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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWA
5726
AmeriServ Wealth Advisors
Pennsylvania
$185M – – 1.17% – 63
SWA
5727
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 1.68% 37.2% 90
ILCM
5728
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 7.86% 103% 12
M
5729
MYeCFO
California
$185M +$674K +0.4% 0.83% – 58
SMP
5730
Santa Monica Partners
Florida
$185M +$15.4M +9% 9.84% 106% 19
MFG
5731
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 0.22% – 28
MCM
5732
M1 Capital Management
Michigan
$185M – – 1.91% – 86
SCM
5733
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 1.28% 48.1% 108
WAM
5734
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 0.84% 41.1% 226
LIM
5735
Lagoda Investment Management
New York
$185M +$10.8M +6% 15.3% 195% 34
HWM
5736
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 2.74% 53.9% 120
EP
5737
EPIQ Partners
Minnesota
$185M +$4.29M +2% 3.96% 33.9% 84
RCM
5738
Regency Capital Management
Hawaii
$185M +$2.73M +2% 0.98% 62.3% 53
EF
5739
Elite Financial
Idaho
$185M – – 0.59% – 50
PP
5740
Patron Partners
Texas
$184M +$3.49M +2% 2.16% 68.7% 181
RWP
5741
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 2.9% 69.7% 119
HKIMG
5742
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 0.73% 82.1% 173
FCFC
5743
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 0.19% – 127
CIG
5744
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 0.96% – 74
DFS
5745
Dixon Fnancial Services
California
$184M -$4.19M -2% 0.85% 52.4% 39
HBT
5746
Heartland Bank & Trust
Illinois
$184M -$1.21M -0.7% 3.84% 102% 161
GWM
5747
Glass Wealth Management
Texas
$184M +$3.01M +2% 2.66% – 58
BCM
5748
BluePath Capital Management
Georgia
$184M +$24.3M +15% 2.82% – 110
PP
5749
PFS Partners
New Jersey
$184M +$9.98M +6% 0.26% 38.2% 463
PSF
5750
Pacific Sun Financial
California
$184M +$2.24M +1% 1.98% – 189
228 229
230
231 232