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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BAM
4176
Baldrige Asset Management
Pennsylvania
$231M +$47.9M +26% 6.23% 43.5% 355
WFG
4177
Wills Financial Group
Virginia
$231M +$24.9M +12% 7.51% 43.8% 72
CAG
4178
Curtis Advisory Group
California
$231M +$4.97M +2% 8.09% 67.6% 76
EA
4179
Evergreen Advisors
Tennessee
$231M -$30.4M -12% 4.73% 33% 14
AA
4180
Armor Advisors
New York
$230M +$27.4M +14% 12.7% 42.7% 17
RCM
4181
Rutabaga Capital Management
Massachusetts
$230M +$12.8M +6% 6.86% 57% 52
MG
4182
MilWealth Group
Wisconsin
$230M +$21.8M +10% 4.18% 29.4% 66
AFWM
4183
AMJ Financial Wealth Management
Virginia
$230M +$22.8M +11% 10.5% 139% 105
AWM
4184
Atticus Wealth Management
Florida
$230M +$19.8M +9% 6.78% 51.1% 402
SHI
4185
SV Health Investors
Massachusetts
$230M -$37.4M -14% 10.5% 90.9% 8
DC
4186
DeDora Capital
California
$229M +$18.1M +9% 9.59% 75.5% 99
OPW
4187
Oxler Private Wealth
New York
$229M +$32M +16% 8.07% 98.2% 128
PCFFS
4188
Pacific Center for Financial Services
California
$229M +$20.2M +10% 7.87% – 360
TWM
4189
TMD Wealth Management
Arizona
$229M +$18.7M +9% 4.7% 2.39% 43
VCM
4190
Voleon Capital Management
California
$229M +$69M +43% 21.1% – 12
LRIC
4191
Long Road Investment Counsel
Michigan
$229M +$7.1M +3% 7.48% 65.3% 74
PFA
4192
Pinnacle Family Advisors
Missouri
$229M +$38.3M +20% 7.62% 83.6% 150
PCM
4193
Palouse Capital Management
Washington
$229M +$2.16M +1% 5.92% 33.9% 104
AFM
4194
Abbot Financial Management
Massachusetts
$229M +$8.37M +4% 4.86% 81.4% 135
BW
4195
Bison Wealth
Georgia
$229M -$4.52M -2% 6.65% 37.4% 506
T
4196
Tinicum
New York
$228M -$3.69M -2% 0.15% 21.1% 2
HCM
4197
HM Capital Management
Missouri
$228M +$13.1M +6% 6.58% 29.6% 46
CP
4198
Castleview Partners
Texas
$228M – – 7.2% 47.4% 922
DM
4199
Diker Management
New York
$228M +$14.5M +7% 15.9% 101% 44
NC
4200
Nixon Capital
Texas
$228M +$28.2M +14% 6.88% 120% 25
166 167
168
169 170