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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LAM
5751
Lifestyle Asset Management
Texas
$184M +$2.44M +1% 1.82% – 121
AIA
5752
Arcadia Investment Advisors
Idaho
$184M -$3.06M -2% 0.19% 43% 82
GWM
5753
GoalFusion Wealth Management
Texas
$183M +$2.97M +2% 1.7% 31.5% 30
ADIM
5754
Alpha DNA Investment Management
Maryland
$183M +$389K +0.2% 4.88% 76.5% 262
EA
5755
Evolution Advisers
Virginia
$183M -$657K -0.4% 2.37% 33% 204
PFS
5756
Prospect Financial Services
New York
$183M +$22M +14% 6.03% – 121
ACM
5757
Alamar Capital Management
California
$183M +$1.9M +1% 4.22% – 84
AAMC
5758
Asset Allocation & Management Company
Illinois
$183M +$23.8M +15% 0.99% 43.9% 90
GCC
5759
Game Creek Capital
Massachusetts
$183M -$2.99M -2% 1.56% 57.9% 69
LODC
5760
Lanham O'Dell & Company
West Virginia
$183M +$4.5M +3% 0.25% 85.4% 29
SWM
5761
Shelton Wealth Management
Texas
$183M +$6.49M +4% 1.91% 53.7% 146
AIC
5762
Aurora Investment Counsel
Georgia
$183M -$2.2M -1% 2.18% 52% 127
FGG
5763
Financial Guidance Group
Florida
$183M +$11.2M +7% 0.18% 43.7% 72
5W
5764
5T Wealth
California
$183M – – 0.41% – 96
WLC
5765
Walnut Level Capital
Colorado
$182M +$16.2M +10% 4.47% – 42
DSN
5766
D. Scott Neal
Kentucky
$182M -$6.76M -4% 4.01% 88% 61
OFA
5767
Onyx Financial Advisors
Idaho
$182M +$123K +0.1% 1.32% – 16
KCM
5768
Kempner Capital Management
Texas
$182M -$13.2M -7% 2.81% 36.1% 54
UFAC
5769
Urban Financial Advisory Corp
Illinois
$182M +$751K +0.4% 0.9% – 51
WFC
5770
Western Financial Corp
California
$182M +$5.75M +3% 8.59% 80.1% 138
HI
5771
Harrington Investments
California
$182M -$1.36M -0.7% 0.88% 75.7% 85
WCM
5772
Wisconsin Capital Management
Wisconsin
$182M -$8.59M -5% 3.68% 145% 51
VFA
5773
Values First Advisors
Tennessee
$182M -$2.71M -1% 2.57% 69.5% 305
FC
5774
Family CFO
California
$182M +$4.32M +2% 0.81% 41% 98
GPW
5775
Genesis Private Wealth
Virginia
$181M – – 0.1% – 136
229 230
231
232 233