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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GP
5826
Gridiron Partners
Pennsylvania
$165M +$8.12M +5% 5.53% – 64
KFA
5827
Kapstone Financial Advisors
Ohio
$165M +$12.4M +8% 8.46% – 115
LWM
5828
Latko Wealth Management
Illinois
$165M – – 5.33% – 30
CWP
5829
Core Wealth Partners
California
$165M +$18.6M +13% 4.62% – 171
AC
5830
Avory & Company
Florida
$165M +$22.9M +16% 17.8% 105% 31
CS
5831
Capital Square
Tennessee
$165M +$10.9M +7% 8.59% 37% 178
HFS
5832
HBC Financial Services
Washington
$165M +$7.46M +5% 6.02% 12.6% 204
IAM
5833
Impala Asset Management
Florida
$165M +$53.9M +49% 5.51% 49.3% 20
TFG
5834
Tull Financial Group
Virginia
$164M – – 6.37% – 26
LFA
5835
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 6.27% 58.1% 71
FCMT
5836
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 6.69% 62% 388
IA
5837
Incentive AS
Norway
$164M +$70.1M +75% 8.6% – 2
SF
5838
SWP Financial
California
$164M +$12.5M +8% 6.02% – 55
LWMI
5839
Legacy Wealth Management (Idaho)
Idaho
$164M – – 0.15% – 698
LIS
5840
Legacy Investment Solutions
Idaho
$164M – – 0.15% – 698
IWP
5841
Insight Wealth Partners
Texas
$164M +$9.56M +6% 1.56% 16.7% 102
SNBOSCI
5842
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 9.3% – 106
SIM
5843
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 9.56% 98.9% 295
WFG
5844
Wormser Freres Gestion
France
$164M +$10.4M +7% 5.62% – 47
SPI
5845
Sutton Place Investors
New York
$164M +$13.4M +9% 5.4% 58.2% 124
VF
5846
Vawter Financial
Ohio
$164M +$18M +12% 6.74% – 98
OW
5847
Olistico Wealth
Oklahoma
$164M +$6.87M +4% 6.11% – 322
CIA
5848
Cohen Investment Advisors
New Hampshire
$164M +$39.2M +32% 7.14% 74.2% 79
HM
5849
Heronetta Management
New York
$164M +$7.23M +5% 5.69% 46% 23
BFG
5850
Baron Financial Group
New Jersey
$164M +$6.27M +4% 6.58% 37.1% 47
232 233
234
235 236