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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAS
3701
PKS Advisory Services
New York
$405M +$39.8M +11% 8.65% – 276
SCA
3702
Sage Capital Advisors
South Dakota
$405M +$23.7M +6% 7.96% 63% 136
BIG
3703
Builder Investment Group
Georgia
$405M +$52.7M +15% 17.5% – 105
HC
3704
Hourglass Capital
Texas
$405M +$22.4M +6% 8.72% 64.7% 112
LIM
3705
Longfellow Investment Management
Massachusetts
$404M -$5.6M -1% 1.19% 46.3% 309
AHT
3706
Amanah Holdings Trust
$404M – – 65.4% – 16
SSWG
3707
Seven Springs Wealth Group
Tennessee
$404M +$123M +44% 12.5% 51.4% 87
GA
3708
GoalVest Advisory
New York
$404M +$40.2M +11% 11.7% 66.1% 545
SDAM
3709
Shulman DeMeo Asset Management
New York
$404M +$47.7M +13% 9.07% 58.7% 120
OCM
3710
Ogborne Capital Management
California
$403M +$143M +55% 38.5% 282% 14
HSG
3711
Helen Stephens Group
Texas
$403M +$49.7M +14% 7.85% 40.6% 92
DR
3712
Davis Rea
Ontario, Canada
$403M +$27.3M +7% 11.4% 62.7% 56
RA
3713
Resolute Advisors
California
$403M +$55.9M +16% 21.5% 1.87% 91
WCP
3714
Waterfront Capital Partners
New York
$402M -$182M -31% 3.3% 54.5% 44
FPW
3715
Fairvoy Private Wealth
Alabama
$402M +$38.6M +11% 10.4% – 190
MCB
3716
Morton Community Bank
Illinois
$402M +$20.3M +5% 5.13% – 115
WWG
3717
West Wealth Group
California
$402M +$63.9M +19% 10.6% 57.7% 120
BONH
3718
Bank of New Hampshire
New Hampshire
$402M +$19.9M +5% 10.5% 66.8% 479
BIA
3719
Barry Investment Advisors
Massachusetts
$402M +$25.3M +7% 5% 31% 110
TC
3720
Trium Capital
United Kingdom
$402M +$155M +63% 22.3% – 79
KAM
3721
KEB Asset Management
Illinois
$401M +$49.9M +14% 7.8% 50% 90
LF
3722
Lantz Financial
Illinois
$401M +$35.8M +10% 7.39% 54.1% 243
TWP
3723
Tempus Wealth Planning
California
$401M +$66.5M +20% 13.4% 75.2% 281
CLC
3724
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 17.9% 10.4% 8
CF
3725
Copperwynd Financial
Arizona
$401M +$38.3M +11% 11.1% 90% 166
147 148
149
150 151