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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFGO
4376
Legacy Financial Group (Oklahoma)
Oklahoma
$264M +$10.1M +4% 2.06% – 76
PC
4377
Promethos Capital
Massachusetts
$264M +$93.6M +55% 4.39% – 80
WPC
4378
White Pine Capital
Minnesota
$264M +$925K +0.4% 2.13% 72.3% 219
AFA
4379
AllGen Financial Advisors
Florida
$264M +$18M +7% 0.54% 25.5% 42
SM
4380
Skaana Management
New York
$263M -$103M -28% 28% 109% 198
CPA
4381
Capital Performance Advisors
California
$263M +$1.66M +0.6% 0.9% 61.1% 97
EAIC
4382
Empower Annuity Insurance Company
Connecticut
$263M -$4.42M -2% 1.65% – 1
OFA
4383
Oak Family Advisors
Illinois
$263M +$2.9M +1% 2.41% 71.8% 132
CPIA
4384
Cornell Pochily Investment Advisors
New York
$263M +$10.9M +4% 4.51% 64.3% 174
SFWC
4385
Strategic Family Wealth Counselors
New Jersey
$263M +$9.86M +4% 0.6% 72.6% 127
ITFISA
4386
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$263M +$9.23M +4% 4.4% 159% 183
HGA
4387
Hobbs Group Advisors
South Carolina
$263M – – 1.21% – 605
RH
4388
RFG Holdings
Texas
$263M +$25.3M +11% 2.55% 58.3% 49
SG
4389
Standard General
New York
$263M +$105M +67% 292% 76% 3
AZ
4390
Aquamarine Zurich
Switzerland
$263M +$623K +0.2% 0.36% 112% 14
CCG
4391
Catalina Capital Group
California
$263M +$28.7M +12% 5.32% – 354
FNWM
4392
Financial Network Wealth Management
Utah
$263M +$51.3M +24% 5.45% 32% 109
SSG
4393
Summit Securities Group
New York
$263M +$43.9M +20% 3.68% 33.4% 720
VVVM4
4394
Viola Ventures VC Management 4
Israel
$262M -$10.6M -4% 4.66% – 5
JWM
4395
Jeppson Wealth Management
California
$262M +$4.39M +2% 4.24% 67.3% 217
IHWM
4396
Iron Horse Wealth Management
Iowa
$262M +$8.86M +4% 0.04% 29.1% 513
CPWA
4397
Cerro Pacific Wealth Advisors
California
$262M – – 4.25% – 149
WIC
4398
WealthBridge Investment Counsel
Alberta, Canada
$261M -$8.09M -3% 0.92% 62% 44
BA
4399
Bard Associates
Illinois
$261M -$16.8M -6% 0.84% 145% 179
AFGAS
4400
Allegiance Financial Group Advisory Services
Virginia
$261M +$16.8M +7% 0.56% – 74
174 175
176
177 178