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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FRA
4126
Front Row Advisors
California
$195M +$6.15M +3% 14.5% 129% 940
SMR
4127
SIH MPH Rollover
New York
$195M – – 22% – 1
AFWM
4128
AMJ Financial Wealth Management
Virginia
$195M +$25.2M +15% 14.7% 139% 82
SC
4129
Shay Capital
New York
$195M – – 14.9% 62.4% 230
BCP
4130
Berkeley Capital Partners
Georgia
$195M +$31.4M +19% 9.93% 45.8% 124
MFM
4131
Mirsky Financial Management
New York
$194M +$17.6M +10% 8.81% 39.3% 39
JFG
4132
Jefferies Financial Group
New York
$194M +$53.6M +38% 21.5% 16% 10
HIS
4133
Harvest Investment Services
Illinois
$194M +$19.8M +11% 15.5% 188% 257
CCC
4134
Chelsea Counsel Company
California
$194M +$25.1M +15% 10.9% 54.6% 94
NCM
4135
New Capital Management
Texas
$194M +$103M +114% 10.3% – 155
VCM
4136
Voce Capital Management
California
$194M +$36.9M +23% 31.8% 69.2% 12
FWM
4137
Foresight Wealth Management
Utah
$194M +$36.4M +23% 5.78% 5.82% 119
UIA
4138
UBP Investment Advisors
Switzerland
$194M +$64.6M +50% 9.11% 11.2% 82
BA
4139
Ballast Advisors
Minnesota
$194M +$33.7M +21% 13.5% 64.9% 179
OWP
4140
Old Well Partners
North Carolina
$194M +$87M +81% 44.3% 93.1% 56
CPIM
4141
Coalescence Partners Investment Management
New York
$194M – – 48.3% – 10
FLI
4142
Family Legacy Inc
South Carolina
$194M +$16.7M +9% 11.1% 61% 116
BWM
4143
Biltmore Wealth Management
Arizona
$194M +$21.1M +12% 7.48% 44.5% 47
VIM
4144
VCU Investment Management
Virginia
$194M -$14.9M -7% 6.42% 3.26% 10
SSWG
4145
Seven Springs Wealth Group
Tennessee
$193M +$34.4M +22% 12.5% 51.4% 280
AB
4146
Atlas Brown
Kentucky
$193M +$24.3M +14% 13.5% 77.1% 164
MA
4147
Modus Advisors
Minnesota
$193M +$19.3M +11% 10.3% 70.4% 88
HCA
4148
Horan Capital Advisors
Ohio
$193M +$16.6M +9% 13.4% 26.6% 306
FLA
4149
Financial Life Advisors
Texas
$193M +$2.21M +1% 9.52% 31.3% 51
PHAM
4150
Palisades Hudson Asset Management
Florida
$193M +$38.2M +25% 19.6% 50.1% 109
164 165
166
167 168