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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WS
4951
Wela Strategies
Georgia
$212M +$25.4M +14% 4.36% 35.6% 54
RHI
4952
Richmond Hill Investments
New York
$212M +$9.11M +4% 5.15% 30.5% 4
IAS
4953
IMA Advisory Services
Colorado
$211M +$11.7M +6% 7.87% 59.5% 74
MA
4954
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 16.5% 167% 111
EFA
4955
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 11.9% – 134
1W
4956
1776 Wealth
Georgia
$211M +$9.58M +5% 6.23% 96.7% 138
BC
4957
Barrett & Company
Rhode Island
$211M +$26.6M +14% 11.3% 63% 640
FNWM
4958
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 10.5% 32% 111
VAS
4959
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 0.87% 102% 52
SFMG
4960
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 6.11% 42.9% 53
LAM
4961
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 16.2% 109% 46
PWM
4962
Prosperity Wealth Management
California
$211M +$58.3M +38% 13.5% – 193
XSC
4963
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 14.7% 118% 183
CAGAS
4964
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 10.2% 62.4% 146
S
4965
Sachetta
Massachusetts
$211M +$6.06K +0% 7.13% – 1,151
SFG
4966
Sterling Financial Group
California
$211M +$42.1M +25% 4.8% – 68
WAOTB
4967
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 5.8% 61.8% 86
MF
4968
Montis Financial
Massachusetts
$210M +$42.3M +25% 5.31% 52.1% 84
WGCA
4969
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 7.95% 28.2% 104
CFGA
4970
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 6.16% – 130
PWA
4971
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 8.46% 55.6% 119
MC
4972
Magnitude Capital
New York
$210M -$15.4M -7% 6.82% – 1
RA
4973
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 5.5% – 122
BWM
4974
Biltmore Wealth Management
Arizona
$210M +$0 0% 6.87% 44.5% 53
TFCM
4975
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 10% 108% 89
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