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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IAS
4501
Investment Advisory Services
Texas
$117M +$23.7M +25% 19% 55% 74
SL
4502
SOF Ltd
Cayman Islands
$117M +$29M +33% 32.9% 116% 1
CC
4503
Claybrook Capital
Massachusetts
$117M +$6.71M +6% 13.2% 7.14% 106
MCM
4504
Moon Capital Management
New York
$117M +$24.9M +27% 12.9% 44.8% 31
FF
4505
Friedenthal Financial
New Jersey
$117M +$11.6M +11% 10.6% 124% 55
V
4506
ValueWorks
New York
$117M +$13.6M +13% 31.9% 110% 37
VIM
4507
Vista Investment Management
Pennsylvania
$116M +$18.6M +19% 18.8% 37.6% 135
GC
4508
Grace Capital
Massachusetts
$116M +$14.7M +14% 26.5% 127% 223
HZ
4509
Hixon Zuercher
Ohio
$116M +$46.9M +68% 22.8% 89.8% 51
LFGH
4510
Lee Financial Group Hawaii
Hawaii
$116M +$29.1M +33% 22.8% 12.9% 45
BFA
4511
Brendel Financial Advisors
New Hampshire
$116M +$31.2M +37% 27% 91.3% 92
1CM
4512
1492 Capital Management
Wisconsin
$116M +$36.4M +46% 59.2% 178% 97
LAM
4513
LifePro Asset Management
California
$116M – – 54.9% 49% 26
PLU
4514
Performa Ltd (US)
South Carolina
$116M +$18.6M +19% 18.3% 49.1% 7
CIM
4515
Courant Investment Management
Tennessee
$116M +$7.1M +7% 17.9% 80.3% 13
TWM
4516
TLW Wealth Management
Florida
$116M +$24.5M +27% 34% 106% 20
HFP
4517
Holistic Financial Partners
Indiana
$116M +$19.4M +20% 17.7% 79.7% 110
LIM
4518
Loudon Investment Management
New Hampshire
$116M +$20.3M +21% 22.6% 54.8% 85
GWM
4519
Gray Wealth Management
Maine
$116M +$24.7M +27% 17.1% 22.1% 93
WFA
4520
Wade Financial Advisory
California
$116M +$15.5M +15% 19.2% 15.9% 69
JF
4521
JSF Financial
California
$116M +$17M +17% 23.7% 69.4% 68
HWA
4522
Hillcrest Wealth Advisors
New Jersey
$116M +$15.2M +15% 18.5% 41% 45
AIA
4523
Armor Investment Advisors
North Carolina
$115M +$17.5M +18% 16.6% 47.8% 145
CI
4524
Cordant Inc
Oregon
$115M +$17.8M +18% 11.2% 25.6% 59
BHBT
4525
Burke & Herbert Bank & Trust
Virginia
$115M +$16.5M +17% 17.3% 51.4% 128
179 180
181
182 183