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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PJWM
6051
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 6.27% – 86
VWA
6052
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 6.07% – 631
LHCM
6053
Lloyd Harbor Capital Management
New York
$141M -$17.2M -11% 7.72% – 21
CTFG
6054
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 9.49% – 105
KAM
6055
Kopion Asset Management
Texas
$141M +$10.3M +8% 8.8% 95.6% 18
LI
6056
Latash Investments
Alaska
$141M +$1.84M +1% 17.7% 125% 21
RB
6057
Renasant Bank
Mississippi
$141M +$15.1M +12% 8.55% 53.2% 191
AWA
6058
Adapt Wealth Advisors
Georgia
$140M – – 6.89% – 49
LP
6059
Lexington Partners
New York
$140M -$12M -8% 5.14% 2.17% 9
JPC
6060
Jabodon PT Co
Nevada
$140M +$10.3M +8% 7.99% 41.4% 4
ALWM
6061
Andrews Lucia Wealth Management
California
$140M +$10.8M +8% 7.54% 45.6% 28
MFA
6062
Millington Financial Advisors
Illinois
$140M +$15.4M +12% 9.96% – 83
BWM
6063
BlackDiamond Wealth Management
New York
$140M +$4.16M +3% 7.06% 51% 146
DC
6064
Deere & Company
Illinois
$140M -$7.77M -5% 7.06% – 3
FFG
6065
Foundry Financial Group
New Hampshire
$140M +$22.1M +19% 5.64% – 60
AIMA
6066
Ables Iannone Moore & Associates
Georgia
$140M +$8.88M +7% 14.3% – 309
MIM
6067
Merrion Investment Management
New Jersey
$140M +$12.6M +10% 10.4% 108% 100
VIA
6068
Virtus Investment Advisers
Connecticut
$140M +$6.35M +5% 14.1% 126% 399
SI
6069
Stash Investments
New York
$140M +$16.8M +14% 4.83% – 5
CAM
6070
Costello Asset Management
Pennsylvania
$140M +$19.2M +16% 9.46% 53.6% 188
SAG
6071
Spotlight Asset Group
Illinois
$140M +$29.5M +27% 8.02% – 273
CFG
6072
Cosner Financial Group
Colorado
$140M +$21.2M +18% 6.85% – 34
AA
6073
Armor Advisors
New York
$139M +$35.8M +35% 16.1% 42.7% 15
CWMGP
6074
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$139M +$33.6M +32% 6.21% 52.8% 73
MFA
6075
McClarren Financial Advisors
Pennsylvania
$139M +$7.98M +6% 7.65% 49.4% 428
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