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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SBF
4976
Sara-Bay Financial
Florida
$227M -$43M -16% 13.3% 185% 85
MWP
4977
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 1.35% – 54
LWMNY
4978
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 0.58% 23.7% 76
CFLC
4979
California First Leasing Corp
California
$227M -$15.9M -7% 4.34% 101% 48
MCA
4980
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 0.01% 33.9% 265
HP
4981
HealthInvest Partners
Sweden
$227M +$15.7M +7% 7.77% – 41
TC
4982
Toews Corporation
New Jersey
$226M +$58.1M +35% 2.76% 26% 11
WCA
4983
Whetstone Capital Advisors
Kansas
$226M -$36.3M -14% 3.49% 242% 39
RA
4984
Rise Advisors
New York
$226M +$18.4M +9% 1.6% 48% 1,582
TFA
4985
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 1.59% – 68
CI
4986
Cherokee Insurance
Michigan
$226M +$5.61M +3% 2.14% – 123
TFO
4987
Timonier Family Office
North Carolina
$226M +$31.3M +16% 1.1% – 50
WF
4988
Warner Financial
Maryland
$226M -$6.55M -3% 1.14% 52.2% 121
DIP
4989
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 2.94% – 157
FFAM
4990
Forge First Asset Management
Canada
$226M -$49.9M -18% 4.67% – 52
ECML
4991
Eagle Capital Management (Louisiana)
Louisiana
$226M -$22M -9% 4.59% 72.5% 42
SC
4992
Schulhoff & Co
Ohio
$226M -$48.1M -18% 3.05% 30.1% 132
EW
4993
Elyxium Wealth
California
$226M +$61.6M +38% 3.82% – 158
WFG
4994
Wills Financial Group
Virginia
$226M -$6.06M -3% 0.51% 43.8% 67
LVIA
4995
Lind Value II ApS
Denmark
$225M +$171K +0.1% 12.8% – 11
RFG
4996
Range Financial Group
Oregon
$225M +$8.47M +4% 1.57% 102% 207
SF
4997
Slagle Financial
Illinois
$225M +$3.09M +1% 1.06% – 108
KIC
4998
Kensington Investment Counsel
California
$225M -$14.6M -6% 1.26% 72.3% 103
SAMC
4999
Spectrum Asset Management (California)
California
$225M +$2.47M +1% 3.07% 53.8% 99
AFA
5000
Alpha Financial Advisors
North Carolina
$225M +$4.01M +2% 2.17% – 53
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