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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
4451
MGB Wealth Management
Texas
$274M +$6.53M +2% 13.2% – 290
WA
4452
WP Advisors
California
$274M -$39.5M -13% 7.84% 102% 109
EFN
4453
Equita Financial Network
Pennsylvania
$274M +$34.3M +14% 6.07% – 88
CSWM
4454
Cassady Schiller Wealth Management
Ohio
$273M +$27.2M +11% 6.94% 21.7% 484
SL
4455
SOF Ltd
Cayman Islands
$273M -$4.3M -2% 1.55% 116% 1
UB
4456
Umpqua Bank
Oregon
$273M +$14.9M +6% 5.88% – 158
SFG
4457
Snider Financial Group
Washington
$273M +$14.2M +5% 5.07% 70.3% 63
TWP
4458
Tempus Wealth Planning
California
$273M +$33.6M +14% 6.79% 75.2% 229
QWM
4459
Quaker Wealth Management
New Jersey
$273M – – 4.9% – 61
NCFG
4460
New Century Financial Group
New Jersey
$273M +$37.4M +16% 5.51% – 343
KFS
4461
Kelly Financial Services
Massachusetts
$273M -$7.03M -3% 5.34% 48.6% 806
SA
4462
SAM Advisors
California
$272M -$3.85M -1% 5.75% 49.8% 47
MCM
4463
Moerus Capital Management
New York
$272M -$4.68M -2% 11.1% 237% 18
LWMM
4464
Legacy Wealth Management (Mississippi)
Mississippi
$272M +$35.5M +15% 6.03% 78.5% 97
HAM
4465
Harmony Asset Management
Arizona
$272M +$33.4M +14% 5.33% – 166
LSA
4466
Lansing Street Advisors
Pennsylvania
$272M +$31.7M +13% 6.21% – 124
BAM
4467
BOS Asset Management
Illinois
$272M +$54.7M +25% 5.33% – 170
SCI
4468
Silver Coast Investments
United States
$272M +$27.2M +11% 7.31% – 102
SAMT
4469
Select Asset Management & Trust
Pennsylvania
$272M +$20.7M +8% 7.8% 65.3% 70
BWM
4470
BNC Wealth Management
Oregon
$271M +$2.17M +0.8% 6.45% 155% 114
SFP
4471
Sterling Financial Planning
New Jersey
$271M +$24.8M +10% 7.32% 41% 109
UOIF
4472
University of Illinois Foundation
Illinois
$271M -$14.8M -5% 8.63% – 4
TBWA
4473
Three Bridge Wealth Advisors
California
$271M +$18.7M +7% 5.5% 178% 93
AW
4474
Alaethes Wealth
Nevada
$271M +$29.2M +12% 4.4% 89.4% 118
UHC
4475
Union Heritage Capital
Michigan
$271M +$16.7M +7% 6.59% 83.7% 59
177 178
179
180 181