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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFS
3726
Physicians Financial Services
North Carolina
$122M +$4.21M +4% 5.15% 89.3% 114
PC
3727
Pecaut & Co
Iowa
$122M +$1.4M +1% 4.84% 68.1% 53
RFWA
3728
RPg Family Wealth Advisory
Massachusetts
$122M +$7.45M +6% 5.03% 85.2% 321
HWA
3729
Heritage Way Advisors
Illinois
$122M +$4.94M +4% 4.06% 79.5% 65
AIA
3730
AIMZ Investment Advisors
California
$122M +$3.07M +3% 6.16% 66.7% 99
SM
3731
Sabby Management
Florida
$122M -$96.8M -44% 0.02% 56.4% 179
AWM
3732
AllSquare Wealth Management
New York
$122M +$33M +37% 3.23% 43.2% 391
MIM
3733
Midwest Investment Management
Ohio
$121M +$2.88M +2% 4.72% 26.1% 55
IC
3734
Investment Counsel
Michigan
$121M +$1.64M +1% 2.19% 50.1% 60
BIMC
3735
Benson Investment Management Company
Virginia
$121M +$10.6M +10% 5.48% 78.1% 100
LCM
3736
Lee Capital Management
New York
$121M +$14.7M +14% 4.68% 91
AAM
3737
Alphadyne Asset Management
New York
$121M +$8.04M +7% 1.53% 22.5% 15
IOOF
3738
Independent Order of Foresters
Ontario, Canada
$121M +$592K +0.5% 2.21% 58.2% 114
TCM
3739
TCS Capital Management
New York
$121M -$71.8M -37% 0.89% 271% 7
RW
3740
REDW Wealth
New Mexico
$121M +$18.6M +18% 2.95% 43.2% 82
FCMT
3741
Founders Capital Management (Texas)
Texas
$121M +$7.81M +7% 4.77% 62% 372
MWM
3742
MinichMacGregor Wealth Management
New York
$121M +$5.35M +5% 3.09% 83.1% 563
CAM
3743
Capco Asset Management
Florida
$121M +$6.39M +6% 5.9% 94.6% 19
CC
3744
Caldera Capital
Texas
$121M +$13.2M +12% 8.15% 84.1% 27
LFPWM
3745
Leicht Financial Planning & Wealth Management
New Jersey
$120M +$4.16M +4% 1.73% 38.1% 25
SFG
3746
Summit Financial Group
West Virginia
$120M +$4.71M +4% 4.06% 26.1% 120
JFGLC
3747
Johnson Financial Group LLC (Colorado)
Colorado
$120M +$1.35M +1% 3.33% 48.5% 77
AC
3748
Axon Capital
New York
$120M +$31.3M +35% 5.73% 14
AFM
3749
Abbot Financial Management
Massachusetts
$120M +$8.5M +8% 4.54% 81.4% 97
CIA
3750
Cascade Investment Advisors
Oregon
$120M +$2.39M +2% 4.58% 60.3% 190