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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AFS
4476
Aft Forsyth & Sober
Florida
$297M +$10M +3% 16.2% 83.1% 73
IMA
4477
Investment Management Associates
Colorado
$297M +$52.3M +21% 7.55% 51.8% 30
FS
4478
Ferguson Shapiro
Georgia
$297M +$28M +10% 7.43% 26.1% 78
CCM
4479
Carmel Capital Management
California
$297M +$50.2M +20% 27.2% 167% 25
VW
4480
Vance Wealth
California
$296M +$30.4M +11% 9.76% 56% 120
BFS
4481
Bare Financial Services
Pennsylvania
$296M +$36.2M +14% 7.12% – 1,322
PC
4482
Promethos Capital
Massachusetts
$296M +$23.8M +9% 12.2% – 85
CFS
4483
CGC Financial Services
Oregon
$296M +$43.2M +17% 4.28% – 353
KA
4484
Kooman & Associates
Pennsylvania
$296M +$23.2M +9% 9.34% – 51
OFCM
4485
One Fin Capital Management
California
$296M +$91M +44% 18.2% 67.3% 24
VIA
4486
Virtus Investment Advisers
Connecticut
$296M -$72M -20% 9.26% 126% 512
BIP
4487
Bouvel Investment Partners
Pennsylvania
$296M +$29.7M +11% 25.1% 128% 99
LAM
4488
LOM Asset Management
$296M – – 11.8% – 252
HA
4489
Hamel Associates
New Jersey
$295M +$1.04M +0.4% 1.52% 32.4% 82
CWM
4490
Cedar Wealth Management
California
$295M +$14.2M +5% 8.73% 48.8% 238
PPH
4491
Pure Portfolios Holdings
Oregon
$295M +$23.1M +8% 7.51% – 107
CGFA
4492
Colton Groome Financial Advisors
North Carolina
$295M +$37.4M +15% 8.73% 49.2% 144
CA
4493
Centerpoint Advisors
Massachusetts
$295M +$24.2M +9% 9.53% 62.2% 448
SC
4494
Schiavi & Co
Delaware
$295M +$22.2M +8% 7.8% 29.1% 41
LPP
4495
Long Path Partners
Connecticut
$295M +$35.9M +14% 3.15% 56.8% 10
SPWM
4496
Straight Path Wealth Management
Michigan
$295M +$47.3M +19% 10.3% 73.6% 121
DC
4497
Defender Capital
North Carolina
$295M +$40.9M +16% 19.2% 102% 42
WIC
4498
Whitegate Investment Counselors
New Hampshire
$295M +$12.8M +5% 5.15% 42.6% 70
WOCP
4499
White Oak Capital Partners
Singapore
$294M +$49.5M +20% 8.65% – 17
GAG
4500
Goodman Advisory Group
Massachusetts
$294M -$33.7M -10% 13.3% 64.9% 209
178 179
180
181 182