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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NA
4126
Newport Asia
California
$216M +$8.07M +4% 7.96% – 4
AFT
4127
Alpha Family Trust
California
$216M +$55.3M +35% 1.4% 162% 24
QWM
4128
Quaker Wealth Management
New Jersey
$216M +$25.1M +13% 3.12% – 59
LFF
4129
Level Four Financial
Texas
$216M -$15.9M -7% 10% – 360
OPTFSNA
4130
Old Point Trust & Financial Services N A
Virginia
$215M +$20.1M +10% 9.69% 53.6% 68
MFM
4131
Mirsky Financial Management
New York
$215M +$21.1M +11% 4.56% 39.3% 47
BIA
4132
BHK Investment Advisors
Alabama
$215M +$1.05M +0.5% 4.9% 43.9% 64
AEM
4133
ACON Equity Management
District of Columbia
$215M +$102M +90% 89.6% 32.1% 1
HCM
4134
HM Capital Management
Missouri
$215M +$17.2M +9% 6.78% 29.6% 46
SC
4135
Steginsky Capital
New York
$215M +$14.7M +7% 7.73% 92.7% 8
SFG
4136
SageGuard Financial Group
Tennessee
$215M +$7.2M +3% 4.53% – 137
CCM
4137
Chicago Capital Management
Illinois
$215M +$89.4M +71% 41% 492% 43
FLA
4138
Financial Life Advisors
Texas
$215M +$21.6M +11% 1.33% 31.3% 53
MLFP
4139
MPS Loria Financial Planners
Illinois
$215M -$7.9M -4% 4.59% 55.4% 654
PGM
4140
Parian Global Management
New York
$214M -$152M -41% 35% 44.7% 72
OC
4141
One01 Capital
California
$214M -$21.3M -9% 3.21% 123% 25
SCM
4142
Stadium Capital Management
Connecticut
$214M +$13.8M +7% 17.9% 18.5% 11
ARG
4143
Advisory Resource Group
Oklahoma
$214M +$12.4M +6% 11.7% 45% 128
SI
4144
SimpliFi Inc
California
$214M -$537K -0.3% 1% 21.1% 23
DFA
4145
Delta Financial Advisors
Louisiana
$214M +$14.3M +7% 7.89% 77% 111
JSAM
4146
J. Safra Asset Management
New York
$214M +$21.2M +11% 4.61% 74% 33
AFA
4147
Atlanta Financial Associates
Georgia
$214M -$368K -0.2% 2.67% – 78
NC
4148
NovaPoint Capital
Georgia
$213M +$21.8M +11% 7.47% 64.6% 124
AFS
4149
Access Financial Services
Minnesota
$213M +$8.97M +4% 4.4% 35.5% 112
DM
4150
Diker Management
New York
$213M +$15.4M +8% 4.93% 101% 40
164 165
166
167 168