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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EE
4051
EWG Elevate
California
$328M +$79.3M +32% 1.33% 55.3% 162
BCM
4052
Boltwood Capital Management
California
$328M -$9.3M -3% 2.31% 41.3% 178
LWM
4053
LongView Wealth Management
Georgia
$328M +$14.8M +5% 0.61% – 208
LCGC
4054
Legacy Capital Group California
California
$328M +$27.4M +9% 7.08% – 363
HFS
4055
Haverford Financial Services
Pennsylvania
$328M -$21.4M -6% 0.05% 58.6% 43
CCP
4056
Caden Capital Partners
California
$328M +$31.2M +11% 11.8% – 15
T
4057
TOBAM
France
$328M -$221M -40% 1.97% 37% 343
NC
4058
NovaPoint Capital
Georgia
$328M +$5.25M +2% 1.23% 64.6% 135
TWP
4059
Tempus Wealth Planning
California
$327M +$54.4M +20% 1.12% 75.2% 263
DF
4060
DecisionPoint Financial
Arizona
$327M +$11.4M +4% 1.9% – 272
MFGP
4061
Marshall Financial Group (Pennsylvania)
Pennsylvania
$327M -$3.85M -1% 0.04% 46.4% 53
GC
4062
Guidance Capital
Kentucky
$327M +$7.22M +2% 0.96% – 234
BAM
4063
BOCHK Asset Management
Hong Kong
$327M -$9.13M -3% 36.4% – 81
BWM
4064
Buckley Wealth Management
Nevada
$327M +$2.01M +0.6% 1.24% 67.6% 103
HVCM
4065
Hel Ved Capital Management
Hong Kong
$326M +$114M +54% 19.4% 234% 96
WSC
4066
Wellington Shields & Co
New York
$326M -$2.82M -0.9% 3.42% 64.9% 314
LC
4067
Legacy CG
Texas
$326M +$20.3M +7% 0.74% 46.2% 63
BFW
4068
Brady Family Wealth
Missouri
$326M -$7.19M -2% 1.31% – 119
GPSPJS
4069
General Pension Society PZU Joint Stock
Poland
$326M -$18.8M -5% 1.29% 75.2% 18
HBWM
4070
Hollow Brook Wealth Management
New York
$326M -$11.7M -3% 0.11% 83.4% 94
LCI
4071
L1 Capital International
Australia
$325M +$12.9M +4% 1.36% – 19
ACM
4072
ADW Capital Management
Florida
$325M +$62.8M +24% 30.2% 148% 5
PCP
4073
Pantera Capital Partners
California
$325M – – 42.2% – 2
UFA
4074
US Financial Advisors
Massachusetts
$325M +$4.05M +1% 1.07% 12.6% 92
PA
4075
PFW Advisors
Georgia
$325M – – 1.48% – 125
161 162
163
164 165