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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWA
3926
MFA Wealth Advisors
Pennsylvania
$134M -$18.1M -12% 3.35% 47.8% 64
SFG
3927
Summit Financial Group
West Virginia
$134M +$5.69M +4% 7.8% 26.1% 128
AWM
3928
AllSquare Wealth Management
New York
$134M +$1.78M +1% 2.28% 43.2% 529
BCM
3929
Billings Capital Management
Virginia
$134M +$6.76M +5% 4.76% – 11
SC
3930
Spindletop Capital
New York
$134M +$486K +0.4% 1% – 11
AFM
3931
Abbot Financial Management
Massachusetts
$134M +$8.71M +7% 7.72% 81.4% 110
KJWM
3932
Kiley Juergens Wealth Management
Washington
$134M +$21.9M +20% 8.57% 99.6% 800
GC
3933
Gratia Capital
California
$134M -$54.1M -29% 8.18% 38% 42
AC
3934
Addison Capital
Pennsylvania
$134M +$4.39M +3% 3.55% 61% 121
SJIM
3935
St. Johns Investment Management
Florida
$134M -$2.39M -2% 7.03% 64.7% 202
NWM
3936
Northwest Wealth Management
Iowa
$134M +$564K +0.4% 3.87% 46.3% 558
ACM
3937
Aquilo Capital Management
California
$133M +$13.6M +11% 4.58% 1.32% 15
POIA
3938
Pin Oak Investment Advisors
Texas
$133M -$3.08M -2% 4.27% 43.5% 463
DP
3939
Denver PWM
Colorado
$133M – – 3.86% 37.5% 68
BIMC
3940
Benson Investment Management Company
Virginia
$133M +$5.93M +5% 7.5% 78.1% 79
WA
3941
Wheatland Advisors
Pennsylvania
$133M +$9.31M +8% 7.17% 30.5% 99
SL
3942
SOF Ltd
Cayman Islands
$133M -$22M -14% 14.2% 116% 1
LSC
3943
Lesa Sroufe & Co
Washington
$133M -$2.8M -2% 1.36% – 64
AC
3944
Arjuna Capital
North Carolina
$133M +$10.2M +8% 8.68% 81.1% 98
FBT
3945
First Bank & Trust
South Dakota
$133M +$2.6M +2% 4.82% 60% 269
RFWA
3946
RPg Family Wealth Advisory
Massachusetts
$133M +$4.01M +3% 6.84% 85.2% 283
BCA
3947
Benchmark Capital Advisors
New York
$133M +$870K +0.7% 5.54% 29.2% 141
FA
3948
Financial Advantage
Maryland
$133M +$930K +0.7% 3.96% 24.3% 33
VMI
3949
VHCP Management III
New York
$132M – – 50.2% – 13
LA
3950
LFL Advisers
Illinois
$132M +$6.94M +6% 7.36% 73.1% 10
156 157
158
159 160