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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WPSG
3976
Wealth & Pension Services Group
Georgia
$138M +$604K +0.4% 0.89% – 125
BWP
3977
Bernardo Wealth Planning
Pennsylvania
$138M +$10.4M +8% 1.88% 46.7% 165
NERM
3978
New England Research & Management
Illinois
$138M -$9.31M -6% 0.93% 33.3% 191
EWMCB
3979
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$138M +$3.52M +3% 0.06% 13% 34
NCM
3980
Niemann Capital Management
Nevada
$138M +$1.88M +1% 7.31% 103% 20
SPI
3981
Santori & Peters Inc
Pennsylvania
$138M +$773K +0.6% 1.14% 88% 79
TIA
3982
Tiemann Investment Advisors
California
$138M -$253K -0.2% 2.36% 66.6% 189
PAM
3983
Pegasus Asset Management
New York
$137M +$8.24M +6% 2.72% 93.3% 69
IC
3984
Investment Counsel
Michigan
$137M +$752K +0.6% 3.14% 50.1% 57
BCIM
3985
Bishop & Co Investment Management
Pennsylvania
$137M -$1.63M -1% 0.29% 38.8% 25
TVAMP
3986
Tennessee Valley Asset Management Partners
Tennessee
$137M +$5.2M +4% 1.35% 51.2% 64
MI
3987
M3F Inc
Utah
$137M +$20.5M +18% 0.51% 98.5% 42
FDS
3988
Freedom Day Solutions
Texas
$137M +$5.39M +4% 3.14% 76.8% 89
FCC
3989
Florin Court Capital
United Kingdom
$137M -$40.7M -23% 2.74% 75% 27
IP
3990
Investment Partners
Ohio
$137M -$2.45M -2% 1.24% 59% 156
OFW
3991
Omnia Family Wealth
Florida
$137M -$61.2M -31% 1.02% 72.5% 100
WFM
3992
Wolff Financial Management
Michigan
$137M +$7.05M +5% 1.19% 39.1% 84
SCM
3993
Stonehearth Capital Management
Massachusetts
$137M +$286K +0.2% 0.05% 49.2% 57
LD
3994
Lipe & Dalton
New York
$137M -$2.91M -2% 4.47% 59.7% 107
TWS
3995
Thomas W. Smith
$137M -$8.07M -6% 1.45% 3.57% 10
AIM
3996
Assured Investment Management
New York
$137M -$63M -32% 26.5% 53.6% 41
AIS
3997
Accurate Investment Solutions
Pennsylvania
$137M +$5.47M +4% 2.74% 6.73% 440
UCMOK
3998
United Capital Management of KS
Kansas
$137M +$4.57M +3% 2.31% 219% 108
SIM
3999
Sterling Investment Management
Arizona
$137M +$7.58M +6% 0.57% 39.6% 63
CWA
4000
Clarus Wealth Advisors
Arizona
$137M -$1.54M -1% 1.72% – 624
158 159
160
161 162