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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TWP
4351
Tempus Wealth Planning
California
$222M +$17M +8% 7.39% 75.2% 196
QWM
4352
Quaker Wealth Management
New Jersey
$221M +$7.23M +3% 2.44% – 55
PI
4353
Pettee Investors
Connecticut
$221M +$12.3M +6% 6.26% 59.9% 122
MAMHA
4354
MY.Alpha Management HK Advisors
Hong Kong
$221M -$88.1M -29% 4.78% 146% 16
OA
4355
Operose Advisors
Wisconsin
$221M +$19.3M +10% 3.68% 49.4% 362
TCM
4356
Triumph Capital Management
Colorado
$221M +$25M +13% 4.95% 32.4% 258
PWM
4357
Prentice Wealth Management
New York
$221M +$10.9M +5% 4.31% 39.5% 101
P2P
4358
Phase 2 Partners
California
$220M -$11.5M -5% 8.53% 25.2% 34
JAM
4359
JCIC Asset Management
Ontario, Canada
$220M +$5.43M +3% 8.57% 41% 110
SRSA
4360
S.R. Schill & Associates
Washington
$220M +$4.58M +2% 1.62% 27.1% 83
AAI
4361
American Assets Inc
California
$220M +$13M +6% 6.52% 7.31% 10
TA
4362
TFG Advisers
Michigan
$220M +$13.2M +6% 5.71% 61.8% 199
FAM
4363
Frontier Asset Management
Wyoming
$220M +$8.41M +4% 2.64% 29.8% 58
VW
4364
Vance Wealth
California
$220M +$33.5M +18% 5.96% 56% 84
UOC
4365
University of Chicago
Illinois
$219M -$285K -0.1% 1.11% – 6
AFG
4366
Atomi Financial Group
New York
$219M +$40.2M +22% 6.52% – 290
PIP
4367
Peachtree Investment Partners
Florida
$219M +$59M +37% 12.4% 94.4% 111
TSS
4368
Thomas Story & Son
Indiana
$219M +$12.7M +6% 5.41% 60.3% 53
RLIM
4369
Red Lighthouse Investment Management
New York
$219M +$12.2M +6% 5.35% – 97
PGWM
4370
Parisi Gray Wealth Management
New Jersey
$219M +$58M +36% 8.72% 101% 102
CA
4371
Cumberland Advisors
Florida
$219M -$24.9M -10% 5.9% 63.5% 61
FSA
4372
Financial Sense Advisors
California
$219M -$476K -0.2% 0.3% 95.2% 99
SC
4373
Sawyer & Company
Massachusetts
$219M +$33M +18% 7.01% 72.7% 180
RI
4374
Rinkey Investments
California
$219M +$27.8M +15% 2.07% 28.6% 65
TWM
4375
TriaGen Wealth Management
California
$219M +$19.6M +10% 7.36% 92.8% 185
173 174
175
176 177