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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LCM
3701
Lucerne Capital Management
Connecticut
$167M +$16.8M +11% 13.2% 1
LWA
3702
Lowe Wealth Advisors
Maryland
$167M +$1.5M +0.9% 3.39% 46.2% 327
GSC
3703
G&S Capital
Colorado
$167M +$8.88M +6% 3.67% 50.8% 241
PGAM
3704
Princeton Global Asset Management
New Jersey
$167M +$20.5M +14% 4.57% 82.3% 428
APG
3705
Abacus Planning Group
South Carolina
$166M +$6.49M +4% 2.68% 51.5% 178
CFS
3706
CRA Financial Services
New Jersey
$166M +$13M +8% 3.64% 74.3% 147
SCP
3707
Silverleafe Capital Partners
Tennessee
$166M -$2.35M -1% 4.85% 54.2% 84
RA
3708
Resource America
New York
$166M -$898K -0.5% 0.27% 12.1% 41
BCM
3709
Brookmont Capital Management
Texas
$166M +$3.89M +2% 4.91% 40.7% 69
NFAM
3710
North Fourth Asset Management
New Jersey
$166M -$19.7M -11% 2.14% 43% 73
RWM
3711
Rezny Wealth Management
Florida
$166M +$1.44M +0.9% 3.21% 62% 16
VIA
3712
Vantis Investment Advisers
Florida
$166M +$45.9M +38% 3.75% 39.9% 15
BF
3713
Blankinship & Foster
California
$166M +$3.02M +2% 2.45% 46.5% 49
NL
3714
NVWM LLC
Pennsylvania
$166M +$14.9M +10% 6.19% 89.5% 424
PWPS
3715
Pinnacle Wealth Planning Services
Ohio
$166M +$16.7M +11% 2.96% 68.6% 183
CHJWM
3716
Carlton Hofferkamp & Jenks Wealth Management
Texas
$166M +$6.06M +4% 1.93% 43.7% 97
G
3717
Gainplan
Michigan
$165M +$77.4M +88% 2.02% 79.6% 46
BWL
3718
Bogart Wealth LLC
Virginia
$165M -$41.8M -20% 0.95% 44.6% 381
HM
3719
Heronetta Management
New York
$165M -$14.7M -8% 0.74% 46% 28
PWMG
3720
Prestige Wealth Management Group
New Jersey
$165M +$2.54M +2% 2.71% 47.7% 526
CCM
3721
Canal Capital Management
Virginia
$165M +$7.44M +5% 2.63% 19.2% 117
ODG
3722
O'Dell Group
Ohio
$165M +$6.39M +4% 1.91% 53.5% 60
PCR
3723
Potrero Capital Research
California
$165M +$3.51M +2% 1.91% 98.3% 56
CCA
3724
Cruiser Capital Advisors
Connecticut
$165M -$20.6M -11% 1.38% 64.7% 43
SSG
3725
Summit Securities Group
New York
$165M +$59.9M +57% 1.37% 33.4% 249