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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWA
3976
Meridian Wealth Advisors
Texas
$143M +$6.17M +4% 2.22% 67.2% 134
BWM
3977
BigSur Wealth Management
Florida
$143M -$9.14M -6% 4.07% 75.9% 109
ATC
3978
Adirondack Trust Company
New York
$143M -$2.42M -2% 3.83% 72.2% 359
OIWM
3979
OptiFour Integrated Wealth Management
Virginia
$143M +$20.8M +17% 2.76% – 79
WA
3980
Wealthstar Advisors
Texas
$143M +$6.09M +4% 3.14% – 70
MWM
3981
MinichMacGregor Wealth Management
New York
$143M +$9.98M +7% 3.67% 83.1% 50
AWM
3982
Aries Wealth Management
Maine
$143M +$9.3M +7% 3.33% 64.1% 169
PCM
3983
Perkins Capital Management
Minnesota
$143M -$9.08M -6% 5.6% 175% 128
TW
3984
Towerpoint Wealth
California
$143M -$610K -0.4% 2.4% 47.1% 58
LC
3985
LCNB Corp
Ohio
$142M +$4.27M +3% 4.47% 57.6% 140
RTC
3986
Riverview Trust Company
Washington
$142M +$10.1M +8% 2.11% 71.7% 449
ACM
3987
Alight Capital Management
New York
$142M +$6.64M +5% 8.9% 288% 63
HA
3988
Havens Advisors
New York
$142M +$39.3M +38% 14% 459% 47
DC
3989
DeDora Capital
California
$142M +$9.51M +7% 3.93% 75.5% 92
EU
3990
Emory University
Georgia
$142M -$208K -0.1% 5.99% – 51
KIP
3991
Kayak Investment Partners
California
$142M +$12.3M +9% 3.77% 27.3% 19
ACM
3992
Axel Capital Management
New York
$142M -$45.9M -24% 15.4% 193% 17
HIM
3993
Harbour Investment Management
Washington
$142M +$6.31M +5% 5.03% 63.6% 69
MS
3994
Marshall & Sullivan
Washington
$142M +$5.56M +4% 4.68% 61% 45
BT
3995
Brandywine Trust
Delaware
$142M +$28M +25% 1.07% 23% 39
LIC
3996
Laurus Investment Counsel
Canada
$142M +$13.7M +11% 7.11% 37.4% 29
PCMC
3997
Private Capital Management (Colorado)
Colorado
$141M +$6.85M +5% 3.69% 20% 105
W
3998
WealthOne
New York
$141M +$52.8M +60% 3.31% 23.4% 107
SAM
3999
Shamrock Asset Management
Texas
$141M +$15.1M +12% 2.61% 31% 272
MCP
4000
Martin Capital Partners
Oregon
$141M +$11.8M +9% 4.43% 23.1% 64
158 159
160
161 162