% 0.04% – 150
ARA
7192
Alexander Randolph Advisory
Virginia
$102M -$5.73M -5% 1.05% – 53
MM
7193
Morangie Management
Florida
$102M -$20.7M -17% 13.5% – 27
CJ
7194
Caitlin John
Michigan
$102M -$45.2M -31% 0.53% – 844
KF
7195
K2 Financial
California
$102M +$1.3M +1% 0.63% – 60
NWA
7196
Navis Wealth Advisors
New York
$102M +$10.3M +11% 2.23% 170% 110
NFP
7197
NorthLanding Financial Partners
New York
$102M +$2.73M +3% 0.72% 41.1% 40
RWP
7198
Ridgeline Wealth Planning
Ohio
$102M -$2.73M -3% 2.7% – 40
CAG
7199
Centerpoint Advisory Group
Kansas
$102M -$1.71M -2% 3.74% – 98
AA
7200
Armor Advisors
New York
$102M +$19.6M +24% 1.92% 42.7% 18
286 287
288
289 290