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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LAM
6076
Lakewood Asset Management
Illinois
$129M +$6.03M +5% 8.87% – 113
FDDB
6077
Fidelity D&D Bancorp
Pennsylvania
$129M +$31.3M +32% 10.8% – 109
CA
6078
Carson Advisory
Georgia
$129M +$14.5M +13% 12.7% 55.2% 165
DWM
6079
Dopkins Wealth Management
New York
$129M -$3.53M -3% 10.8% 49.5% 60
TWM
6080
Trevian Wealth Management
Massachusetts
$128M +$19.5M +18% 12.3% 107% 34
TIA
6081
Trust Investment Advisors
Indiana
$128M +$12M +10% 14.4% 114% 113
RWM
6082
Refined Wealth Management
Utah
$128M +$16.8M +15% 21% 94.2% 26
W
6083
WealthCollab
Washington
$128M – – 9.69% – 877
CGA
6084
Channing Global Advisors
Florida
$128M +$25.6M +25% 15.3% 109% 50
MFG
6085
Mendota Financial Group
Wisconsin
$128M +$32.1M +33% 9.73% – 414
PCM
6086
Presidio Capital Management
California
$128M +$14.2M +12% 7.79% 44.2% 43
PIP
6087
PB Investment Partners
California
$128M +$11M +9% 14.7% 112% 9
JAM
6088
Jacobs Asset Management
New York
$128M -$162K -0.1% 19.2% 42.4% 39
OW
6089
Olistico Wealth
Oklahoma
$128M +$16.2M +14% 12.2% – 108
HAM
6090
Hedges Asset Management
Nevada
$128M +$13.5M +12% 15.9% 68.4% 113
DWM
6091
Dogwood Wealth Management
Kansas
$128M – – 9.77% – 611
PCMC
6092
Planning Capital Management Corporation
Pennsylvania
$128M – – 8.6% – 650
SFP
6093
Strategic Financial Planning
Texas
$128M +$19.3M +18% 10.1% 31.4% 35
ACA
6094
AYAL Capital Advisors
Ontario, Canada
$128M – – 6.11% – 34
VFG
6095
Valley Financial Group
Pennsylvania
$128M – – 7.22% – 56
SWG
6096
Summit Wealth Group
Vermont
$128M +$15.8M +14% 9.27% 37.2% 46
VF
6097
Vawter Financial
Ohio
$128M +$39.6M +45% 9.49% – 78
BC
6098
Birchview Capital
Vermont
$128M +$10.1M +9% 14.5% 103% 59
IFA
6099
Invus Financial Advisors
New York
$128M -$31.8M -20% 6.73% 29.5% 8
HP
6100
HealthInvest Partners
Sweden
$128M – – 13.6% – 45
242 243
244
245 246