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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WBC
4326
West Branch Capital
Massachusetts
$269M +$21.3M +9% 10.3% 126% 438
HFA
4327
Highland Financial Advisors
New Jersey
$269M +$19.1M +8% 2.47% 48.1% 58
PM
4328
Phraction Management
Connecticut
$269M +$13.4M +5% 4.28% 62.9% 68
FFM
4329
Flagstone Financial Management
Nebraska
$269M +$10M +4% 0.71% – 45
FUBT
4330
First United Bank & Trust
Maryland
$269M -$1.38M -0.5% 2.14% 60.4% 423
AI
4331
Auour Investments
Massachusetts
$269M -$2.47M -0.9% 0.88% – 82
SM
4332
Samjo Management
New York
$268M -$15.8M -6% 1.47% – 58
NFSG
4333
Newbridge Financial Services Group
Florida
$268M +$39.4M +17% 7.26% 132% 1,259
FCAM
4334
First Citizens Asset Management
North Carolina
$268M -$76M -22% 1.28% – 38
HKIM
4335
Hayek Kallen Investment Management
Alabama
$268M +$7.27M +3% 4.27% 70.8% 95
BFA
4336
BBJS Financial Advisors
Washington
$268M -$12.2M -4% 2.48% – 189
SCM
4337
Seascape Capital Management
New Hampshire
$268M -$921K -0.3% 0.84% 68.6% 107
SIA
4338
Sovereign Investment Advisors
Arizona
$268M -$21.7M -7% 0.4% 33.2% 34
TFIPS
4339
Towarzystwo Funduszy Inwestycyjnych PZU SA
$268M +$31.8M +13% 7.48% – 589
BFA
4340
Beacon Financial Advisory
Ohio
$268M +$62.2M +30% 2.1% 54.9% 299
NIM
4341
Nicollet Investment Management
Minnesota
$268M -$3.17M -1% 5.38% 97.6% 70
CYG
4342
Clean Yield Group
Vermont
$268M +$10.7M +4% 3.42% 41.3% 404
LC
4343
LCNB Corp
Ohio
$268M -$8.72M -3% 1.92% 57.6% 183
SGA
4344
Sector Gamma AS
Norway
$268M -$87.1M -25% 4.67% 19.7% 30
BI
4345
Bulldog Investors
New Jersey
$268M -$35M -12% 1.87% 28.5% 182
VM
4346
VPR Management
Texas
$268M -$92.8M -26% 1.13% 39.2% 54
MPW
4347
Monterey Private Wealth
California
$267M +$18.4M +7% 2.96% 29.8% 124
FAP
4348
Financial Advisory Partners
Florida
$267M +$8.63M +3% 1.15% 39.3% 70
MWM
4349
MGB Wealth Management
Texas
$267M +$21.2M +9% 5.59% – 281
EWM
4350
Elevatus Welath Management
New York
$267M +$13.8M +5% 5.12% – 125
172 173
174
175 176