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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TFA
4076
Tobias Financial Advisors
Florida
$156M – – 5.8% 32.1% 319
PHAM
4077
Palisades Hudson Asset Management
Florida
$156M +$12.7M +9% 7.8% 50.1% 106
KC
4078
Kadensa Capital
Hong Kong
$156M – – 20.1% 112% 15
HA
4079
HYA Advisors
Missouri
$156M – – 5.68% – 110
PSC
4080
Prentiss Smith & Co
Vermont
$156M +$6.52M +4% 5.81% 50.7% 67
PA
4081
PSI Advisors
Florida
$156M – – 6.69% 49.7% 698
CAM
4082
Crown Advisors Management
California
$156M +$6.11M +4% 10% 185% 53
WA
4083
Wealthstar Advisors
Texas
$156M +$4.74M +3% 5.22% – 102
AAM
4084
American Asset Management
Florida
$155M +$10.2M +7% 4.58% 35.6% 118
SC
4085
Sawyer & Company
Massachusetts
$155M +$14.9M +11% 8.25% 72.7% 179
BZWA
4086
Blue Zone Wealth Advisors
California
$155M – – 5.1% 77.1% 43
BIMC
4087
Benson Investment Management Company
Virginia
$155M +$16M +11% 11.1% 78.1% 70
THWM
4088
Taylor Hoffman Wealth Management
Virginia
$155M +$14.3M +10% 9.52% 47.8% 439
JP
4089
JNE Partners
United Kingdom
$155M – – 18.7% 138% 5
IBOK
4090
Independence Bank of Kentucky
Kentucky
$155M +$14.4M +10% 8.21% 61.8% 381
WGRM
4091
Waterton Global Resource Management
Ontario, Canada
$155M +$3.41M +2% 15% 21% 2
CPX
4092
Canaan Partners X
California
$155M – – 64.5% 55.4% 3
EFIC
4093
Eliot Finkel Investment Counsel
California
$155M +$14.6M +10% 6.71% 33.1% 35
MWM
4094
Maltin Wealth Management
New Jersey
$155M – – 3.81% 39.6% 120
HCM
4095
Harspring Capital Management
New York
$155M – – 14.5% 70.3% 31
HFRG
4096
Houlihan Financial Resource Group
Virginia
$155M – – 4.91% 40.5% 93
DM
4097
Diker Management
New York
$155M +$1.2M +0.8% 2.33% 101% 39
AIA
4098
AIMZ Investment Advisors
California
$155M +$9.28M +6% 10% 66.7% 101
RWG
4099
Regal Wealth Group
California
$155M +$8.87M +6% 6.28% 17% 207
KCM
4100
Kempner Capital Management
Texas
$154M +$7.05M +5% 6.03% 36.1% 50
162 163
164
165 166