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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RM
4951
RP Management
New York
$228M +$48.9M +27% 30.7% 207% 4
XSC
4952
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 6.4% 118% 173
ACH
4953
Axis Capital Holdings
Bermuda
$228M +$12M +6% 5.57% 62.2% 3
PKC
4954
Palmer Knight Company
Florida
$228M +$18.4M +9% 7.38% 76% 36
WMA
4955
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 7.31% 86% 223
LFP
4956
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 6.23% – 77
LK
4957
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 6.51% 58.3% 82
TF
4958
Theory Financial
Colorado
$227M +$15.3M +7% 5.35% – 71
IGYL
4959
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3.44% 117% 3
WI
4960
WJ Interests
Texas
$227M +$26M +13% 7.06% 37.2% 21
AWMT
4961
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 4.77% 62.6% 78
ECA
4962
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 5.1% – 75
FSI
4963
Flow State Investments
Illinois
$226M -$89.6M -28% 0.63% – 226
IWN
4964
Independent Wealth Network
Iowa
$226M +$11.4M +5% 6.09% 51.4% 235
GCM
4965
Gator Capital Management
Florida
$226M +$29M +15% 17.9% 162% 64
AFA
4966
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 4.97% – 48
BWG
4967
Balanced Wealth Group
Ohio
$226M +$6.15M +3% 7.28% – 68
BTWM
4968
Baker Tilly Wealth Management
Wisconsin
$226M -$18.5M -8% 7.14% 85.1% 294
HIM
4969
Harbour Investment Management
Washington
$226M +$9.28M +4% 5.2% 63.6% 91
EF
4970
Exeter Financial
Arizona
$226M +$16.1M +8% 8.39% 38.4% 93
AWM
4971
Act Wealth Management
Texas
$226M +$22.3M +11% 7.25% 50.1% 50
WF
4972
Warner Financial
Maryland
$226M +$20.5M +10% 6.79% 52.2% 115
SI
4973
SimpliFi Inc
California
$226M +$9M +4% 5.77% 21.1% 42
CCAM
4974
Codex Capital Asset Management
Texas
$225M +$7.02M +3% 3.94% – 38
BP
4975
BWM Planning
Texas
$225M – – 5.73% – 76
197 198
199
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