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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NG
4551
NWK Group
California
$122M – – 13.5% 274% 194
SRA
4552
Summit Rock Advisors
New York
$122M +$14.3M +13% 7.84% 86% 5
BCL
4553
Bracebridge Capital LLC
Massachusetts
$122M – – 0.22% 45% 13
ADBIC
4554
A.D. Beadell Investment Counsel
Wisconsin
$122M +$5.5M +5% 4.32% 49.4% 91
ACM
4555
AUA Capital Management
Pennsylvania
$121M -$2.89M -2% 6.34% 56.7% 189
GWCM
4556
Godshalk Welsh Capital Management
Pennsylvania
$121M +$8.22M +7% 6.47% 54.9% 113
TFA
4557
TPG Financial Advisors
Oregon
$121M +$10.3M +9% 4.85% – 50
BAM
4558
Baldrige Asset Management
Pennsylvania
$121M +$8.47M +8% 5.87% 43.5% 86
IA
4559
IFG Advisors
Missouri
$121M +$13.7M +13% 7.22% 56.4% 66
MWM
4560
Moulton Wealth Management
Washington
$121M – – 1.89% 19.2% 27
HH
4561
HWG Holdings
Texas
$121M +$12.8M +12% 12.6% – 139
HFG
4562
Heron Financial Group
New York
$121M – – 7.84% 47.5% 133
BFWA
4563
Benchmark Financial Wealth Advisors
Florida
$121M +$18.8M +18% 8.37% 60.1% 38
GI
4564
GS Investments
Minnesota
$121M -$15.8M -12% 7.37% 91.3% 130
ACM
4565
Ayrshire Capital Management
Connecticut
$121M – – 8.24% 76.9% 66
JWS
4566
Juncture Wealth Strategies
Arizona
$121M +$6.93M +6% 4.91% 50.3% 103
LB
4567
Legacy Bridge
Iowa
$120M +$15.7M +15% 11.5% 132% 304
XWM
4568
Xcel Wealth Management
Florida
$120M +$12.4M +11% 10.9% 92.7% 81
FMB
4569
Field & Main Bank
Kentucky
$120M +$9.49M +9% 9.73% 94.5% 202
RRCP
4570
Rip Road Capital Partners
Massachusetts
$120M – – 15.9% 149% 14
HAC
4571
Harbor Advisory Corp
New Hampshire
$120M +$5.63M +5% 6.86% 41% 39
HWA
4572
Hillcrest Wealth Advisors
New Jersey
$120M +$3.92M +3% 7.87% 41% 41
CWA
4573
Capital Wealth Alliance
Arizona
$120M – – 5.38% 85% 399
FWM
4574
Fairhaven Wealth Management
Illinois
$120M +$13.2M +12% 7.6% – 80
IWA
4575
Intercontinental Wealth Advisors
Texas
$120M -$42.7M -26% 7.41% 46.8% 466
181 182
183
184 185