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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFA
4901
LifeGuide Financial Advisors
Pennsylvania
$171M +$23.2M +16% 5.92% 14.6% 39
OCPWS
4902
One Charles Private Wealth Services
Massachusetts
$171M -$1.03M -0.6% 0.83% 109% 128
OWA
4903
Opal Wealth Advisors
New York
$171M -$29.6M -15% 2.67% 46% 158
SW
4904
Simplicity Wealth
New Jersey
$171M +$10M +6% 3.67% 54.5% 104
FI
4905
FIDELIS iM
Oregon
$171M -$5.27M -3% 3.93% 29.8% 19
BAM
4906
Bayshore Asset Management
Florida
$171M -$12.8M -7% 2.3% 46% 35
ZIG
4907
Zullo Investment Group
Pennsylvania
$171M -$4.47M -3% 4.26% 108% 142
FFC
4908
First Financial Corp
Indiana
$171M +$14.6M +9% 2.13% 64.8% 389
TF
4909
Theory Financial
Colorado
$171M -$3.18M -2% 3.16% – 74
FFG
4910
Fortem Financial Group
California
$171M +$1.79M +1% 0.23% 117% 168
TL
4911
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 3.32% – 125
PWA
4912
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 2.95% 57.2% 112
AI
4913
Acuitas Investments
Washington
$170M -$1.63M -0.9% 4.56% 222% 122
PCMK
4914
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 0.5% 64.7% 56
AAG
4915
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 4.23% 33.5% 9
IVMX
4916
Institutional Venture Management XV
California
$170M -$84.3M -33% 27.4% 182% 5
CB
4917
CNB Bank
Pennsylvania
$170M -$175K -0.1% 3.02% 73.2% 518
BC
4918
Barrett & Company
Rhode Island
$170M -$2.64M -2% 2.94% 63% 643
DS
4919
Dalal Street
Texas
$170M +$96.2M +131% 56.7% 26.3% 3
WAM
4920
Westport Asset Management
Connecticut
$170M -$8.72M -5% 3.66% 81% 73
3IP
4921
3Chopt Investment Partners
Virginia
$169M -$30.4M -15% 2.61% – 141
HAM
4922
Hanwha Asset Management
South Korea
$169M +$5.26M +3% 3.21% – 1
BAM
4923
Blueshift Asset Management
New Jersey
$169M -$92.5M -35% 9.11% 40.2% 458
BPCM
4924
Beach Point Capital Management
California
$169M -$71.1M -30% 13.7% 51% 21
BWG
4925
Beta Wealth Group
California
$169M -$3.92M -2% 3.77% 34.2% 107
195 196
197
198 199