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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFG
3801
Wills Financial Group
Virginia
$138M +$2.98M +2% 0.46% 43.8% 70
TP
3802
Truvvo Partners
New York
$138M -$132M -49% 1.86% 18.5% 94
PAM
3803
Peninsula Asset Management
Florida
$138M +$1.22M +0.9% 2.69% 50.3% 46
CCM
3804
Copernicus Capital Management
California
$138M +$12.3M +10% 7.63% 125% 25
SAM
3805
Sheffield Asset Management
Illinois
$138M -$88.5M -39% 9.95% 23.3% 25
TFCM
3806
Taylor Frigon Capital Management
Arizona
$138M +$9.03M +7% 13.3% 108% 88
TCMV
3807
Technology Crossover Management V
California
$137M +$20.4M +17% 17.5% 1.11% 2
BWM
3808
BigSur Wealth Management
Florida
$137M -$2.95M -2% 1.32% 75.9% 112
CC
3809
Caldera Capital
Texas
$137M +$25.8M +23% 7.43% 84.1% 22
FFG
3810
Ford Financial Group
California
$137M +$9.29M +7% 1.3% 47.7% 47
ACP
3811
Aquiline Capital Partners
New York
$137M -$10.2M -7% 4.44% 14.7% 1
PC
3812
Pecaut & Co
Iowa
$137M +$5.44M +4% 5.74% 68.1% 68
VDFA
3813
Vickerman & Driscoll Financial Advisors
Washington
$137M +$1.59M +1% 2.27% – 115
AWA
3814
Artemis Wealth Advisors
New York
$137M +$8.61M +7% 6.5% 89.4% 32
SCA
3815
Strategic Capital Advisers
Colorado
$137M +$35.4M +35% 2.82% 51.4% 67
AIM
3816
Advantage Investment Management
Iowa
$137M -$125M -48% 2.88% 28.6% 1,093
CA
3817
Continuum Advisory
Idaho
$137M +$17.1M +14% 2.79% 55.9% 160
IAMOG
3818
Investors Asset Management of Georgia
Georgia
$137M +$1.38M +1% 5.23% 71.6% 153
HWA
3819
Heritage Way Advisors
Illinois
$137M +$7.85M +6% 2.95% 79.5% 64
OA
3820
Opes Advisors
California
$136M +$12.7M +10% 2.13% – 51
BP
3821
Broadleaf Partners
Ohio
$136M +$6.52M +5% 6.88% 156% 54
IGGA
3822
Iron Gate Global Advisors
Utah
$136M +$6.41M +5% 3.65% 130% 210
FPGK
3823
Financial Partners Group (Kansas)
Kansas
$136M +$8.83M +7% 3.68% 49.2% 84
PM
3824
Prosight Management
Texas
$136M -$17.3M -11% 0.15% 21.8% 39
POIA
3825
Pin Oak Investment Advisors
Texas
$136M +$12.8M +10% 7.35% 43.5% 470
151 152
153
154 155