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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FC
3401
Financial Consulate
Maryland
$226M -$3.19M -1% 7.54% 44.1% 111
GFS
3402
GYL Financial Synergies
Connecticut
$226M +$25M +12% 9.14% 36% 181
ISWM
3403
Independent Solutions Wealth Management
New York
$226M – – 6.92% 89.7% 155
MWP
3404
Moller Wealth Partners
$226M +$19.1M +9% 5.62% 25.7% 49
IC
3405
Inscription Capital
Texas
$226M +$43.9M +24% 6.44% – 156
WSC
3406
Wellington Shields & Co
New York
$226M +$161M +248% 8.69% 64.9% 235
NI
3407
NYL Investors
New York
$226M -$5.97M -3% 3.91% 6.9% 27
HCM
3408
Harvey Capital Management
Florida
$225M +$24M +12% 11.9% 140% 81
SRC
3409
Stone Run Capital
New York
$225M +$15.2M +7% 7.95% 61.3% 60
MCIA
3410
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 4.29% 46.4% 61
NME
3411
Notis-McConarty Edward
$225M +$12.1M +6% 8.05% 73% 102
BCM
3412
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 6.25% 55.4% 101
LFG
3413
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 4.87% 20.2% 593
PWA
3414
Physician Wealth Advisors
Utah
$225M +$20M +10% 7.59% 57.4% 120
SWRP
3415
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 6.22% 50.8% 130
WCG
3416
Wall Capital Group
Arizona
$225M +$13.6M +6% 7.07% 16.6% 24
ODIJL
3417
One Day In July LLC
Vermont
$224M +$31M +16% 3.33% 31.6% 35
SNB
3418
Security National Bank
Nebraska
$224M +$12.4M +6% 11.4% 112% 76
TAS
3419
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 7.47% 77.7% 17
PC
3420
Peavine Capital
Nevada
$224M -$6.01M -3% 4.56% 23.5% 15
PCI
3421
Pacifica Capital Investments
Texas
$224M +$16M +8% 4.55% 108% 21
AWMG
3422
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 4.39% – 60
KFP
3423
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 5.58% 13.4% 46
BSWM
3424
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 5.38% 33% 31
EFM
3425
Ennismore Fund Management
United Kingdom
$224M – – 7.26% – 11
135 136
137
138 139