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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TFA
4326
TPG Financial Advisors
Oregon
$101M -$20.5M -17% 13.6% – 49
BWA
4327
Beam Wealth Advisors
Louisiana
$101M -$6.49M -6% 16.8% 45.4% 180
BP
4328
BFAM Partners
Hong Kong
$101M +$25.1M +33% 0.72% 18.2% 15
ABP
4329
Arthur B. Page
$101M -$23.3M -19% 14.4% 40.4% 61
CA
4330
Centerpoint Advisors
Massachusetts
$101M -$35.2M -26% 22.8% 62.2% 302
MHR
4331
Matthew Hamilton Rosenberg
$101M – – 14.8% 38.7% 328
HA
4332
Harborview Advisors
Maine
$100M -$30.1M -23% 19.9% 27.1% 97
SFPG
4333
Stonebridge Financial Planning Group
Florida
$100M -$10.3M -9% 15.7% 56% 434
KLCM
4334
KG&L Capital Management
Louisiana
$100M -$16.1M -14% 19.2% 67.6% 101
XSC
4335
X-Square Capital
Puerto Rico
$100M -$69.6M -41% 33.5% 118% 90
HWA
4336
Hillcrest Wealth Advisors
New Jersey
$100M -$19.9M -17% 20.7% 41% 44
AC
4337
Antara Capital
New York
$100M -$7.91M -7% 1.88% 17.6% 47
WFA
4338
Wade Financial Advisory
California
$100M -$12.8M -11% 20.4% 15.9% 67
CWA
4339
Clarus Wealth Advisors
Arizona
$100M -$51.3M -34% 14.9% – 155
NCM
4340
Northwest Capital Management
Oregon
$100M -$9.45M -9% 12.5% 47.6% 63
RIM
4341
Reliant Investment Management
Tennessee
$100M -$42.1M -30% 17.5% 98.8% 61
PIP
4342
Peachtree Investment Partners
Florida
$99.9M -$44.9M -31% 14.2% 94.4% 82
LA
4343
Legacy Advisors
Pennsylvania
$99.9M -$57.7M -37% 20.1% 95.6% 140
CAM
4344
Chou Associates Management
Ontario, Canada
$99.9M -$73.8M -42% 33.7% 92% 20
IIM
4345
Ironwood Investment Management
Massachusetts
$99.9M -$44.9M -31% 24.4% 140% 171
BWM
4346
Benchmark Wealth Management
Connecticut
$99.9M -$16M -14% 13.7% 42.7% 51
BMC
4347
Beaton Management Company
Massachusetts
$99.9M -$27.6M -22% 18% 76.1% 122
AA
4348
Argent Advisors
Louisiana
$99.8M -$33.9M -25% 20.5% 42% 597
RCC
4349
Red Cedar Capital
Nebraska
$99.8M -$31.5M -24% 23.3% 43.2% 149
MP
4350
Marcho Partners
United Kingdom
$99.7M -$46.6M -32% 5.28% 165% 12
172 173
174
175 176