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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LFS
4251
Legacy Financial Strategies
Kansas
$105M -$18.6M -15% 21.1% 57.7% 67
IIA
4252
ICW Investment Advisors
Arizona
$105M -$18.1M -15% 14.4% 50.2% 185
WSL
4253
Western Standard LLC
California
$105M -$22.7M -18% 19.9% 95.1% 52
DI
4254
Disciplined Investments
Oklahoma
$105M -$13.4M -11% 17.6% 34.3% 491
FF
4255
Friedenthal Financial
New Jersey
$105M -$26.1M -20% 16.6% 124% 58
AC
4256
Albar Capital
United Kingdom
$105M -$125M -54% 17.2% 162% 41
MWM
4257
MBE Wealth Management
Wisconsin
$105M +$4.98M +5% 18.1% 47.9% 591
AP
4258
Agilis Partners
Massachusetts
$105M -$82.7M -44% 15% 8.47% 23
SAMC
4259
Spectrum Asset Management (California)
California
$105M -$76.6M -42% 14.6% 53.8% 105
SCIM
4260
Spring Creek Investment Management
Pennsylvania
$105M +$21.1M +25% 20.5% 45.8% 10
WBC
4261
West Branch Capital
Massachusetts
$105M -$38.9M -27% 14.3% 126% 96
MPA
4262
Marvin & Palmer Associates
Delaware
$105M -$65M -38% 13.4% 222% 36
EWM
4263
Elmwood Wealth Management
California
$105M -$10.2M -9% 17.4% 34.8% 316
GCA
4264
Genesee Capital Advisors
New York
$105M -$12.9M -11% 10.9% 73.7% 88
HCM
4265
Hillman Capital Management
Maryland
$104M -$36.7M -26% 24.3% 30.3% 53
EWG
4266
Executive Wealth Group
Washington
$104M -$27.6M -21% 21% 14.9% 41
SL
4267
SIB LLC
New York
$104M -$31.6M -23% 18.9% 29.1% 25
PFT
4268
Providence First Trust
Arizona
$104M -$67.4M -39% 12.2% 37.8% 76
VLC
4269
Van Leeuwen & Company
New Jersey
$104M -$15.7M -13% 13.9% 76.3% 85
AM
4270
Atwater Malick
Pennsylvania
$104M -$21.7M -17% 16.4% 51.5% 44
CWM
4271
CCG Wealth Management
California
$104M -$53.9M -34% 14.9% 59.5% 102
RTC
4272
Riverview Trust Company
Washington
$104M -$44.5M -30% 20.2% 71.7% 283
THWM
4273
Taylor Hoffman Wealth Management
Virginia
$104M -$51M -33% 18% 47.8% 427
PKC
4274
Palmer Knight Company
Florida
$104M -$15.6M -13% 21.8% 76% 27
BC
4275
Barnett & Company
Tennessee
$104M -$60.5M -37% 27% 49.5% 467