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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWMM
4676
Legacy Wealth Management (Mississippi)
Mississippi
$237M +$14.9M +7% 5.51% 78.5% 76
PWM
4677
Palumbo Wealth Management
New York
$237M +$13.3M +6% 1.89% 55.9% 157
HVP
4678
Hudson Value Partners
Florida
$237M +$1.13M +0.5% 2.21% 88.9% 100
FSCM
4679
First Sabrepoint Capital Management
Texas
$236M +$11.8M +5% 1.64% 85.6% 61
GIM
4680
Gold Investment Management
Alberta, Canada
$236M -$11M -4% 0.31% – 217
II
4681
INCA Investments
Florida
$236M +$4.02M +2% 5.52% 170% 11
CI
4682
Ceera Investments
Texas
$236M +$8.03M +4% 0.01% 86.3% 93
OFW
4683
Omnia Family Wealth
Florida
$236M +$22.8M +11% 2.85% 72.5% 84
HCM
4684
Heathbridge Capital Management
Ontario, Canada
$236M -$22.6M -9% 1.42% 29.9% 32
EFM
4685
Eley Financial Management
Vermont
$236M +$3.71M +2% 2.97% – 69
PVM
4686
Palogic Value Management
Texas
$236M +$4.77M +2% 0.99% – 170
NC
4687
Naman Capital
Brazil
$236M -$20.6M -8% 3.93% 92.3% 10
CAS
4688
CTC Alternative Strategies
Illinois
$236M +$75.3M +47% 2.14% – 297
NCFG
4689
New Century Financial Group
New Jersey
$235M +$91.1M +63% 2.42% – 307
GGI
4690
GPM Growth Investors
Michigan
$235M – – 4.96% – 43
WPW
4691
Watershed Private Wealth
Illinois
$235M +$9.24M +4% 3.68% – 127
RCM
4692
Raleigh Capital Management
North Carolina
$235M +$3.12M +1% 2% 46.2% 1,033
SC
4693
Scholtz & Company
Connecticut
$235M +$8.28M +4% 5.09% 111% 56
IAMH
4694
IvyRock Asset Management (HK)
Hong Kong
$235M +$19.7M +9% 9.52% 133% 24
SM
4695
Sweeney & Michel
California
$235M +$8.73M +4% 3.63% – 115
JWM
4696
Jessup Wealth Management
Ohio
$235M +$1.01M +0.4% 8.21% – 70
TWM
4697
TSA Wealth Management
Texas
$235M +$4.92M +2% 2.53% – 69
VF
4698
Visa Foundation
California
$235M +$69.3M +42% 0.27% 45.2% 2
SCM
4699
Stonebridge Capital Management
California
$234M +$10.7M +5% 2.78% 71.8% 86
AGM
4700
Aragon Global Management
Florida
$234M +$11.6M +5% 10.5% – 21
186 187
188
189 190