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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LRIC
4776
Long Road Investment Counsel
Michigan
$268M +$10.1M +4% 6.77% 65.3% 82
BAMG
4777
Brand Asset Management Group
Missouri
$268M +$28.1M +12% 11.9% 53.5% 95
DK
4778
David Kennon
Florida
$268M +$16.4M +7% 7.21% 34.3% 37
WAOI
4779
Wealth Advisors of Iowa
Iowa
$268M +$34.9M +15% 6.43% 56.4% 83
ACM
4780
Allred Capital Management
Texas
$267M +$17.2M +7% 8.2% 60.1% 166
EBT
4781
Enterprise Bank & Trust
Massachusetts
$267M +$8.53M +3% 10.9% 65.9% 139
TFO
4782
Timonier Family Office
North Carolina
$267M +$41.3M +18% 6.92% – 55
WE
4783
Wealth Effects
Massachusetts
$267M +$29.2M +12% 18.1% 151% 212
HAM
4784
Harmony Asset Management
Arizona
$267M +$28.8M +12% 12.8% – 179
VWM
4785
Vigilare Wealth Management
Arizona
$267M +$16.3M +7% 9.39% 40.4% 131
BC
4786
Barrett & Company
Rhode Island
$267M +$34.4M +15% 10.3% 63% 652
GFPC
4787
Global Financial Private Client
Florida
$267M +$4.9M +2% 9.82% 65.6% 1,684
S
4788
Siemens
Germany
$267M +$73.9M +38% 38.4% 47.2% 1
AFG
4789
American Financial Group
Ohio
$267M +$32.6M +14% 5.87% 23% 63
PIA
4790
Powell Investment Advisors
Florida
$267M +$62.9M +31% 11.4% 56.3% 170
EW
4791
Elyxium Wealth
California
$267M +$40.8M +18% 12.8% – 173
EM
4792
Excalibur Management
Massachusetts
$267M +$12.2M +5% 7.46% 63.7% 172
CFGA
4793
Cambridge Financial Group (Arizona)
Arizona
$266M +$30.8M +13% 9.03% – 140
CWG
4794
Crown Wealth Group
North Carolina
$266M +$73.4M +38% 12.4% 81.8% 130
SWM
4795
Sculati Wealth Management
Michigan
$266M +$18.9M +8% 9.67% 76.7% 126
CAM
4796
Costello Asset Management
Pennsylvania
$266M +$19.7M +8% 13.3% 53.6% 713
RF
4797
Rossby Financial
Florida
$266M +$34.4M +15% 18.5% – 1,270
MAG
4798
Members Advisory Group
New York
$266M +$26.7M +11% 7.87% 30.4% 36
BPWM
4799
BCS Private Wealth Management
New Jersey
$266M – – 9.76% – 166
SC
4800
Stance Capital
Massachusetts
$266M +$131M +97% 8.96% – 179
190 191
192
193 194