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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LF
4201
Lantz Financial
Illinois
$192M -$29.4M -13% 6.11% 54.1% 176
DC
4202
DeDora Capital
California
$192M -$6.32M -3% 4.83% 75.5% 103
PWS
4203
Peloton Wealth Strategists
Indiana
$192M -$12.9M -6% 6.4% 43% 87
LFM
4204
Lumina Fund Management
New York
$192M -$8.3M -4% 3.65% 31.6% 77
SC
4205
Schulhoff & Co
Ohio
$192M -$22.2M -10% 8.2% 30.1% 118
TFCM
4206
Taylor Frigon Capital Management
Arizona
$192M -$280K -0.1% 4.61% 108% 89
SFCL
4207
Strengthening Families & Communities LLC
Massachusetts
$192M +$26.9M +16% 3.67% 75% 573
HC
4208
Hillman Company
Pennsylvania
$192M -$12.2M -6% 1.4% 154% 18
GTAM
4209
Global Trust Asset Management
Florida
$192M -$11.6M -6% 4.88% 72.7% 460
PP
4210
Prosperity Planning
Missouri
$191M -$4.2M -2% 5.92% 31.3% 104
ES
4211
Eagle Strategies
New York
$191M -$82.9M -30% 5.77% 50.5% 150
WWM
4212
Wiser Wealth Management
Georgia
$191M -$1.65M -0.9% 5.3% 36.7% 39
JGIA
4213
Jackson Grant Investment Advisers
Connecticut
$191M -$10.6M -5% 5.32% 44.9% 356
GCP
4214
Gill Capital Partners
Colorado
$191M -$36.2M -16% 4.94% 39.7% 129
QWM
4215
Quaker Wealth Management
New Jersey
$191M -$6.99M -4% 5.34% – 52
1M
4216
13D Management
New York
$191M -$35M -15% 9.17% 60.2% 35
GI
4217
Glovista Investments
New Jersey
$191M -$51.4M -21% 10.1% 2.48% 52
OWM
4218
OneAscent Wealth Management
Alabama
$191M -$4.95M -3% 4.82% 35% 198
MCIA
4219
Mountain Capital Investment Advisors
Colorado
$191M -$9.1M -5% 7.4% 46.4% 88
SIC
4220
Shoker Investment Counsel
Ohio
$191M +$2.45M +1% 5.27% 53.5% 88
EGP
4221
Entrust Global Partners
New York
$191M +$4.78M +3% 5.62% 98.6% 12
THWM
4222
Taylor Hoffman Wealth Management
Virginia
$191M -$13.2M -6% 4.28% 47.8% 130
RCI
4223
RS Crum Inc
California
$191M -$4.55M -2% 5.86% 9.95% 75
PA
4224
PSI Advisors
Florida
$190M -$13.1M -6% 4.88% 49.7% 899
GWM
4225
Grand Wealth Management
Michigan
$190M -$6.44M -3% 5.69% 42.5% 63
167 168
169
170 171