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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SG
4951
Sharper & Granite
California
$193M +$21M +12% 7.97% – 101
LCM
4952
Lunt Capital Management
Utah
$193M +$3.51M +2% 3.98% – 90
WA
4953
Wilshire Advisors
California
$193M +$13M +7% 8.8% 27.2% 11
CWA
4954
Carolina Wealth Advisors
South Carolina
$193M +$15.9M +9% 12.7% 49% 278
KA
4955
Kure Advisory
Minnesota
$193M +$16.3M +9% 7.84% – 119
UHC
4956
Union Heritage Capital
Michigan
$193M +$16.5M +9% 10% 83.7% 53
RM
4957
Radcliff Management
New York
$193M +$14.9M +8% 8.61% 382% 2
LEFP
4958
Leading Edge Financial Planning
Tennessee
$193M +$36.6M +23% 9.17% – 73
PC
4959
Prairiewood Capital
North Dakota
$193M +$38.5M +25% 10.2% 29.8% 79
HPFG
4960
Hart & Patterson Financial Group
Massachusetts
$193M – – 7.94% – 59
ATIA
4961
American Trust Investment Advisors
New Hampshire
$192M +$11.3M +6% 10.3% 95.4% 91
CFO
4962
Custos Family Office
Texas
$192M +$44M +30% 9.35% 43.6% 48
PFU
4963
Parus Finance (UK)
United Kingdom
$192M +$31.9M +20% 12.2% 186% 28
BWG
4964
Balanced Wealth Group
Ohio
$192M – – 11.6% – 64
GIA
4965
Goodwin Investment Advisory
Georgia
$192M +$23.3M +14% 11.3% 60.9% 84
AFA
4966
AllGen Financial Advisors
Florida
$192M +$51.6M +37% 8.88% 25.5% 35
FFAM
4967
Forge First Asset Management
Canada
$192M +$19.8M +12% 11.5% – 49
AAG
4968
Avalon Advisory Group
Pennsylvania
$192M +$21.6M +13% 9.23% 33.5% 9
CFGA
4969
Cambridge Financial Group (Arizona)
Arizona
$192M – – 10.7% – 126
HIM
4970
Harbour Investment Management
Washington
$192M +$16.5M +9% 11.7% 63.6% 78
CWM
4971
Cherrydale Wealth Management
New Jersey
$192M +$23.5M +14% 10.6% 62.6% 52
AU
4972
Algebris (UK)
United Kingdom
$192M -$4.38M -2% 12% 12.6% 47
CWM
4973
Concentrum Wealth Management
California
$192M +$26.2M +16% 15.1% 208% 68
SV
4974
Stilwell Value
New York
$191M +$17M +10% 6.12% 178% 41
FHC
4975
Forest Hill Capital
Arkansas
$191M -$1.31M -0.7% 18.3% 51.1% 48
197 198
199
200 201