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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LA
5851
Lifeworks Advisors
Michigan
$126M – – 10.8% 53.3% 109
NCMW
5852
Northern Capital Management (Washington)
Washington
$125M +$8.42M +7% 6.69% 66.4% 44
GCS
5853
Gordian Capital (Singapore)
Singapore
$125M – – 7.54% 189% 128
PCI
5854
Planning Center Inc
Illinois
$125M – – 6.21% 42.7% 52
WFA
5855
Wells Financial Advisors
Massachusetts
$125M +$6.95M +6% 6.98% 44.3% 64
SF
5856
SBK Financial
Virginia
$125M – – 12.9% – 132
WCM
5857
Whitefort Capital Management
New York
$125M – – 2.43% 157% 40
PHIMC
5858
Private Harbour Investment Management & Counsel
Ohio
$125M +$11.5M +10% 8.82% 75% 60
EIM
5859
Ervin Investment Management
Washington
$125M – – 12.1% 83.5% 31
FFWM
5860
Future Financial Wealth Management
Ohio
$125M +$27.8M +29% 5.8% 45.6% 579
KCMRT
5861
Kemper Corp Master Retirement Trust
Illinois
$125M +$378K +0.3% 0.3% 21.9% 2
EA
5862
Echo45 Advisors
California
$125M – – 4.52% 37% 90
TC
5863
Touchstone Capital
Pennsylvania
$125M +$15.1M +14% 7.89% 22.6% 17
MW
5864
Milestone Wealth
New York
$125M – – 5.19% – 245
BCPWM
5865
Bradley & Co Private Wealth Management
Florida
$125M +$8.84M +8% 8.9% – 177
IPCP
5866
Iron Park Capital Partners
New York
$125M – – 1.4% – 48
GWAM
5867
Guardian Wealth Advisors (Minnesota)
Minnesota
$125M +$12.3M +11% 6.29% 43.2% 68
HSG
5868
Helen Stephens Group
Texas
$125M – – 6.88% 40.6% 57
WF
5869
Wayfinding Financial
Washington
$125M – – 10.7% 62.9% 86
CIA
5870
Cladis Investment Advisory
Montana
$125M – – 7.93% 95% 146
CCA
5871
Covey Capital Advisors
Georgia
$125M -$573K -0.5% 5.45% 118% 40
PCM
5872
Pinnbrook Capital Management
New York
$125M – – 7.16% 128% 34
RCM
5873
Rain Capital Management
Oregon
$125M +$4.25M +4% 4.9% 18.2% 47
VCM
5874
VeriStar Capital Management
New York
$125M – – 12.5% 40.8% 10
ZC
5875
Zeit Capital
Colorado
$125M +$7.08M +6% 5.69% 42.8% 38
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