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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VBWMG
5876
Von Berge Wealth Management Group
California
$121M +$8.84M +8% 6.63% 60.5% 66
CRIG
5877
Charter Research & Investment Group
Connecticut
$121M +$6.37M +6% 6.27% 54.7% 79
JCA
5878
Jade Capital Advisors
New Jersey
$121M +$50.4M +72% 11.5% 59.5% 86
IWP
5879
Insight Wealth Partners
Texas
$120M +$9.49M +9% 0.39% 16.7% 72
ARC
5880
Arias Resource Capital
Cayman Islands
$120M -$25M -17% 17.2% 81.3% 1
ALWM
5881
Andrews Lucia Wealth Management
California
$120M +$7.37M +7% 4.59% 45.6% 26
PFA
5882
Plotkin Financial Advisors
Maryland
$120M +$12.7M +12% 10.5% 79.7% 82
RG
5883
Richelieu Gestion
France
$120M +$9.4M +8% 4.05% – 79
GPI
5884
General Partner Inc
Pennsylvania
$120M +$6.23M +5% 9.49% – 127
SC
5885
Solstein Capital
California
$120M +$5.04M +4% 5.88% 74.5% 308
SC
5886
Settian Capital
New York
$120M +$35.3K +0% 8.18% 78.7% 44
JIM
5887
JCP Investment Management
Texas
$120M -$21.9M -15% 4.29% 81.1% 19
DC
5888
Darrow Company
Massachusetts
$120M +$12.6M +12% 3.3% 35.1% 30
LFA
5889
Legend Financial Advisors
Pennsylvania
$120M +$757K +0.6% 4.76% 62.3% 238
LOIP
5890
Live Oak Investment Partners
Texas
$120M +$5.88M +5% 3.99% – 316
PGF
5891
Plan Group Financial
Oklahoma
$120M – – 2.88% – 66
VCM
5892
VeriStar Capital Management
New York
$120M +$10.1M +9% 6.67% 40.8% 13
PWA
5893
Pillar Wealth Advisors
Pennsylvania
$120M +$19.3M +19% 4.53% 21.9% 70
WCM
5894
Washburn Capital Management
Florida
$120M +$3.7M +3% 9.92% 93.8% 49
SG
5895
Somerset Group
Minnesota
$120M +$4.66M +4% 5.92% 58.9% 66
ACM
5896
Azarias Capital Management
Pennsylvania
$120M +$9.03M +8% 6.99% 56.9% 21
PP
5897
PFS Partners
New Jersey
$119M +$17.1M +17% 4% 38.2% 488
PM
5898
Plustick Management
Virginia
$119M +$6.13M +5% 20.4% 496% 29
TC
5899
Tenret Company
Florida
$119M +$6.77M +6% 3.4% – 27
SWM
5900
SFG Wealth Management
Maryland
$119M +$29.1M +32% 6.79% 70.1% 105
234 235
236
237 238