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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFPWM
5326
Leicht Financial Planning & Wealth Management
New Jersey
$199M +$10.9M +6% 5.71% 38.1% 20
HAFS
5327
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$23.5M +13% 6.56% 53.8% 32
RTL
5328
Red Tortoise LLC
Georgia
$199M +$15.2M +8% 6.9% – 605
RF
5329
Robbins Farley
New Hampshire
$199M +$10.4M +6% 5.22% 92.1% 172
LA
5330
Lindenwold Advisors
Pennsylvania
$199M +$11.2M +6% 6.15% 56.7% 118
DA
5331
DCM Advisors
New York
$199M +$9.15M +5% 7.68% 109% 55
AWM
5332
AAF Wealth Management
Massachusetts
$198M +$5.42M +3% 6.18% 53.2% 49
NIF
5333
Nalanda India Fund
Mauritius
$198M +$791K +0.4% 0.4% 15.3% 1
PAM
5334
Peninsula Asset Management
Florida
$198M +$16.4M +9% 10.4% 50.3% 43
SH
5335
Svenska Handelsbanken
Sweden
$198M -$161M -45% 6.14% – 17
GCM
5336
Gables Capital Management
Florida
$198M +$6.92M +4% 7.71% 135% 454
AWM
5337
Avaii Wealth Management
Wisconsin
$198M +$17.7M +10% 4.73% 58.9% 159
DPCM
5338
Doma Perpetual Capital Management
Florida
$198M -$17.7M -8% 4.46% – 10
LD
5339
Lipe & Dalton
New York
$198M +$12M +6% 8.72% 59.7% 105
MFP
5340
Meridian Financial Partners
Virginia
$198M +$29.5M +18% 6.3% 47.2% 104
SBLIC
5341
Security Benefit Life Insurance Company
Kansas
$198M -$109M -36% 29.9% 29.7% 32
BMC
5342
Beaton Management Company
Massachusetts
$198M +$11.7M +6% 7.56% 76.1% 140
OWA
5343
ORBA Wealth Advisors
Illinois
$198M +$4.41M +2% 6.03% – 107
PPA
5344
Painted Porch Advisors
California
$198M +$20.6M +12% 8.71% – 446
PSA
5345
Plum Street Advisors
Louisiana
$197M +$26.1M +15% 6.41% – 84
BWM
5346
Boyd Wealth Management
California
$197M +$16.2M +9% 5.9% 39.4% 50
TRAM
5347
Tri Ri Asset Management
Ontario, Canada
$197M – – 10.2% – 29
TWA
5348
Tandem Wealth Advisors
Arizona
$197M +$10.8M +6% 5.69% – 51
HT
5349
HAP Trading
New York
$197M -$32.1M -14% 1.61% 33.6% 503
GAM
5350
Garrison Asset Management
Arkansas
$197M +$7.07M +4% 6.6% 52.1% 111
212 213
214
215 216