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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFGO
4526
Legacy Financial Group (Oklahoma)
Oklahoma
$229M +$26.6M +13% 9.64% – 74
CGFA
4527
Colton Groome Financial Advisors
North Carolina
$229M +$29.5M +15% 9.83% 49.2% 136
RWM
4528
RBA Wealth Management
California
$229M +$21.3M +10% 10.6% 66.2% 91
RL
4529
Rogco LP
Oklahoma
$229M +$26.2M +13% 8.67% – 275
AZ
4530
Aquamarine Zurich
Switzerland
$229M +$25.9M +13% 13.8% 112% 12
IHWM
4531
Iron Horse Wealth Management
Iowa
$229M +$25M +12% 8.45% 29.1% 536
FFO
4532
Fiduciary Family Office
Florida
$229M – – 12.2% – 215
MBFW
4533
Morton Brown Family Wealth
Pennsylvania
$228M +$32.6M +17% 9.34% 34.5% 294
AA
4534
Argent Advisors
Louisiana
$228M +$9.45M +4% 9.28% 42% 140
PWM
4535
Provident Wealth Management
Tennessee
$228M +$22.5M +11% 9.58% 43.5% 90
ST
4536
Somerset Trust
Pennsylvania
$228M +$8.83M +4% 10.2% 54.4% 149
ROC
4537
Robertson Opportunity Capital
Texas
$228M +$16.2M +8% 9.43% 122% 24
GTAM
4538
Global Trust Asset Management
Florida
$228M +$18.5M +9% 11% 72.7% 479
TWP
4539
Tempus Wealth Planning
California
$228M +$28.3M +14% 9.92% 75.2% 200
WC
4540
Weil Company
California
$228M +$26.5M +13% 11% 58.9% 148
GA
4541
GoalVest Advisory
New York
$227M +$27.8M +14% 10.3% 66.1% 517
AAM
4542
Ameraudi Asset Management
New York
$227M +$17.3M +8% 8.72% 41.4% 54
CBOR
4543
Community Bank of Raymore
Missouri
$227M +$12.1M +6% 13.1% 51.3% 89
LHC
4544
Lodge Hill Capital
New York
$227M -$78M -26% 12.4% 13.8% 31
SC
4545
Sawyer & Company
Massachusetts
$227M +$12.5M +6% 10.6% 72.7% 196
3F
4546
360 Financial
Minnesota
$227M +$65.9M +41% 12.1% 58.6% 91
CWA
4547
CJM Wealth Advisers
Virginia
$227M +$21M +10% 10.8% 57.8% 59
SAM
4548
Socorro Asset Management
Texas
$226M +$12.5M +6% 11.8% 36.6% 30
CIC
4549
Chase Investment Counsel
Virginia
$226M +$26M +13% 16.2% 245% 138
PI
4550
Pettee Investors
Connecticut
$226M +$15.9M +8% 10.2% 59.9% 126
180 181
182
183 184