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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCM
3026
Bourgeon Capital Management
Connecticut
$453M +$26.5M +6% 11% 67.5% 424
PPWP
3027
Premier Path Wealth Partners
New Jersey
$452M – – 12.2% – 333
FCP
3028
Fidelis Capital Partners
Florida
$452M +$160M +55% 11.9% – 336
PAM
3029
Pinpoint Asset Management
Hong Kong
$452M +$24.8M +6% 17% 182% 90
MGIA
3030
Matthew Goff Investment Advisor
Texas
$451M +$35.3M +8% 10.4% 60.7% 94
FA
3031
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 11.4% 72.7% 272
PWS
3032
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 10.3% 18.7% 82
PFM
3033
Patton Fund Management
Texas
$450M +$81.4M +22% 13.7% 100% 100
CBFP
3034
Cedar Brook Financial Partners
Ohio
$450M +$66.7M +17% 10.7% 47% 436
BL
3035
Bleichroeder LP
New York
$450M +$44.2M +11% 13.9% 98.5% 81
CT
3036
Chicago Trust
Illinois
$450M +$51.6M +13% 9.25% 65.9% 305
TWM
3037
Thrive Wealth Management
Pennsylvania
$449M +$73.4M +20% 10.9% 66.4% 197
SWA
3038
SOA Wealth Advisors
New York
$449M +$47.1M +12% 12% 75.5% 962
HIG
3039
Heritage Investment Group
Florida
$449M +$83M +23% 9.61% 40% 100
CSNH
3040
Crow's Nest Holdings
Virginia
$449M +$55.4M +14% 21.4% 115% 10
IGWM
3041
ICA Group Wealth Management
Colorado
$448M +$92.4M +26% 10.3% – 1,339
PWA
3042
Physician Wealth Advisors
Utah
$448M +$59.2M +15% 10.8% 57.4% 169
AWM
3043
Aprio Wealth Management
Georgia
$448M +$83.9M +23% 9.19% 42.6% 217
CC
3044
Cannell Capital
Wyoming
$448M +$19.1M +4% 19.1% 130% 62
MFS
3045
McNamara Financial Services
Massachusetts
$447M +$46.4M +12% 8.1% 29.6% 67
NCM
3046
Nelson Capital Management
California
$447M +$39.1M +10% 10.4% 115% 96
TC
3047
Tetrad Corporation
Nebraska
$447M +$19.6M +5% 5.43% 65.6% 3
MCM
3048
Mudrick Capital Management
New York
$446M +$106M +31% 8.82% 687% 10
FA
3049
Financial Advisors
Massachusetts
$446M +$42.1M +10% 10.5% 51.5% 77
BBL
3050
Beck Bode LLC
Massachusetts
$446M +$54.1M +14% 15.5% 125% 156
120 121
122
123 124