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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SA
5101
Sunesis Advisors
Kansas
$124M +$11.2M +10% 10.6% – 32
LFA
5102
Legend Financial Advisors
Pennsylvania
$123M -$3.01M -2% 21.2% 62.3% 35
PD
5103
Planning Directions
Pennsylvania
$123M +$9.88M +9% 8.14% 36.4% 61
PWM
5104
Peterson Wealth Management
Nevada
$123M +$10.3M +9% 6.77% 31.2% 44
GAM
5105
Geier Asset Management
Maryland
$123M – – 10.7% – 81
CWM
5106
Concentrum Wealth Management
California
$123M +$18.1M +17% 11.5% 208% 49
VCA
5107
VIEX Capital Advisors
Florida
$123M +$21.7M +21% 44.8% 25.5% 19
ER
5108
EVR Research
Virginia
$122M – – 56.7% 109% 18
BC
5109
Breakline Capital
New York
$122M +$27.7M +29% 22.2% – 54
FLSMF
5110
Fundsmith Long/Short Master Fund
Cayman Islands
$122M – – 14.5% – 29
RB
5111
Renasant Bank
Mississippi
$122M – – 11.9% 53.2% 186
JI
5112
Jeereddi Investments
California
$122M +$19.4M +19% 22% 45.7% 52
FA
5113
Financial Avengers
California
$122M – – 17.1% 126% 165
CWM
5114
Chronos Wealth Management
Florida
$122M +$10.7M +10% 10.7% 75.6% 41
EWP
5115
Engrave Wealth Partners
Texas
$122M +$18.6M +18% 18.9% 39.9% 59
CMBA
5116
C.M. Bidwell & Associates
Hawaii
$122M +$13.2M +12% 16.7% 62% 561
TCM
5117
Taal Capital Management
Massachusetts
$122M +$19.7M +19% 19.4% – 20
MCA
5118
Morris Capital Advisors
Pennsylvania
$122M +$8.46M +7% 14.1% 72.9% 60
QCIG
5119
Quad-Cities Investment Group
Iowa
$122M +$17M +16% 11.7% 48.7% 175
PC
5120
Plaisance Capital
Colorado
$122M +$57.9M +91% 35.5% – 49
POIA
5121
Pin Oak Investment Advisors
Texas
$122M +$17.7M +17% 20.7% 43.5% 433
NFSG
5122
Newbridge Financial Services Group
Florida
$121M +$20M +20% 25.7% 132% 1,186
CCM
5123
Chiron Capital Management
Florida
$121M -$2.69M -2% 10.1% 16.4% 515
HPWA
5124
Hall Private Wealth Advisors
North Carolina
$121M – – 12.2% – 45
ICP
5125
ION Crossover Partners
Israel
$121M -$24M -17% 37.2% 23.1% 2
203 204
205
206 207