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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWA
4951
Phoenix Wealth Advisors
North Carolina
$229M -$1.07M -0.5% 0.34% 57.2% 125
ECA
4952
Elevation Capital Advisory
Oregon
$229M -$4.09M -2% 1.09% – 80
LBWM
4953
Left Brain Wealth Management
Illinois
$229M -$35.6M -13% 4.61% – 106
HAG
4954
HF Advisory Group
Maryland
$229M +$11.3M +5% 1.77% – 162
LA
4955
LFL Advisers
Illinois
$229M -$28.2M -11% 3.61% 73.1% 9
SM
4956
Sweeney & Michel
California
$229M – – 0.61% – 119
MFG
4957
Monte Financial Group
Connecticut
$228M -$5.11M -2% 0.16% 50.4% 90
RA
4958
Ruggaard & Associates
Ohio
$228M +$267K +0.1% 1.76% – 117
WF
4959
Wayfinding Financial
Washington
$228M +$41.2M +22% 1.53% 62.9% 742
TLA
4960
Tanglewood Legacy Advisors
Texas
$228M -$5.74M -2% 2.92% – 312
GGI
4961
GPM Growth Investors
Michigan
$228M -$8.53M -4% 3.79% – 46
GBI
4962
GP Brinson Investments
Illinois
$228M -$14.3M -6% 0.2% 38.1% 16
EAM
4963
Eukles Asset Management
Ohio
$228M -$6.82M -3% 3.61% 86.8% 233
GAMC
4964
Garner Asset Management Corp
Texas
$228M +$6.42M +3% 1.51% 62.2% 168
AGDI
4965
Absolute Gestao de Investimentos
Brazil
$228M -$7.43M -3% 3.92% – 66
BWS
4966
BCR Wealth Strategies
Alabama
$228M +$13.9M +7% 0.15% 30.8% 27
OWM
4967
Olympus Wealth Management
Utah
$228M -$46.9M -17% 0.11% 43.1% 20
HOWA
4968
Heritage Oak Wealth Advisors
Florida
$228M +$14.7M +7% 2.8% – 92
BWM
4969
Baron Wealth Management
Michigan
$228M +$15.1M +7% 1.56% – 238
BFA
4970
Buttonwood Financial Advisors
Maryland
$228M +$62.4K +0% 0.85% 67.4% 99
VCM
4971
Verger Capital Management
North Carolina
$227M +$26.7M +13% 2.26% 42.2% 14
AW
4972
Alteri Wealth
California
$227M -$134M -37% 2.36% – 267
PVM
4973
Palogic Value Management
Texas
$227M -$23M -9% 6.93% – 181
NMC
4974
New Mountain Capital
New York
$227M -$68M -23% 23.1% 12.8% 1
LK
4975
Lumbard & Kellner
New Hampshire
$227M -$5.86M -3% 5.37% 58.3% 91
197 198
199
200 201