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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WTFG
4151
Wells Trecaso Financial Group
Ohio
$304M +$14.8M +5% 5.94% 81% 93
BIG
4152
Brooklyn Investment Group
New York
$304M +$71.5M +31% 6.82% – 1,040
FI
4153
Fosun International
China
$304M +$7.4M +2% 8.57% 3.77% 57
CW
4154
Channel Wealth
California
$304M +$27.6M +10% 3.94% – 178
DBRC
4155
D.B. Root & Company
Pennsylvania
$303M +$10.3M +4% 6.91% 52% 200
BRA
4156
Biechele Royce Advisors
Indiana
$303M +$7.23M +2% 5.4% 39.2% 58
MWM
4157
MorganRosel Wealth Management
Colorado
$303M +$20.1M +7% 7.16% 51.9% 110
PWP
4158
Precedent Wealth Partners
Texas
$303M +$54.9M +22% 6.51% – 151
AAM
4159
Arohi Asset Management
Singapore
$303M +$59.9M +25% 18.8% – 5
FFO
4160
Fiduciary Family Office
Florida
$303M +$49.5M +20% 8.48% – 213
PGWM
4161
Parisi Gray Wealth Management
New Jersey
$303M +$23.9M +9% 6.24% 101% 116
FCG
4162
Fielder Capital Group
Tennessee
$303M +$42.5M +16% 7.08% – 222
GA
4163
GSG Advisors
New Jersey
$302M +$19.3M +7% 6.46% – 116
NFGCM
4164
Norman Fields Gottscho Capital Management
New York
$302M +$16.3M +6% 8.54% 85% 63
TB
4165
Terril Brothers
Missouri
$302M +$23.4M +8% 9.56% 52.7% 62
PSC
4166
Portman Square Capital
United Kingdom
$302M +$4.77M +2% 0.1% – 157
FAM
4167
Frontier Asset Management
Wyoming
$302M +$26.2M +10% 6.47% 29.8% 67
GCA
4168
Gradient Capital Advisors
California
$302M +$22.2M +8% 6.34% 57% 148
GJIA
4169
Glass Jacobson Investment Advisors
Maryland
$302M +$27.1M +10% 7.06% – 794
SEEDPG
4170
S.E.E.D. Planning Group
New York
$302M +$26.5M +10% 8.96% 52.5% 77
GCM
4171
GoodHaven Capital Management
New Jersey
$302M +$29.2M +11% 13.2% 108% 26
APWM
4172
Argonautica Private Wealth Management
Massachusetts
$302M +$9.35M +3% 6% – 204
ECAM
4173
East Coast Asset Management
Massachusetts
$301M +$26.1M +10% 14.5% 129% 73
NIA
4174
NIA Impact Advisors
California
$301M +$22.9M +8% 9.82% – 110
DC
4175
Defender Capital
North Carolina
$301M +$8.46M +3% 9.98% 102% 38
165 166
167
168 169