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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WF
4826
Whelan Financial
California
$224M +$4.83M +2% 1.09% 39.3% 42
JCM
4827
Jacobsen Capital Management
Utah
$224M +$8.22M +4% 3.25% 63.4% 103
BFA
4828
Brown Financial Advisors
Ohio
$224M – – 1.22% – 219
CFLC
4829
California First Leasing Corp
California
$224M +$8.87M +4% 3.13% 101% 43
MAC
4830
Monarch Alternative Capital
New York
$224M -$1.26M -0.6% 3.32% 107% 6
AAM
4831
Alphadyne Asset Management
New York
$224M +$174M +352% 1.79% 22.5% 29
BIM
4832
Breakwater Investment Management
Washington
$224M +$6.23M +3% 2.06% – 329
TFA
4833
Trinity Financial Advisors
Ohio
$223M +$1.18M +0.5% 1.49% 62.2% 89
HWM
4834
Hassell Wealth Management
Louisiana
$223M +$65.5M +42% 0.57% – 27
EFA
4835
Evernest Financial Advisors
Indiana
$223M +$11.9M +6% 2.76% – 130
CWA
4836
Consilio Wealth Advisors
Washington
$223M +$9.45M +4% 3.08% 60.9% 65
MC
4837
Machina Capital
France
$223M +$33M +17% 2.85% 29.3% 367
OIA
4838
Optimum Investment Advisors
Illinois
$223M +$5.09M +2% 5.88% 92.1% 665
BSI
4839
Bennett Selby Investments
Maine
$223M +$8.43M +4% 4.35% 105% 72
IP
4840
Investment Partners
Ohio
$223M +$2.09M +0.9% 2.22% 59% 144
CIA
4841
Cape Investment Advisory
Georgia
$223M +$8.67M +4% 1.99% – 998
WC
4842
Wynnefield Capital
New York
$222M -$29.2M -12% 9.32% 81% 23
CFG
4843
Cambridge Financial Group
Ohio
$222M -$3.3M -1% 2.11% – 35
ACM
4844
Azarias Capital Management
Pennsylvania
$222M -$16.1M -7% 7.31% 56.9% 25
1W
4845
1776 Wealth
Georgia
$222M +$10.9M +5% 6.53% 96.7% 157
BSC
4846
Brown Shipley & Co
United Kingdom
$222M -$96.1M -30% 5.42% – 107
AIM
4847
Atlantic Investment Management
New York
$222M -$5.85M -3% 6.99% 19% 13
SLA
4848
Silver Lake Advisory
Utah
$222M -$2.49M -1% 0.37% 46.4% 96
PFT
4849
Providence First Trust
Arizona
$222M -$8.76M -4% 1.67% 37.8% 104
LCM
4850
Lazari Capital Management
California
$222M +$37.7M +20% 5.67% – 156
192 193
194
195 196