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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AGM
4826
Aragon Global Management
Florida
$239M +$4.38M +2% 5.18% – 16
WI
4827
Wafra Inc
New York
$239M +$881K +0.4% 2.31% 13.9% 2
DIP
4828
Davis Investment Partners
North Carolina
$239M -$4.55M -2% 5.92% – 126
HWM
4829
Hassell Wealth Management
Louisiana
$239M +$15.4M +7% 5.51% – 27
CRI
4830
Commonwealth Retirement Investments
Virginia
$238M +$20.1M +9% 7.69% – 94
GSC
4831
G&S Capital
Colorado
$238M +$8.41M +4% 6.85% 50.8% 132
WFG
4832
Wills Financial Group
Virginia
$238M +$21.3M +10% 9.11% 43.8% 66
KPP
4833
Kings Path Partners
Texas
$238M +$26.1M +12% 5.96% – 312
HA
4834
Hanover Advisors
South Carolina
$238M +$13.1M +6% 5.13% – 95
SIM
4835
Sentry Investment Management
Wisconsin
$238M +$12.9M +6% 7.37% 107% 499
WIM
4836
WIM Investment Management
Hong Kong
$238M – – 9.09% – 14
BSI
4837
Bennett Selby Investments
Maine
$238M +$15.1M +7% 6.61% 105% 76
LAM
4838
Lynch Asset Management
Pennsylvania
$238M +$3.49M +1% 2.07% 196% 43
OFP
4839
OLIO Financial Planning
Virginia
$238M +$551K +0.2% 6.48% 33.6% 52
W
4840
WorthPointe
California
$238M +$18.3M +8% 6.52% 48.1% 85
JCM
4841
Jacobsen Capital Management
Utah
$238M +$13.8M +6% 6.55% 63.4% 106
SHA
4842
Seneca House Advisors
Virginia
$237M +$6.85M +3% 6.5% 44.5% 89
ODA
4843
One Degree Advisors
California
$237M +$30M +14% 5.76% – 65
CG
4844
Castellan Group
Kentucky
$237M +$27.2M +13% 13.7% 178% 67
PHAM
4845
Palisades Hudson Asset Management
Florida
$237M +$19.4M +9% 7.53% 50.1% 105
KA
4846
Kercheville Advisors
Texas
$237M +$6.61M +3% 5.2% 170% 93
IAM
4847
Infusive Asset Management
New York
$237M -$10.8M -4% 5.57% 67.6% 41
ACM
4848
Arvin Capital Management
Texas
$237M +$4.43M +2% 8.8% – 30
IRAG
4849
Investment Research & Advisory Group
Georgia
$237M +$11.3M +5% 6.13% 97.2% 220
CG
4850
Clarus Group
Texas
$237M +$10.4M +5% 4.23% 69.5% 126
192 193
194
195 196