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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FSG
3851
Financial Strategies Group
Michigan
$260M +$19M +8% 4.99% 39.7% 83
MWPCG
3852
Measured Wealth Private Client Group
New Hampshire
$260M +$16.8M +7% 5.31% 62.3% 184
AFA
3853
Arlington Financial Advisors
California
$260M +$22.5M +9% 6.73% 55.6% 70
BBNB
3854
Baker Boyer National Bank
Washington
$260M +$21.3M +9% 5.74% 35.5% 81
SL
3855
SWF LLC
Nebraska
$259M -$59.4M -19% 0.51% 94.7% 2
PPW
3856
Presilium Private Wealth
Pennsylvania
$259M +$20.9M +9% 5.21% – 52
SEEDPG
3857
S.E.E.D. Planning Group
New York
$259M +$28.4M +12% 7.66% 52.5% 91
ASW
3858
Astoria Strategic Wealth
Texas
$259M +$20M +8% 4.86% 30.5% 35
BA
3859
Bridge Advisory
California
$259M +$19.5M +8% 5.5% 6.7% 138
WDG
3860
Wealth Dimensions Group
Ohio
$258M +$13.6M +6% 4.62% 45.3% 136
FCT
3861
Family Capital Trust
Massachusetts
$258M +$11.9M +5% 8.46% 44.2% 52
EECFX
3862
EnCap Energy Capital Fund XI
Texas
$258M -$24.2M -9% 8.57% 14.4% 1
JHCM
3863
Juniper Hill Capital Management
California
$258M -$58.5M -18% 2.33% 23.6% 7
FFG
3864
Frisch Financial Group
New York
$258M -$8.99M -3% 6.19% 55.1% 140
WAS
3865
Winch Advisory Services
Wisconsin
$258M +$23.3M +10% 12.1% 82.1% 463
SWM
3866
Southern Wealth Management
Texas
$258M +$8.67M +3% 6.51% 50% 61
RAM
3867
Riggs Asset Management
Pennsylvania
$258M +$14.8M +6% 5.99% 131% 392
AGM
3868
Alpine Global Management
New York
$257M -$43.4M -14% 1.66% 132% 595
WPC
3869
White Pine Capital
Minnesota
$257M +$1.16M +0.5% 6.62% 72.3% 215
HBCM
3870
Heron Bay Capital Management
Michigan
$257M +$95.8M +59% 9.9% 72% 88
RCGI
3871
Ribbit Capital GP II
California
$257M +$41.7M +19% 19.3% – 1
DI
3872
DDFG Inc
California
$257M +$15.6M +6% 5.85% – 75
SA
3873
Sicart Associates
New York
$257M -$26.5M -9% 8.41% 73% 78
OWM
3874
OneAscent Wealth Management
Alabama
$257M +$43.9M +21% 4.8% 35% 195
M2MC
3875
Matthew 25 Management Corp
Pennsylvania
$257M +$19.7M +8% 15.4% 128% 22
153 154
155
156 157