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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PFWA
6001
Paces Ferry Wealth Advisors
Georgia
$103M +$11.3M +12% 7.28% 83.7% 111
CP
6002
Castleview Partners
Texas
$103M -$1.98M -2% 6.55% 47.4% 723
LCM
6003
LCM Capital Management
Illinois
$103M +$8.01M +8% 9.01% 92.2% 91
AC
6004
AIFG Consultants
New York
$103M – – 6.86% – 36
ACL
6005
APEIRON Capital Ltd
Hong Kong
$103M -$47.4M -32% 5.59% 142% 12
LWM
6006
Lionsbridge Wealth Management
Florida
$103M +$32.7M +47% 5.33% 46.2% 43
MCM
6007
Magnolia Capital Management
New York
$103M +$5.46M +6% 7.88% 61.8% 149
NED
6008
Nancy E. Dempze
$103M +$8.59M +9% 9.44% 67.5% 68
PCC
6009
Park Circle Company
Maryland
$103M +$5.91M +6% 15% 54% 129
MFA
6010
Millington Financial Advisors
Illinois
$102M – – 9.42% – 70
NA
6011
NVP Associates
California
$102M – – 23.1% – 8
VIP
6012
Viewpoint Investment Partners
Alberta, Canada
$102M +$18.4M +22% 5.73% 22% 9
CIA
6013
Capital Impact Advisors
Massachusetts
$102M +$1.94M +2% 5.79% – 237
SLFPAM
6014
St. Louis Financial Planners Asset Management
Missouri
$102M – – 3.6% – 18
OC
6015
Optimas Capital
Hong Kong
$102M -$16.5M -14% 14% 378% 44
AS
6016
American Securities
New York
$102M +$22.5M +28% 28.3% – 1
IFPL
6017
Investments & Financial Planning LLC
Kentucky
$102M – – 5.98% – 36
VWA
6018
VERITY Wealth Advisors
United States
$102M +$4.43M +5% 7.31% 47% 74
TA
6019
TRB Advisors
New York
$102M +$95K +0.1% 1.17% 76.3% 4
ABP
6020
Arthur B. Page
$102M +$6.06M +6% 10.4% 40.4% 50
SMWM
6021
Silvia McColl Wealth Management
California
$102M – – 9.01% – 105
CAM
6022
Campion Asset Management
Virginia
$102M +$7.18M +8% 11% 52.2% 94
OC
6023
Oppenheimer & Close
New York
$102M +$9.41M +10% 18.4% 97.6% 63
EI
6024
EDMP Inc
Florida
$102M +$7.84M +8% 14.2% 61% 60
GWM
6025
Guardian Wealth Management
Illinois
$102M +$13.2M +15% 14.2% 78.2% 272
239 240
241
242 243