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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LC
6151
Lakehouse Capital
Australia
$125M +$14.2M +13% 18.1% 187% 14
LWM
6152
Lionsbridge Wealth Management
Florida
$125M +$19.6M +19% 7.43% 46.2% 57
HP
6153
Highlander Partners
Texas
$125M +$23.8M +24% 16.2% 185% 26
VF
6154
VitalStone Financial
Texas
$125M +$6.63M +6% 8.17% – 621
OFS
6155
Orrstown Financial Services
Pennsylvania
$125M – – 11.2% – 74
PCMU
6156
Paragon Capital Management (Utah)
Utah
$125M +$7.84M +7% 9.89% 52.6% 76
MFFIA
6157
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$125M +$6.46M +5% 6.65% – 69
MFA
6158
Millington Financial Advisors
Illinois
$125M +$13.4M +12% 10.8% – 86
ECP
6159
Epacria Capital Partners
Colorado
$125M +$4.08M +3% 4.93% – 64
PBK
6160
Peoples Bank (Kansas)
Kansas
$125M +$7.93M +7% 8.83% – 277
AA
6161
Atmos Advisory
Pennsylvania
$125M +$7.64M +7% 8.13% 21% 21
HIA
6162
Harvest Investment Advisors
Florida
$125M +$13M +12% 12.3% – 52
2P
6163
26North Partners
New York
$124M +$5M +4% 12.1% – 3
IW
6164
Imprint Wealth
South Carolina
$124M +$6.19M +5% 8.66% – 166
TVM
6165
True Vision MN
Minnesota
$124M – – 9.81% – 86
CM
6166
CM Management
Florida
$124M +$30.2M +32% 25.6% 99.5% 77
LFA
6167
Longview Financial Advisors
Alabama
$124M – – 5.82% – 39
LFA
6168
Legend Financial Advisors
Pennsylvania
$124M +$7.22M +6% 11.3% 62.3% 207
OCMH
6169
Oxbow Capital Management (HK)
Hong Kong
$124M -$16.4M -12% 12.4% 581% 3
DJYG
6170
David J. Yvars Group
Florida
$124M +$4.47M +4% 14.3% 126% 86
AA
6171
Axiom Advisory
California
$124M +$13.2M +12% 10.4% 16.4% 39
HSWS
6172
Higgins & Schmidt Wealth Strategies
Colorado
$124M – – 9.89% – 43
NLVP
6173
New Leaf Venture Partners
New York
$124M +$46.3M +59% 93.9% 15.2% 12
AWM
6174
Avondale Wealth Management
Texas
$124M +$10.2M +9% 11.5% 60.6% 134
CIG
6175
Cascade Investment Group
Colorado
$124M +$17.9M +17% 12% – 137
245 246
247
248 249