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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWM
4176
Abound Wealth Management
Tennessee
$301M +$29.9M +11% 7.3% 42.9% 1,367
FAP
4177
Financial Advisory Partners
Florida
$301M +$33.7M +13% 7.27% 39.3% 71
HCA
4178
Horan Capital Advisors
Ohio
$301M +$16.4M +6% 7.1% 26.6% 120
SIS
4179
Susquehanna International Securities
Ireland
$301M +$28.2M +10% 10.7% 10.8% 65
OWP
4180
ORG Wealth Partners
Texas
$301M – – 19.3% – 481
BE
4181
Bonness Enterprises
District of Columbia
$301M +$27.5M +10% 13.5% 83% 37
DA
4182
Detalus Advisors
Missouri
$301M +$9.13M +3% 6.61% 49.8% 163
TAS
4183
TIFF Advisory Services
Pennsylvania
$301M +$10.8M +4% 4.46% 77.7% 26
FLI
4184
Family Legacy Inc
South Carolina
$301M +$21.5M +8% 7.53% 61% 123
PC
4185
Prevatt Capital
Bahamas
$301M -$16.6M -5% 10.6% – 15
WMWM
4186
Whitaker-Myers Wealth Managers
Ohio
$301M +$29.9M +11% 7.2% – 116
LCGC
4187
Legacy Capital Group California
California
$301M +$23.3M +8% 6.82% – 360
NCM
4188
Neumann Capital Management
California
$301M +$9.58M +3% 6.84% 70.8% 103
S
4189
Syntrinsic
Colorado
$301M -$590K -0.2% 6.77% – 91
FWM
4190
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 6.91% 36.8% 67
CIC
4191
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 10.2% 245% 143
TJHA
4192
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 3.55% 21% 253
DW
4193
Dodds Wealth
Colorado
$300M +$43.8M +17% 5.55% – 59
BFWA
4194
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 5.94% 60.1% 105
TCOT
4195
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 7.71% – 6
PMA
4196
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 6.7% 53.1% 195
F
4197
FIFTHDELTA
United Kingdom
$300M -$160M -35% 2.72% 32.9% 16
SL
4198
SWF LLC
Nebraska
$300M +$34.7M +13% 13.1% 94.7% 2
EFP
4199
EnRich Financial Partners
Wisconsin
$299M +$26.7M +10% 6.01% – 253
AI
4200
ArchPoint Investors
Florida
$299M +$33M +12% 4.11% 78.9% 71
166 167
168
169 170