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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
W
4001
WealthOne
New York
$207M +$29.8M +17% 12.9% 23.4% 122
VFM
4002
Vivid Financial Management
California
$207M +$44.7M +27% 14.1% 140
CF
4003
Copperwynd Financial
Arizona
$207M +$19.2M +10% 18.3% 90% 127
PFS
4004
Physicians Financial Services
North Carolina
$207M +$6.82M +3% 10% 89.3% 111
WA
4005
WP Advisors
California
$207M +$41.1M +25% 16.8% 102% 88
FUBT
4006
First United Bank & Trust
Maryland
$207M +$28.5M +16% 12.1% 60.4% 140
SFI
4007
Sonic Fund II
Hawaii
$207M +$64.6M +45% 29.5% 119% 20
AWMT
4008
AAFMAA Wealth Management & Trust
North Carolina
$207M 18.2% 62.6% 62
HKIM
4009
Hayek Kallen Investment Management
Alabama
$207M +$27.8M +16% 9.07% 70.8% 73
BZWA
4010
Blue Zone Wealth Advisors
California
$207M +$29.4M +17% 15.3% 77.1% 78
OWM
4011
Opes Wealth Management
California
$206M -$1.97M -0.9% 13.8% 53.4% 80
DS
4012
Dalal Street
Texas
$206M +$57.2M +38% 42.9% 26.3% 2
UFG
4013
United Fire Group
Iowa
$206M +$7.89M +4% 16.9% 27.5% 111
LRIC
4014
Long Road Investment Counsel
Michigan
$206M +$28.6M +16% 14% 65.3% 72
BCM
4015
Boltwood Capital Management
California
$206M +$26.7M +15% 12.8% 41.3% 144
CFS
4016
Cannon Financial Strategists
Georgia
$206M +$23.8M +13% 12.7% 34.7% 58
CAG
4017
Curtis Advisory Group
California
$205M +$35.8M +21% 9.86% 67.6% 76
TWA
4018
TCI Wealth Advisors
Arizona
$205M -$41.5M -17% 13.8% 51.5% 1,727
OAM
4019
Oak Asset Management
California
$205M +$16M +8% 10.8% 63.9% 93
WIM
4020
Wittenberg Investment Management
Massachusetts
$205M +$18.7M +10% 21.7% 71.4% 76
THP
4021
Tower House Partners
United Kingdom
$205M +$18.3M +10% 25% 21.4% 6
FSA
4022
Fort Sheridan Advisors
Illinois
$205M +$36.1M +21% 16.3% 80.3% 131
JWM
4023
Janiczek Wealth Management
Colorado
$205M +$20.4M +11% 12.6% 16.4% 820
PTP
4024
Platform Technology Partners
New York
$205M +$41.6M +25% 14.8% 250
KIM
4025
Kestrel Investment Management
California
$205M +$31.8M +18% 28.3% 86.9% 47