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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HNWA
5901
Henrickson Nauta Wealth Advisors
Michigan
$123M – – 6.7% 49% 317
SPW
5902
Surience Private Wealth
Washington
$123M – – 12.7% 159% 23
PFG
5903
Peterson Financial Group
Iowa
$123M – – 11.9% 32.4% 79
LC
5904
Longitude (Cayman)
Cayman Islands
$123M -$6.27M -5% 0.26% 3.98% 43
GCWM
5905
Graham Capital Wealth Management
District of Columbia
$122M – – 4.61% 36.4% 118
AWM
5906
Accurate Wealth Management
Florida
$122M +$7.52M +7% 9.58% 78.3% 144
CC
5907
Caxton Corporation
New Jersey
$122M -$1.06M -0.9% 2.6% 409% 57
DWM
5908
Defined Wealth Management
Oregon
$122M +$9.52M +8% 8.35% 56.2% 96
WAM
5909
Weinberger Asset Management
California
$122M – – 8.48% 69.8% 35
FF
5910
Financial Futures
New Jersey
$122M – – 5.24% 30.2% 52
MFG
5911
Menard Financial Group
Texas
$122M +$7.9M +7% 11.4% 120% 175
LJCM
5912
Lee Johnson Capital Management
Texas
$122M – – 11.3% 67.6% 69
PFP
5913
Paragon Financial Partners
California
$122M – – 10.3% 94.9% 86
AA
5914
Axiom Advisory
California
$122M – – 5.25% 16.4% 32
RVM
5915
Robinson Value Management
Texas
$122M +$9.65M +9% 8.56% 48.3% 116
OIM
5916
Orca Investment Management
Oregon
$122M +$7.43M +7% 8.41% 71.1% 66
VAM
5917
Vert Asset Management
California
$121M – – 15.6% 17.2% 46
CMS
5918
Capital Market Strategies
Florida
$121M – – 11.3% 120% 149
RFA
5919
Resurgent Financial Advisors
Georgia
$121M – – 10.4% 72% 125
WFS
5920
Widmann Financial Services
Maryland
$121M – – 10.2% 54.8% 503
JFS
5921
JD Financial Services
Pennsylvania
$121M +$11.7M +11% 4.84% – 40
UAM
5922
Unison Asset Management
Florida
$121M +$8.94M +8% 9.95% 107% 25
BIA
5923
Benchmark Investment Advisors
Illinois
$121M – – 9.68% 90.3% 101
MCA
5924
Maryland Capital Advisors
Maryland
$121M – – 3.26% 33.9% 189
NIMC
5925
Nierenberg Investment Management Company
Washington
$121M -$7.41M -6% 5.53% 164% 37
235 236
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