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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFWM
4501
Wechter Feldman Wealth Management
New Jersey
$127M +$17.1M +16% 6.47% 53.8% 25
BA
4502
Baugh & Associates
Georgia
$127M +$2.1M +2% 5.98% 47.2% 40
GTCM
4503
Gyon Technologies Capital Management
New Jersey
$127M +$86.1M +208% 7.05% 41.5% 314
MTM
4504
Millennium TVP Management
New York
$127M – – 188% – 5
JF
4505
JSF Financial
California
$127M +$11.8M +10% 9.57% 69.4% 80
HHRDM
4506
H&H Retirement Design & Management
Nevada
$127M +$14.3M +13% 6.73% 23.7% 55
PCMC
4507
Private Capital Management (Colorado)
Colorado
$127M -$4.85M -4% 7.6% 20% 97
PFG
4508
Pacific Financial Group
Washington
$127M +$31.2M +33% 6.99% 47.7% 137
BHBT
4509
Burke & Herbert Bank & Trust
Virginia
$127M +$12M +10% 8.43% 51.4% 133
AFC
4510
Adaptive Financial Consulting
Ohio
$127M +$13.3M +12% 5.3% 27.2% 18
MCA
4511
Magnolia Capital Advisors
Mississippi
$127M +$49.2M +63% 6.5% 65.3% 111
WFA
4512
Wade Financial Advisory
California
$127M +$11.2M +10% 7.26% 15.9% 73
BCWM
4513
Blue Chip Wealth Management
Florida
$127M +$21.2M +20% 15.4% – 118
BWM
4514
Benchmark Wealth Management
Connecticut
$127M +$9.44M +8% 5.12% 42.7% 50
BCM
4515
Burrage Capital Management
Massachusetts
$127M -$16.2M -11% 0.22% – 29
BIP
4516
Blueprint Investment Partners
North Carolina
$127M -$30.3M -19% 6.07% 69.9% 65
IAS
4517
Investment Advisory Services
Texas
$127M +$9.54M +8% 8.52% 55% 77
WCM
4518
Washburn Capital Management
Florida
$127M +$17.9M +17% 10.8% 93.8% 55
OCM
4519
Orser Capital Management
Texas
$127M +$16.1M +15% 10.1% 123% 73
GWAG
4520
Garrett Wealth Advisory Group
Texas
$126M +$1.55M +1% 9.17% 49.6% 53
LFA
4521
Legend Financial Advisors
Pennsylvania
$126M -$32.6M -20% 15.9% 62.3% 37
SHA
4522
Seneca House Advisors
Virginia
$126M +$8.22M +7% 7.9% 44.5% 72
HCM
4523
Hall Capital Management
Rhode Island
$126M +$7.38M +6% 9.02% – 82
MGB
4524
Mass General Brigham
Massachusetts
$126M – – 5.9% 333% 2
GB
4525
Gunma Bank
Japan
$126M +$29.6M +31% 2.59% 10.7% 22
179 180
181
182 183