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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FCMT
4801
Founders Capital Management (Texas)
Texas
$141M – – 12% 62% 297
AIA
4802
Arrow Investment Advisors
Maryland
$141M -$11.4M -7% 10.7% 29.9% 63
DFG
4803
Demars Financial Group
Washington
$141M +$10.1M +8% 7.02% 34.6% 78
CWA
4804
Centennial Wealth Advisory
Michigan
$141M – – 7.89% 44.3% 69
BWM
4805
BCGM Wealth Management
Indiana
$141M – – 10.6% 45.2% 95
ADBIC
4806
A.D. Beadell Investment Counsel
Wisconsin
$141M +$16.1M +13% 12% 49.4% 84
LGA
4807
Lebenthal Global Advisors
New York
$141M – – 15.7% 30.6% 593
BHBT
4808
Burke & Herbert Bank & Trust
Virginia
$141M +$14M +11% 13.4% 51.4% 141
WW
4809
Waterfront Wealth
Kansas
$141M – – 22.6% 52.1% 141
LWMG
4810
Levy Wealth Management Group
Pennsylvania
$141M – – 11.9% 21.1% 62
BSG
4811
Black Swift Group
Colorado
$141M +$28.8M +26% 14.9% 109% 188
SIM
4812
Sterling Investment Management
Arizona
$141M +$7.1M +5% 9.5% 39.6% 64
BIP
4813
Bouvel Investment Partners
Pennsylvania
$141M – – 31.3% 128% 77
FFC
4814
Fure Financial Corporation
Minnesota
$141M +$5.43M +4% 13.7% 59.5% 89
CC
4815
Constitution Capital
Connecticut
$141M – – 10.6% 69.5% 57
RPG
4816
Resource Planning Group
Georgia
$141M +$8.84M +7% 8.65% 1.9% 62
AFA
4817
Alta Fundamental Advisers
New York
$141M +$45.4M +48% 57.1% 104% 26
APWM
4818
Atlas Private Wealth Management
New York
$140M +$12.7M +10% 11.1% 19.8% 425
LC
4819
Lavaca Capital
Texas
$140M -$77.5M -36% 2.3% 64.9% 116
BA
4820
Baugh & Associates
Georgia
$140M +$12.8M +10% 12.8% 47.2% 41
SA
4821
Sycale Advisors
New York
$140M +$24.1M +21% 12.3% 27.5% 20
SG
4822
Sourcerock Group
Colorado
$140M – – 55.6% 47.7% 16
ACM
4823
AUA Capital Management
Pennsylvania
$140M +$20.1M +17% 10.2% 56.7% 378
GPFA
4824
Game Plan Financial Advisors
Ohio
$140M +$40.3M +40% 19.5% – 93
TL
4825
TowerView LLC
New York
$140M +$9.71M +7% 16.8% 10.7% 22
191 192
193
194 195