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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PPWM
5026
PFG Private Wealth Management
Florida
$157M -$3.82M -2% 4.38% 39.9% 410
HHRDM
5027
H&H Retirement Design & Management
Nevada
$157M +$38.6M +33% 2.54% 23.7% 97
VFA
5028
Values First Advisors
Tennessee
$157M +$13.7M +10% 5.82% 69.5% 407
AMR
5029
Asset Management Resources
Massachusetts
$157M +$9.77M +7% 5.24% – 64
2L
5030
22NW LP
Washington
$157M -$28.2M -15% 17.4% 189% 20
HB
5031
Horizon Bancorp
Indiana
$157M -$21.9M -12% 0.58% – 229
BWM
5032
Benchmark Wealth Management
Connecticut
$157M +$17.9M +13% 4.12% 42.7% 54
EFIC
5033
Eliot Finkel Investment Counsel
California
$157M -$908K -0.6% 0.71% 33.1% 31
TLA
5034
Tanglewood Legacy Advisors
Texas
$157M +$16.1M +11% 4.85% – 280
CI
5035
Ceera Investments
Texas
$157M -$1.46M -0.9% 15.8% 86.3% 85
BDFN
5036
Bond & Devick Financial Network
Minnesota
$157M +$16.4M +12% 4.6% 39.4% 131
G
5037
Gainplan
Michigan
$157M +$115M +274% 8.22% 79.6% 47
RA
5038
Riverstone Advisors
Texas
$157M +$12.5M +9% 6.27% 83.8% 52
TCOK
5039
Trust Company of Kansas
Kansas
$157M +$2.25M +1% 8.94% 86.3% 54
WA1
5040
Wimmer Associates 1
California
$157M +$5.08M +3% 8.17% 67.7% 110
KCP
5041
Keyframe Capital Partners
New York
$157M +$16.7M +12% 1.04% 27.9% 13
PBO
5042
Peoples Bank (Ohio)
Ohio
$157M +$1.26M +0.8% 3.71% 54.7% 131
BA
5043
Baugh & Associates
Georgia
$156M +$2.12M +1% 2.62% 47.2% 41
IPW
5044
IronBridge Private Wealth
Texas
$156M +$35M +29% 12% 73.6% 39
AIM
5045
Aspen Investment Management
Michigan
$156M +$3.4M +2% 2.56% 57.9% 140
IWN
5046
Independent Wealth Network
Iowa
$156M +$10.1M +7% 4.21% 51.4% 214
VBFG
5047
Vishria Bird Financial Group
Tennessee
$156M +$12.8M +9% 13.8% 57.1% 62
AWP
5048
Accretive Wealth Partners
New Jersey
$156M +$10.8M +7% 6.33% 60.5% 119
RWRC
5049
R.W. Roge & Company
New York
$156M +$5.72M +4% 6.22% 54.1% 46
QC
5050
Qalhat Capital
British Virgin Islands
$156M -$53.2M -25% 7.01% 64.6% 11
200 201
202
203 204