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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FA
5101
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 5.65% 30.7% 295
PBC
5102
Pavion Blue Capital
California
$172M +$11.3M +7% 10% 70.6% 93
IAC
5103
ION Acquisition Corp
Israel
$172M – – 11.9% – 5
WOSD
5104
WFA of San Diego
California
$172M +$29.1M +20% 9.62% – 177
LFWA
5105
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 5.49% 52.4% 23
BEP
5106
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 29.1% 87.4% 7
SN
5107
Sittner & Nelson
Oregon
$172M +$16.9M +11% 11.5% 79.8% 455
AWM
5108
AllSquare Wealth Management
New York
$172M +$4.39M +3% 3.71% 43.2% 518
FWM
5109
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 7.15% – 47
CWA
5110
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 5.81% 85% 156
KIC
5111
Kensington Investment Counsel
California
$172M – – 11.7% 72.3% 88
SIAG
5112
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 8.14% 63.7% 94
LA
5113
Lindenwold Advisors
Pennsylvania
$171M – – 11% 56.7% 128
MAG
5114
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 13.4% 113% 93
HCM
5115
Hutner Capital Management
Vermont
$171M +$18.5M +12% 11.9% 48.7% 46
HIGP
5116
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 5.63% 33.5% 32
GCM
5117
GoodHaven Capital Management
New Jersey
$171M +$17.5M +11% 13.9% 108% 27
NFG
5118
Northeast Financial Group
Pennsylvania
$171M +$15.8M +10% 8% 28.4% 48
EFIC
5119
Eliot Finkel Investment Counsel
California
$171M +$14.9M +10% 12% 33.1% 34
CIA
5120
Citadel Investment Advisory
Ohio
$171M +$9.57M +6% 7.23% 68.3% 75
BW
5121
Bison Wealth
Georgia
$171M -$45.7M -21% 9.2% 37.4% 473
SFG
5122
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 9.27% 52.5% 73
NC
5123
Naman Capital
Brazil
$171M +$8.51M +5% 4.95% 92.3% 17
TI
5124
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 9.55% 86.9% 194
CIA
5125
Cascade Investment Advisors
Oregon
$171M +$17.3M +11% 9.66% 60.3% 266
203 204
205
206 207