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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PFA
4676
Professional Financial Advisors
Nebraska
$193M +$24.1M +14% 6.98% 48.4% 86
BWM
4677
Brown Wealth Management
Illinois
$193M – – 2.95% – 93
CH
4678
CVS Health
Rhode Island
$193M +$25.4M +15% 3.03% 41% 9
3F
4679
360 Financial
Minnesota
$193M +$3.89M +2% 6.51% 58.6% 92
AFG
4680
ABLE Financial Group
Arizona
$193M +$39.9M +26% 4.26% – 151
SWM
4681
Seaside Wealth Management
California
$193M +$28.6M +17% 3.77% 39.4% 54
VFM
4682
Valley Financial Management
New York
$193M +$31.4M +19% 4.49% – 52
DCM
4683
DG Capital Management
New York
$193M +$16.3M +9% 5.63% 50.9% 34
SL
4684
SOF Ltd
Cayman Islands
$193M +$22.4M +13% 13.1% 116% 1
IB
4685
Iyo Bank
Japan
$193M +$22M +13% 12.9% 104% 30
TA
4686
Teramo Advisors
Florida
$193M +$10.6M +6% 11.1% 45.7% 16
NC
4687
Nixon Capital
Texas
$193M +$22.8M +13% 10.7% 120% 24
CCM
4688
Carmel Capital Management
California
$193M +$17.7M +10% 10.6% 167% 33
NG
4689
NatWest Group
United Kingdom
$192M +$7.46M +4% 15.5% 174% 56
PHAM
4690
Palisades Hudson Asset Management
Florida
$192M +$5.55M +3% 4.95% 50.1% 101
DFA
4691
DHJJ Financial Advisors
Illinois
$192M +$7.87M +4% 6.45% 50.3% 142
DF
4692
DecisionPoint Financial
Arizona
$192M +$18.9M +11% 3.01% – 219
IP
4693
Investment Partners
Ohio
$192M +$1.34M +0.7% 5.46% 59% 140
TPW
4694
Transatlantique Private Wealth
New York
$192M +$10.9M +6% 5.67% 73% 209
TPCM
4695
Two Point Capital Management
New York
$192M +$21.8M +13% 10.7% – 22
FCAG
4696
First Capital Advisors Group
New Jersey
$192M +$35.9M +23% 6.39% – 974
CWA
4697
Centennial Wealth Advisory
Michigan
$192M +$3.23M +2% 3.5% 44.3% 142
SFP
4698
Sandbox Financial Partners
Maryland
$192M +$25.8M +16% 10% 79.8% 99
WF
4699
Whelan Financial
California
$191M +$11M +6% 4.51% 39.3% 32
OGF
4700
Orin Green Financial
California
$191M +$6.54M +4% 3.74% 41.3% 78
186 187
188
189 190