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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BAM
4576
Broadmark Asset Management
California
$188M -$870K -0.5% 0.01% 39.6% 3
FP
4577
Fiduciary Planning
Florida
$188M +$72.2M +62% 1.49% 36.9% 71
PBO
4578
Peoples Bank (Ohio)
Ohio
$188M -$2.52M -1% 0.28% 54.7% 125
MAMNY
4579
Marathon Asset Management (New York)
New York
$188M -$23.7M -11% 3.68% 66.8% 30
AAM
4580
Augustine Asset Management
Florida
$188M -$6.16M -3% 1.42% 219% 92
RW
4581
Rede Wealth
Virginia
$188M +$41K +0% 1.17% 84.2% 114
WWM
4582
Wiser Wealth Management
Georgia
$188M +$23.4M +14% 0.74% 36.7% 30
VIG
4583
Vienna Insurance Group
Poland
$187M +$28.1M +18% 0.26% 85.8% 34
VFPI
4584
Vantage Financial Partners (Illinois)
Illinois
$187M +$7.9M +4% 0.65% 13.3% 90
AFR
4585
Applied Fundamental Research
Massachusetts
$187M +$38.4M +26% 6.11% 19.3% 12
BCM
4586
Bornite Capital Management
New York
$187M -$35.5M -16% 2.85% 139% 39
LWMM
4587
Legacy Wealth Management (Mississippi)
Mississippi
$187M +$6.56M +4% 1.27% 78.5% 107
MCA
4588
Mercer Capital Advisers
New Jersey
$187M -$13.5M -7% 0.19% 59.6% 159
WWA
4589
WC Walker & Associates
California
$187M -$3.92M -2% 0.79% – 69
CC
4590
Codex Capital
New York
$186M -$4.96M -3% 0.67% 84.4% 46
VFIC
4591
Valley Forge Investment Consultants
Pennsylvania
$186M +$1.28M +0.7% 0.86% 53% 81
CIP
4592
Convergence Investment Partners
Florida
$186M -$46.3M -20% 1.15% 151% 277
LCC
4593
Lincoln Capital Corp
Rhode Island
$186M +$10.9M +6% 0.35% 66.5% 69
AFC
4594
AFT Forsyth & Company
Florida
$186M -$1.13M -0.6% 2.56% 148% 166
NG
4595
NatWest Group
United Kingdom
$186M -$7.44M -4% 0.7% 174% 59
SFP
4596
Strategic Financial Partners
Oregon
$186M +$4.9M +3% 0.79% 42.1% 67
LCM
4597
Leisure Capital Management
California
$186M +$6.49M +4% 0.68% 68.6% 155
AIA
4598
Arcadia Investment Advisors
Idaho
$186M -$1.79M -1% 0.91% 43% 252
LFA
4599
Landmark Financial Advisors
Kentucky
$186M -$23.7M -11% 1.37% 11.8% 77
BBWA
4600
Bell & Brown Wealth Advisors
California
$185M – – 1.88% – 73
182 183
184
185 186