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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFS
6751
Widmann Financial Services
Maryland
$129M -$2.86M -2% 0.49% 54.8% 105
DWA
6752
Dougherty Wealth Advisers
Minnesota
$129M +$3.14M +2% 0.74% 60.8% 114
HWM
6753
Horizons Wealth Management
North Carolina
$129M -$223K -0.2% 2.43% 19.9% 175
II
6754
Impact Investors
California
$129M – – 1.63% – 90
MHFA
6755
Mission Hills Financial Advisory
California
$129M +$11.3M +10% 2.02% – 35
FWMM
6756
Foundation Wealth Management (Missouri)
Missouri
$129M -$3M -2% 1.15% – 47
IAIM
6757
Industrial Alliance Investment Management
Quebec, Canada
$129M -$67.6M -34% 1.98% 76.7% 15
TFP
6758
Traction Financial Partners
Wyoming
$129M +$1.21M +0.9% 0.5% – 60
FI
6759
FWG Investments
Kentucky
$129M +$13M +11% 0.91% – 140
AFM
6760
Aspetuck Financial Management
Connecticut
$128M – – 2.74% – 201
IJWM
6761
Inman Jager Wealth Management
Mississippi
$128M – – 1.3% – 80
MVA
6762
Mount Vernon Associates
Maryland
$128M +$2.27M +2% 6.07% 112% 53
CFS
6763
Coordinated Financial Services
Colorado
$128M – – 0.91% – 135
RM
6764
RCF Management
Colorado
$128M – – 1.34% – 1
CNTOF
6765
Canandaigua National Trust of Florida
New York
$128M +$11.8M +10% 1.48% – 116
LI
6766
Latash Investments
Alaska
$128M +$19.5M +18% 22.5% 125% 17
CVSC
6767
C.V. Starr & Co
New York
$128M – – 1.74% – 6
BIG
6768
Bush Investment Group
Georgia
$128M +$3.06M +2% 0.21% – 33
TA
6769
TPG Advisors
Illinois
$128M +$101K +0.1% 1.42% – 91
LCM
6770
LRT Capital Management
Texas
$128M +$20.4M +19% 2.26% 57% 105
PCMU
6771
Paragon Capital Management (Utah)
Utah
$128M -$7.71M -6% 3.1% 52.6% 86
AFR
6772
Applied Fundamental Research
Massachusetts
$128M -$23.6M -16% 12.4% 19.3% 13
CCA
6773
Cypress Capital Advisors
Tennessee
$128M – – 0.39% – 61
SFA
6774
Salus Financial Advisors
Colorado
$128M – – 0.34% – 33
VIA
6775
Virtus Investment Advisers
Connecticut
$128M +$468K +0.4% 6.27% 126% 429
269 270
271
272 273