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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RFG
4126
RFP Financial Group
Georgia
$307M +$36.8M +14% 6.24% – 916
FIM
4127
Fernwood Investment Management
Massachusetts
$307M -$15.6M -5% 7.82% 83.3% 208
HAC
4128
Harbor Advisory Corp
New Hampshire
$306M +$16.8M +6% 6.22% 41% 92
IP
4129
Indigo Partners
Arizona
$306M +$12.8M +4% 4.57% 50.7% 2
BHWM
4130
Bay Harbor Wealth Management
Maryland
$306M +$19.2M +7% 5.23% 35.4% 181
T
4131
TrueFG
Texas
$306M +$29.2M +11% 6.94% 36.4% 53
PWC
4132
PYA Waltman Capital
Tennessee
$306M +$33.7M +12% 7.88% 73.5% 74
EWM
4133
Elevatus Welath Management
New York
$306M +$38.6M +14% 7.46% – 121
LC
4134
Legacy CG
Texas
$306M +$12.2M +4% 5.07% 46.2% 64
SC
4135
Stolper & Co
Oklahoma
$306M +$21.6M +8% 9.53% 53.5% 90
PI
4136
Point72 Italy
Italy
$306M +$74.6M +32% 6.05% – 42
PG
4137
Prostatis Group
Maryland
$306M +$20.5M +7% 5.48% 56.8% 159
CSWG
4138
Cardinal Strategic Wealth Guidance
Kentucky
$305M +$28.1M +10% 4.75% 52.8% 79
LL
4139
LPWM LLC
Minnesota
$305M +$15.8M +5% 6.18% 46.6% 79
NWM
4140
Northcape Wealth Management
New York
$305M +$27.8M +10% 7.95% 50.1% 133
FAFC
4141
First American Financial Corporation
California
$305M +$9.16M +3% 5.31% – 4
HWMO
4142
Heritage Wealth Management (Ohio)
Ohio
$305M +$6.67M +2% 7.45% – 234
MSCM
4143
McElhenny Sheffield Capital Management
Texas
$305M +$14.9M +5% 6.08% 91.7% 109
SIA
4144
Sovereign Investment Advisors
Arizona
$305M +$36.7M +14% 4.45% 33.2% 36
WC
4145
Weil Company
California
$305M +$30.8M +11% 9.54% 58.9% 154
AAI
4146
American Assets Inc
California
$305M +$32.5M +12% 11.3% 7.31% 18
GWSA
4147
Global Wealth Strategies & Associates
Colorado
$304M +$25.8M +9% 5.61% – 387
MA
4148
Modus Advisors
Minnesota
$304M +$21.7M +8% 5.85% 70.4% 116
ZF
4149
Zega Financial
Florida
$304M +$27.8M +10% 1.93% – 134
AFS
4150
Aft Forsyth & Sober
Florida
$304M +$12.2M +4% 4.62% 83.1% 80
164 165
166
167 168