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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LIM
6351
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 2.23% 62.1% 9
UIA
6352
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 26.5% 145% 265
VWWMG
6353
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 6.25% – 367
VBCG
6354
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 9.99% 75.8% 123
FIC
6355
FCG Investment Company
Tennessee
$125M +$23M +23% 20.8% – 102
AA
6356
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 3.14% 21% 21
MFG
6357
Mosaic Financial Group
Illinois
$125M – – 8.01% – 129
SPWG
6358
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 7.12% 40% 85
LAS
6359
LWM Advisory Services
Florida
$125M +$11M +10% 9.21% 61.3% 91
SM
6360
Salzhauer Michael
$125M +$13.3M +12% 1.04% 34.9% 87
SIA
6361
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 16.7% – 88
BA
6362
Brightwater Advisory
Florida
$125M +$6.08M +5% 6.62% – 66
PWA
6363
Primoris Wealth Advisors
Florida
$124M +$18.5M +17% 10.7% 84.8% 102
AWP
6364
Avid Wealth Partners
Texas
$124M +$23.6M +23% 8.81% – 43
CCM
6365
Chaney Capital Management
Washington
$124M +$12M +11% 9.12% – 32
GIM
6366
Guardian Investment Management
California
$124M +$5.63M +5% 10.6% 64.9% 58
CV
6367
Counterweight Ventures
North Carolina
$124M +$14.2M +13% 11.8% – 65
QM
6368
QVIDTVM Management
Texas
$124M +$5.46M +5% 6.48% 1.78% 12
OIM
6369
Oracle Investment Management
Connecticut
$124M +$32.6M +36% 26.4% 540% 24
KAM
6370
Kraft Asset Management
Tennessee
$124M +$5.45M +5% 6.45% 41% 44
CNWM
6371
Clay Northam Wealth Management
California
$124M +$11.8M +10% 8.74% 85.6% 91
SWM
6372
Schwallier Wealth Management
Michigan
$124M +$3.49M +3% 6.62% – 38
KCM
6373
KRS Capital Management
Michigan
$124M +$16.5M +15% 23.1% 184% 122
EFP
6374
Envision Financial Planning
Tennessee
$124M +$9.69M +8% 3.39% – 33
ZC
6375
Zeit Capital
Colorado
$124M +$7.22M +6% 6.01% 42.8% 30
253 254
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