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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HCM
6026
Helios Capital Management
Singapore
$142M +$16M +13% 16.3% – 49
PSC
6027
Prentiss Smith & Co
Vermont
$142M +$8M +6% 8.38% 50.7% 73
KFG
6028
Kingdom Financial Group
Arizona
$142M +$27.5M +24% 4.45% – 92
AW
6029
Apricus Wealth
South Carolina
$142M +$10.9M +8% 7.4% 62.2% 95
BCM
6030
Brigade Capital Management
New York
$142M -$1.12M -0.8% 2.47% 6.04% 32
CA
6031
Carson Advisory
Georgia
$142M +$13.6M +11% 8.41% 55.2% 176
VCWA
6032
Vanguard Capital Wealth Advisors
Colorado
$142M +$18.5M +15% 12.8% 130% 164
FWA
6033
FSC Wealth Advisors
New York
$142M +$5.52M +4% 6.18% 37.5% 312
AA
6034
Aufman Associates
Pennsylvania
$142M +$9.54M +7% 7.32% 52.3% 46
FRA
6035
FFG Retirement Advisors
Colorado
$142M +$12.5M +10% 4.71% – 48
TVM
6036
True Vision MN
Minnesota
$142M +$17.5M +14% 5.68% – 107
RWM
6037
Refined Wealth Management
Utah
$142M +$13.7M +11% 11.3% 94.2% 29
GC
6038
Gould Capital
Washington
$142M +$5.2M +4% 4.67% 50.2% 204
MWM
6039
Massachusetts Wealth Management
Massachusetts
$142M +$18M +15% 10.4% – 91
RFS
6040
Richardson Financial Services
Massachusetts
$142M +$27.7M +24% 6.98% – 646
SNBOSCI
6041
Security National Bank of Sioux City Iowa
Iowa
$142M +$9.37M +7% 9.35% – 91
PAWA
6042
Palo Alto Wealth Advisors
California
$142M +$9.57M +7% 7.66% – 43
SIM
6043
Sterling Investment Management
Arizona
$142M +$5.49M +4% 6.37% 39.6% 65
TC
6044
Tenret Company
Florida
$142M +$15.1M +12% 5.1% – 30
CS
6045
Capital Square
Tennessee
$142M +$53.2M +60% 5.75% 37% 161
LIWM
6046
Long Island Wealth Management
New York
$142M +$1.4M +1% 7.33% – 434
LI
6047
LHM Inc
Utah
$142M +$21M +17% 9.11% – 15
AWA
6048
Archvest Wealth Advisors
California
$141M +$8.77M +7% 3.59% 31.4% 61
MA
6049
Marquette Associates
Illinois
$141M +$41.9M +42% 5.18% – 37
DFA
6050
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 6.07% 46.1% 75
240 241
242
243 244