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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AFO
5526
Allie Family Office
Florida
$186M +$19.4M +12% 6.91% 48.7% 96
MMHP
5527
Murphy Middleton Hinkle & Parker
Georgia
$186M +$13.8M +8% 7.72% 46.8% 139
XC
5528
XY Capital
Hong Kong
$185M +$97.7M +111% 11.1% – 72
EM
5529
ELCO Management
New York
$185M +$13.5M +8% 6.68% 76.3% 175
MTWM
5530
Masso Torrence Wealth Management
New Jersey
$185M +$5.07M +3% 4.67% 102% 101
DJC
5531
Daily Journal Corp
California
$185M +$3.1M +2% 3.54% 79.3% 4
HBT
5532
Heartland Bank & Trust
Illinois
$185M +$9.01M +5% 6.57% 102% 156
PWM
5533
Penobscot Wealth Management
Maine
$185M +$17.2M +10% 6.3% 44.2% 77
RM
5534
Radcliff Management
New York
$185M +$14.2M +8% 8.32% 382% 1
SCM
5535
Sterneck Capital Management
Missouri
$185M +$8.56M +5% 6.97% 48.1% 105
AIC
5536
Aurora Investment Counsel
Georgia
$185M +$14.4M +8% 8.29% 52% 123
CIS
5537
Custom Index Systems
New York
$185M +$10.5M +6% 6.28% – 296
M
5538
MYeCFO
California
$185M +$11.2M +6% 5.55% – 57
NSB
5539
Norway Savings Bank
Maine
$184M +$8.95M +5% 5.95% 64.5% 107
VFA
5540
Values First Advisors
Tennessee
$184M +$17.5M +10% 7.03% 69.5% 280
FGI
5541
Foresight Global Investors
New York
$184M -$23.7M -11% 3.78% – 51
AWM
5542
Aviso Wealth Management
Washington
$184M +$15.9M +9% 6.31% – 160
WAM
5543
WFA Asset Management
Wisconsin
$184M +$6.98M +4% 6.91% 41.1% 213
BWA
5544
Boulder Wealth Advisors
Colorado
$184M +$12.6M +7% 4.88% – 27
BGA
5545
Battery Global Advisors
Massachusetts
$184M +$32.9M +22% 7.2% – 136
WW
5546
Windle Wealth
Oklahoma
$184M +$20M +12% 10.1% – 32
JFG
5547
JDM Financial Group
Texas
$184M +$35.9M +24% 6.1% – 419
WAM
5548
Worth Asset Management
Texas
$184M +$15.5M +9% 7.03% 72.8% 169
IF
5549
IRON Financial
Illinois
$184M +$5.42M +3% 6.74% 39.7% 128
EA
5550
Evolution Advisers
Virginia
$184M +$9.72M +6% 5.79% 33% 202
220 221
222
223 224