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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWA
2976
Meridian Wealth Advisors
Texas
$399M +$11.5M +3% 5.71% 67.2% 196
ISB
2977
Iowa State Bank
Iowa
$399M +$872K +0.2% 4.35% 59.6% 117
BGC
2978
Blue Grotto Capital
Georgia
$399M -$16.1M -4% 12.6% 265% 23
SAM
2979
Smithbridge Asset Management
Pennsylvania
$399M +$22.4M +6% 7.09% – 144
FA
2980
Fiduciary Alliance
South Carolina
$398M +$11.8M +3% 5.33% – 942
CT
2981
Chicago Trust
Illinois
$398M -$2.4M -0.6% 5.47% 65.9% 325
GEA
2982
Glen Eagle Advisors
New Jersey
$398M +$32.1M +9% 5.57% 62.2% 1,230
TP
2983
Thunderbird Partners
United Kingdom
$398M -$16.2M -4% 11.3% 38.2% 13
PSC
2984
Portman Square Capital
United Kingdom
$398M +$193M +95% 0.87% – 181
PWMG
2985
Prestige Wealth Management Group
New Jersey
$398M +$14.2M +4% 4.79% 47.7% 1,180
ARC
2986
Advisor Resource Council
Texas
$397M +$229M +136% 7.74% 54.7% 275
HP
2987
Hound Partners
New York
$397M +$59.1M +17% 9.64% 32.3% 16
WLIM
2988
White Lighthouse Investment Management
Massachusetts
$397M +$28.9M +8% 6.92% 46.9% 115
SA
2989
Scarborough Advisors
Maryland
$397M +$23.6M +6% 5.62% 44.6% 76
KNW
2990
Kesler Norman & Wride
Utah
$397M +$8.45M +2% 2.98% 53.7% 158
DMC
2991
Drexel Morgan & Co
Pennsylvania
$397M -$89.5M -18% 6.28% 35.7% 45
GFG
2992
Greystone Financial Group
Michigan
$397M +$56.4M +17% 2.23% 49.7% 102
ETH
2993
Exos TFP Holdings
New York
$397M +$36.1M +10% 8.92% – 622
CIA
2994
Compass Ion Advisors
Pennsylvania
$396M +$6.94M +2% 2.84% 53.2% 77
PSP
2995
Principal Street Partners
Tennessee
$396M -$1.22M -0.3% 4.12% 65.5% 255
CBA
2996
Coastal Bridge Advisors
Connecticut
$396M +$43.2M +12% 17.8% 168% 183
AWC
2997
Abundance Wealth Counselors
Pennsylvania
$395M +$28M +8% 6.75% 97.8% 159
FA
2998
Financial Advisors
Massachusetts
$395M +$28.9M +8% 6.43% 51.5% 83
PWS
2999
Private Wealth Strategies
Ohio
$395M +$20.1M +5% 5.38% 18.7% 78
NCM
3000
Noesis Capital Mangement
Florida
$395M +$43M +12% 9.11% 91% 111
118 119
120
121 122