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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CAM
5951
Concorde Asset Management
Michigan
$146M -$683K -0.5% 7.87% 31.8% 178
WFG
5952
Wormser Freres Gestion
France
$146M +$22.8M +19% 9.76% – 44
BC
5953
Barnett & Company
Tennessee
$146M +$12.8M +10% 7.47% 49.5% 84
BMMM
5954
Boston Mountain Money Management
Arkansas
$146M – – 8.47% – 62
RAM
5955
Robocap Asset Management
United Kingdom
$146M +$14.9M +11% 16.8% – 26
DA
5956
Dover Advisors
Virginia
$146M +$69.9M +92% 8.19% – 115
EFI
5957
EHP Funds Inc
Canada
$146M -$53.5M -27% 4.6% 103% 224
IFPL
5958
Investments & Financial Planning LLC
Kentucky
$146M +$12.4M +9% 9.19% – 34
GFP
5959
Guardian Financial Partners
California
$146M +$24M +20% 6.34% 36.2% 49
WAL
5960
W Advisors LLC
Tennessee
$146M +$10.9M +8% 9.58% 57.5% 117
IF
5961
Integrity Financial
Wyoming
$146M +$7.72M +6% 7.58% 58.4% 213
BCM
5962
BluePointe Capital Management
California
$146M +$13.9M +11% 9.75% – 90
WAM
5963
Waterfall Asset Management
New York
$146M -$31.1M -18% 2.86% – 7
CGH
5964
CMG Global Holdings
Texas
$146M +$7.8M +6% 8.24% 70.7% 93
KFP
5965
Keener Financial Planning
Texas
$145M +$16.1M +12% 7.04% – 216
HFA
5966
Harbert Fund Advisors
Alabama
$145M -$580K -0.4% 9.84% 56.2% 99
PSC
5967
Piper Sandler & Co
Minnesota
$145M +$12.8M +10% 1.06% 0.42% 30
GITFIT
5968
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$145M +$24.9M +21% 10% 96.4% 122
MFG
5969
Mainsail Financial Group
Washington
$145M +$16.1M +12% 6.77% – 53
UWM
5970
Udine Wealth Management
Florida
$145M +$19.4M +15% 6.97% 125% 30
FCM
5971
Fairbanks Capital Management
California
$145M +$4.95M +4% 10.4% 93.3% 56
ASI
5972
Advisory Services & Investments
Oregon
$145M +$9.38M +7% 6.57% 19.6% 37
PFG
5973
Pacific Financial Group
Washington
$145M +$10.7M +8% 7.43% 47.7% 60
BA
5974
Ballew Advisors
Mississippi
$145M +$11.8M +9% 6.39% 49.5% 104
LVIA
5975
Lind Value II ApS
Denmark
$145M – – 5.47% – 2
237 238
239
240 241