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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWAM
4251
Legacy Wealth Asset Management
Minnesota
$219M -$6.58M -3% 0.94% 75.5% 309
MLFP
4252
MPS Loria Financial Planners
Illinois
$218M +$1.43M +0.7% 0.02% 55.4% 83
LA
4253
LFL Advisers
Illinois
$218M +$4.16M +2% 2.63% 73.1% 11
AFG
4254
Allegheny Financial Group
Pennsylvania
$218M -$2.85M -1% 2.21% 75.2% 157
IA
4255
IFG Advisors
Missouri
$218M +$8.18M +4% 0.63% 56.4% 104
GCA
4256
Gradient Capital Advisors
California
$218M +$4.68M +2% 0.08% 57% 122
SEP
4257
Southland Equity Partners
Missouri
$218M +$5.93M +3% 0.17% 48.4% 172
PAM
4258
Pegasus Asset Management
New York
$218M +$3.41M +2% 0.2% 93.3% 76
CW
4259
Cabot-Wellington
Massachusetts
$218M -$2.9M -1% 0.45% 57.8% 17
MWA
4260
MFA Wealth Advisors
Pennsylvania
$218M -$3.64M -2% 1.65% 47.8% 67
PA
4261
PSI Advisors
Florida
$218M +$27.9M +15% 1.57% 49.7% 733
APW
4262
Acima Private Wealth
Virginia
$218M -$283K -0.1% 1.23% 38.1% 239
HW
4263
Hamilton Wealth
California
$218M +$3.21M +1% 0.31% 50.1% 51
RG
4264
Retirement Group
California
$217M +$9.66M +5% 1.91% 33.7% 733
ATFA
4265
All Terrain Financial Advisors
Minnesota
$217M +$10.1M +5% 0.42% 45.2% 88
CWM
4266
Curi Wealth Management
North Carolina
$217M +$18M +9% 0.94% 16.3% 93
WCM
4267
Whitener Capital Management
North Carolina
$217M -$33.8M -13% 0.12% 82.4% 141
RS
4268
Retirement Solution
Washington
$217M +$7.66M +4% 0.13% 55.3% 48
BCP
4269
Berkeley Capital Partners
Georgia
$217M -$7.37M -3% 2.26% 45.8% 144
VC
4270
Vision Capital
Ontario, Canada
$217M +$49.7M +30% 0.81% 15.4% 18
GDWAM
4271
Gold Dragon Worldwide Asset Management
Hong Kong
$217M -$139M -39% 46.3% – 5
SCDF
4272
Seahawk China Dynamic Fund
Cayman Islands
$217M – – 46.3% – 4
LPWM
4273
Lake Point Wealth Management
Texas
$217M +$2.53M +1% 1.19% – 476
EP
4274
EPIQ Partners
Minnesota
$217M +$17.3M +9% 1.71% 33.9% 99
RA
4275
Riverstone Advisors
Texas
$217M +$5.42M +3% 5.13% 83.8% 41
169 170
171
172 173