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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FWMM
6401
Foundation Wealth Management (Missouri)
Missouri
$123M +$10.8M +10% 7.36% – 41
LG
6402
LAM Group
Oregon
$123M +$12.8M +12% 3.37% – 126
SFG
6403
Sowa Financial Group
Rhode Island
$123M +$0 0% 3.32% 52.5% 30
YEPV
6404
Yorktown Energy Partners VIII
New York
$122M +$2.47M +2% 25.9% 15.2% 2
HFS
6405
Hoge Financial Services
Pennsylvania
$122M +$22.7M +23% 7.26% – 55
MA
6406
Mosaic Advisors
Texas
$122M -$46M -27% 3.27% 30.3% 18
VWMG
6407
Virginia Wealth Management Group
Virginia
$122M +$7.97M +7% 5.58% 36.5% 55
PI
6408
Pachira Investments
California
$122M +$9.09M +8% 8.8% 73.1% 46
RCM
6409
Richardson Capital Management
Wisconsin
$122M +$19.4M +19% 8.74% – 187
ICMP
6410
Integrated Capital Management (Pennsylvania)
Pennsylvania
$122M +$4.35M +4% 4.63% 21.9% 84
CFAM
6411
Center For Asset Management
Florida
$122M +$12.5M +11% 8.46% 41% 107
GF
6412
Gimbal Financial
Indiana
$122M +$22.5M +23% 11.1% – 48
PIS
6413
POM Investment Strategies
North Carolina
$122M +$13.1M +12% 7.37% – 265
FF
6414
Farrell Financial
New York
$122M +$22.1M +22% 5.79% – 72
UMC
6415
UNC Management Company
North Carolina
$122M -$11.9M -9% 10.2% 74.7% 3
GC
6416
Grizzlyrock Capital
Illinois
$122M -$11.2M -8% 6.64% – 23
FFA
6417
Frazier Financial Advisors
Ohio
$122M +$7.88M +7% 7.55% – 1,011
SWA
6418
Safir Wealth Advisors
New Hampshire
$122M +$10.7M +10% 6.13% 40% 17
OF
6419
Outfitter Financial
Maine
$122M +$7.39M +6% 10.3% 71.1% 88
DSCM
6420
Del-Sette Capital Management
New York
$122M +$8.05M +7% 9.66% 85.3% 41
F4L
6421
Fortune 45 LLC
Louisiana
$122M +$12.4M +11% 8.91% 64.3% 26
WFS
6422
Walker Financial Services
Kentucky
$122M +$25M +26% 2.3% 12.5% 31
RA
6423
RiverPark Advisors
New York
$122M +$13.1M +12% 11.4% 113% 135
EB
6424
Exchange Bank
California
$122M +$6.23M +5% 7.52% – 116
DAM
6425
Doheny Asset Management
California
$122M +$19.6M +19% 14.7% 131% 73
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