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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FLA
4201
Financial Life Advisors
Texas
$254M +$14.9M +6% 3.4% 31.3% 55
HCM
4202
Horiko Capital Management
New York
$254M +$22M +9% 10% 136% 23
HGM
4203
Highside Global Management
Texas
$254M +$5.61M +2% 1.15% 11.1% 19
OC
4204
Oarsman Capital
Wisconsin
$254M +$6.6M +3% 7.98% 60.6% 200
BIA
4205
BHK Investment Advisors
Alabama
$253M +$10.7M +4% 5.79% 43.9% 66
CA
4206
Crumly & Associates
Illinois
$253M +$38.3M +18% 7.86% 43.1% 116
BGI
4207
BlueDrive Global Investors
United Kingdom
$253M -$56.8M -18% 3.99% 24.7% 12
RFWA
4208
RPg Family Wealth Advisory
Massachusetts
$253M +$15.8M +7% 7.62% 85.2% 293
KMWM
4209
Keudell/Morrison Wealth Management
Oregon
$253M +$20M +9% 9.76% 42.6% 197
IA
4210
IAM Advisory
Pennsylvania
$253M +$17.3M +7% 9.94% 47% 77
WFG
4211
Wills Financial Group
Virginia
$253M +$30.1M +14% 11% 43.8% 68
SWM
4212
Southern Wealth Management
Texas
$253M -$87.4M -26% 4.54% 50% 59
V
4213
ValueWorks
New York
$253M +$18M +8% 4.03% 110% 35
WW
4214
Waterfront Wealth
Kansas
$253M +$45.6M +22% 7.78% 52.1% 223
HCA
4215
Horan Capital Advisors
Ohio
$252M +$26.3M +12% 11.2% 26.6% 93
BAM
4216
Bullseye Asset Management
Colorado
$252M -$36.3M -13% 4.25% 101% 104
BCM
4217
BHZ Capital Management
California
$252M -$17.6M -7% 4.56% 3.05% 153
LRIC
4218
Long Road Investment Counsel
Michigan
$252M +$24.6M +11% 11.2% 65.3% 78
TC
4219
Tenere Capital
New York
$252M – – 8.79% 101% 25
GA
4220
Gagnon Advisors
New York
$252M -$420K -0.2% 8.15% 115% 36
IRM
4221
Income Research & Management
Massachusetts
$251M +$10.8M +4% 0.01% 0.84% 18
SRSA
4222
S.R. Schill & Associates
Washington
$251M +$17.1M +7% 10.8% 27.1% 95
AFG
4223
Allegheny Financial Group
Pennsylvania
$251M +$32.5M +15% 9.84% 75.2% 161
NL
4224
Navalign LLC
California
$251M +$14.5M +6% 8.13% 46.7% 125
HCM
4225
HGI Capital Management
New York
$250M +$2.49M +1% 10% 26.8% 84
167 168
169
170 171