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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CW
4226
Channel Wealth
California
$307M +$3.39M +1% 0.51% – 178
BIC
4227
B&I Capital
Switzerland
$307M -$38.1M -11% 7.19% 4.26% 34
TAS
4228
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 2.94% 77.7% 20
CD
4229
Chapin Davis
Maryland
$307M -$2.11M -0.7% 2.65% – 232
PWP
4230
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 0.3% – 152
PB
4231
Prime Buchholz
New Hampshire
$306M – – 3% – 31
DAM
4232
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 6.08% – 26
DSA
4233
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 1.6% 59.6% 73
PFP
4234
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 6.87% 16.6% 9
T
4235
TrueFG
Texas
$306M +$237K +0.1% 2.06% 36.4% 54
RW
4236
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 2.47% – 70
HWP
4237
Highline Wealth Partners
California
$306M +$6.92M +2% 3.99% 88.6% 674
WTFG
4238
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 2.29% 81% 92
CWA
4239
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 1.21% 60.1% 87
CA
4240
Crossingbridge Advisors
New York
$306M +$174M +133% 0.05% – 95
WHAM
4241
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 3.9% 92.1% 27
HH
4242
HWG Holdings
Texas
$305M +$14.7M +5% 7.6% – 57
LEFP
4243
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 2.26% – 61
BTD
4244
BankPlus Trust Department
Mississippi
$305M – – 1.55% – 471
MWM
4245
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 0.81% 51.9% 107
RBWA
4246
RFG - Bristol Wealth Advisors
Massachusetts
$305M – – 2.22% – 159
LJHT
4247
Laurie J. Hall Trustee
$305M -$10.9M -3% 1.8% 82.5% 264
GJIA
4248
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 0.63% – 874
NC
4249
Nvidia Corp
California
$305M -$128M -30% 2.35% – 8
HAC
4250
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 0.68% 41% 93
168 169
170
171 172