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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
4401
Chesapeake Wealth Management
Virginia
$280M -$11.2M -4% 1.2% 59% 160
LJHT
4402
Laurie J. Hall Trustee
$280M -$24.4M -8% 0.34% 82.5% 251
PGF
4403
Plan Group Financial
Oklahoma
$280M +$90.8M +48% 1.15% – 161
BFA
4404
Bill Few Associates
Pennsylvania
$280M -$4.63M -2% 1.15% 74.7% 180
NOI
4405
Newton One Investments
Delaware
$280M +$20.2M +8% 1.35% 29.9% 122
FFO
4406
Fortitude Family Office
Arizona
$280M -$315K -0.1% 2.19% – 1,308
HFA
4407
Highland Financial Advisors
New Jersey
$280M -$9.08M -3% 3.48% 48.1% 60
LCM
4408
Lynx1 Capital Management
Puerto Rico
$279M +$12.5M +5% 4.47% 1,499% 20
SW
4409
SMART Wealth
Nebraska
$279M -$1.91M -0.7% 1.05% – 174
RGC
4410
Redwood Grove Capital
California
$279M -$44M -14% 9.39% 42.3% 25
FCT
4411
Family Capital Trust
Massachusetts
$279M -$16.2M -5% 2.99% 44.2% 65
RWI
4412
Red Wave Investments
Pennsylvania
$279M -$7.03M -2% 2.14% 47.8% 107
CCIP
4413
Camrose Capital Investment Partners
United Kingdom
$279M +$188M +206% 2.89% – 9
APW
4414
Acima Private Wealth
Virginia
$279M -$18.4M -6% 0.22% 38.1% 184
EFA
4415
Evernest Financial Advisors
Indiana
$279M -$107M -28% 0.39% – 176
BWG
4416
Beta Wealth Group
California
$278M +$52.4M +23% 1.04% 34.2% 123
SCPM
4417
Sea Cliff Partners Management
California
$278M -$9.91M -3% 4.56% – 19
VWA
4418
VSM Wealth Advisory
Maryland
$278M -$2.07M -0.7% 2.21% – 533
SC
4419
Steph & Co
Wisconsin
$278M -$18.1M -6% 2.05% 45% 284
BP
4420
Bandera Partners
New York
$278M +$15.3M +6% 3.39% 57.6% 19
DP
4421
Denver PWM
Colorado
$278M +$19.5M +8% 1.11% 37.5% 236
MCM
4422
Millstreet Capital Management
Massachusetts
$278M -$1.2M -0.4% 2.17% – 3
SP
4423
Sequent Planning
Nebraska
$278M +$5.28M +2% 1.22% – 153
TPC
4424
Tiger Pacific Capital
New York
$278M -$96.3M -26% 18.6% 113% 17
BWM
4425
BNC Wealth Management
Oregon
$278M -$26.5M -9% 7.23% 155% 109
175 176
177
178 179