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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CA
5126
Claris Advisors
Missouri
$181M +$24.1M +15% 11.3% 48.3% 55
DLHL
5127
Donald L. Hagan LLC
Florida
$181M +$14M +8% 7.44% 32.1% 107
GP
5128
Geneva Partners
Wisconsin
$181M +$29.8M +20% 15.1% 201% 81
AWG
5129
Altus Wealth Group
Colorado
$180M +$22.9M +15% 11% 58.6% 143
IGYL
5130
I.G.Y. Ltd
United Kingdom
$180M +$18.4M +11% 14.2% 117% 3
SFS
5131
Searcy Financial Services
Kansas
$180M +$14.7M +9% 8.81% 48.4% 21
WPM
5132
Worldly Partners Management
Massachusetts
$180M +$23.5M +15% 17.2% – 4
MM
5133
MQS Management
New York
$180M +$15.9M +10% 8.84% 10.8% 706
LFP
5134
Lakeshore Financial Planning
Michigan
$180M +$4.59M +3% 10.6% – 68
MIM
5135
Moseley Investment Management
Florida
$180M +$12.5M +7% 12% 110% 157
LAM
5136
Lifestyle Asset Management
Texas
$180M +$15M +9% 8.36% – 107
BFS
5137
Burkett Financial Services
South Carolina
$180M – – 9.96% – 198
MA
5138
MBA Advisors
Pennsylvania
$179M +$16.4M +10% 8.99% 47.1% 126
CWP
5139
Corepath Wealth Partners
Arizona
$179M +$13.5M +8% 9.55% 37.8% 42
CJH
5140
Christopher J. Hasenberg
Wisconsin
$179M – – 11.2% – 21
GCM
5141
Gallacher Capital Management
Colorado
$179M +$19.2M +12% 9.35% – 305
WMP
5142
Wealth Management Partners
Arizona
$179M +$19M +12% 12.4% 127% 124
AWA
5143
Alta Wealth Advisors
Massachusetts
$179M +$16M +10% 15% 93.7% 140
VCM
5144
Verger Capital Management
North Carolina
$179M +$66M +58% 7.85% 42.2% 13
PWA
5145
PCG Wealth Advisors
Kansas
$179M +$26.6M +17% 8.58% 55.6% 115
GPC
5146
Greenstone Partners & Co
California
$179M +$27.9M +18% 13.1% 448% 9
AIM
5147
Aspen Investment Management
Michigan
$179M +$13.9M +8% 11% 57.9% 155
LCM
5148
LDR Capital Management
New York
$179M +$14.2M +9% 9.71% 7.33% 45
KIG
5149
Kennedy Investment Group
New Jersey
$179M +$12.7M +8% 9.84% – 129
KCM
5150
Kempner Capital Management
Texas
$179M +$12.7M +8% 8.8% 36.1% 59
204 205
206
207 208