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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFA
4751
LifeGuide Financial Advisors
Pennsylvania
$245M +$11.9M +5% 1.72% 14.6% 44
KCM
4752
Kaye Capital Management
California
$245M +$24.5M +11% 1.22% – 47
NRCM
4753
Northern Right Capital Management
Connecticut
$245M -$24.2M -9% 4.78% 137% 28
WOCP
4754
White Oak Capital Partners
Singapore
$245M +$63.7M +35% 3.94% – 15
LFG
4755
Leverty Financial Group
Wisconsin
$245M +$48.1M +24% 0.57% 46% 46
OIC
4756
Orion Investment Company
Missouri
$245M -$6.07M -2% 3.71% – 69
LCM
4757
Lazari Capital Management
California
$245M -$6.29M -3% 3.25% – 163
AG
4758
AmeriFlex Group
Nevada
$245M +$26.2M +12% 1.36% – 1,326
IMA
4759
Investment Management Associates
Colorado
$244M +$15.4M +7% 9.71% 51.8% 29
HNWA
4760
Henrickson Nauta Wealth Advisors
Michigan
$244M -$1.69M -0.7% 0.68% 49% 84
LI
4761
LifeWealth Investments
Florida
$244M +$93.4M +62% 0.88% – 202
S
4762
Sachetta
Massachusetts
$244M -$9.34M -4% 2.23% – 1,226
EWM
4763
Elmwood Wealth Management
California
$244M -$4.04M -2% 0.46% 34.8% 132
PS
4764
Planned Solutions
California
$244M -$822K -0.3% 2.42% 49.6% 120
MP
4765
Mediatel Partners
Texas
$244M +$1.52M +0.6% 1.16% 3.27% 3
LCM
4766
Leisure Capital Management
California
$244M -$11.6M -5% 2.62% 68.6% 150
ILI
4767
Invesco LLC (Illinois)
Illinois
$243M -$7.61M -3% 2% – 163
NCM
4768
Northwest Capital Management
Oregon
$243M +$10.1M +4% 0.56% 47.6% 447
GRIM
4769
Greenhaven Road Investment Management
Connecticut
$243M -$15.5M -6% 8.91% 116% 19
FP
4770
FFG Partners
Florida
$243M -$42.4M -15% 0.3% – 37
FW
4771
FullCircle Wealth
Texas
$243M -$1.53M -0.6% 0.12% – 267
ODA
4772
One Degree Advisors
California
$243M -$2.97M -1% 0.87% – 64
BWM
4773
BKM Wealth Management
Wisconsin
$243M -$875K -0.4% 0.21% – 166
MHB
4774
Midwest Heritage Bank
Iowa
$243M +$27.3M +13% 1.67% 40% 61
AC
4775
AMS Capital
Brazil
$243M +$43.8M +22% 5.13% 99% 18
189 190
191
192 193