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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SI
4751
Saxon Interests
Texas
$187M +$9.84M +6% 5.97% 56.6% 182
MAM
4752
Mystic Asset Management
Rhode Island
$187M +$5.28M +3% 8.01% 91.1% 151
EAM
4753
Exane Asset Management
France
$186M +$10.7M +6% 2.8% 70.5% 18
TFA
4754
Trinity Financial Advisors
Ohio
$186M +$22.7M +14% 6.29% 62.2% 81
IIA
4755
ICW Investment Advisors
Arizona
$186M +$10.1M +6% 4.14% 50.2% 133
KFO
4756
Kopp Family Office
Minnesota
$186M +$656K +0.4% 6.79% 32.1% 22
PE
4757
Platinum Equity
California
$186M +$15.3M +9% 8.19% 71.4% 8
MAM
4758
Monaco Asset Management
Monaco
$186M -$36.8M -17% 2.61% 31.8% 80
IF
4759
IRON Financial
Illinois
$186M +$3.88M +2% 3.56% 39.7% 105
MWM
4760
MBE Wealth Management
Wisconsin
$186M +$16.2M +10% 5.45% 47.9% 87
CPP
4761
Capasso Planning Partners
South Carolina
$186M +$15.5M +9% 5.19% 46.5% 106
HCM
4762
Highview Capital Management
Illinois
$186M +$12.6M +7% 6.08% 80.5% 103
RSC
4763
Red Spruce Capital
Pennsylvania
$186M +$14.8M +9% 8.12% 69.5% 94
WA
4764
Watchtower Advisors
Connecticut
$186M +$31.6M +21% 12.6% 380% 18
OWM
4765
Olympus Wealth Management
Utah
$186M +$3.6M +2% 3.5% 43.1% 12
VBFP
4766
Valtinson Bruner Financial Planning
Minnesota
$186M +$10.4M +6% 5.49% 37.1% 118
HFG
4767
Heron Financial Group
New York
$186M +$4.19M +2% 5.03% 47.5% 147
CSB
4768
City State Bank
Iowa
$185M +$10.5M +6% 4.72% 47.2% 725
FGI
4769
Foresight Global Investors
New York
$185M +$45.8M +33% 2.69% – 44
PFA
4770
Pinnacle Family Advisors
Missouri
$185M +$21M +13% 9.91% 83.6% 118
BMWM
4771
Brown Miller Wealth Management
Virginia
$185M +$16.3M +10% 9.3% 102% 128
FWM
4772
FSA Wealth Management
Massachusetts
$185M +$13M +8% 6.74% – 50
LCM
4773
Lunt Capital Management
Utah
$185M – – 0.79% – 79
SIC
4774
Sterling Investment Counsel
New York
$185M +$16.9M +10% 7.91% 69.6% 165
FF
4775
Francis Financial
$185M +$37.5M +25% 5.2% 50.8% 49
189 190
191
192 193