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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WWP
3626
Waypoint Wealth Partners
California
$261M -$12.8M -5% 16.1% 52.1% 71
NOCM
3627
Night Owl Capital Management
Connecticut
$261M -$91.6M -26% 19.2% 169% 19
SWRP
3628
Summit Wealth & Retirement Planning
California
$261M -$22.6M -8% 12.9% 50.8% 120
NLP
3629
Next Level Private
New York
$260M +$137M +110% 12.9% 73.8% 191
CWM
3630
Chemistry Wealth Management
New York
$260M -$30.8M -11% 12.9% 67.4% 145
SAM
3631
Shikiar Asset Management
New York
$260M -$93.1M -26% 18.7% – 100
TVAMP
3632
Tennessee Valley Asset Management Partners
Tennessee
$260M -$35.3M -12% 14.7% 51.2% 97
BCH
3633
Berkshire Capital Holdings
California
$260M -$230M -47% 34.5% 1,213% 96
PFM
3634
Peak Financial Management
Massachusetts
$260M -$38.4M -13% 12.9% 35.9% 77
CAM
3635
Covenant Asset Management
New Jersey
$260M -$72.5M -22% 13.8% 97.6% 142
RWM
3636
Rezny Wealth Management
Florida
$260M -$47.7M -16% 15% 62% 20
CCM
3637
Cutler Capital Management
Massachusetts
$259M -$22M -8% 5.65% 10.9% 125
SFG
3638
Summit Financial Group
West Virginia
$259M -$36.3M -12% 10.3% 26.1% 216
FFG
3639
Frisch Financial Group
New York
$259M -$52.5M -17% 14.3% 55.1% 147
SAM
3640
Smithbridge Asset Management
Pennsylvania
$259M -$43M -14% 13.7% – 105
LBA
3641
Lowell Blake & Associates
Massachusetts
$259M -$6.39M -2% 14.6% 44.2% 58
4WM
3642
44 Wealth Management
Oregon
$259M -$18.6M -7% 10.4% – 185
MKC
3643
M. Kraus & Co
Vermont
$259M -$38.5M -13% 10.6% 41.3% 72
OPA
3644
Old Port Advisors
Maine
$259M -$35.3M -12% 11.2% – 232
MM
3645
Meridian Management
Arkansas
$258M -$56.9M -18% 13.4% 49.4% 86
CFS
3646
Cannon Financial Strategists
Georgia
$258M -$18.3M -7% 12.1% 34.7% 76
HLA
3647
Hamilton Lane Advisors
Pennsylvania
$258M -$189M -42% 30.8% 352% 85
SWK
3648
Stephen W. Kidder
$258M -$51.3M -17% 13.4% 68.7% 75
LRWA
3649
Long Run Wealth Advisors
New York
$258M -$28M -10% 10.8% 42.8% 97
MF
3650
Manchester Financial
California
$258M -$19.5M -7% 13.1% 46.4% 119
144 145
146
147 148