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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JWS
4576
Juncture Wealth Strategies
Arizona
$158M +$13.2M +9% 13.5% 50.3% 111
FBT
4577
First Bank & Trust
South Dakota
$158M +$7.38M +5% 12.6% 60% 422
SFPG
4578
Stonebridge Financial Planning Group
Florida
$158M +$18.8M +14% 11.9% 56% 413
OCM
4579
Orser Capital Management
Texas
$158M +$31.3M +25% 12.7% 123% 92
CPFP
4580
Clear Perspectives Financial Planning
Ohio
$158M – – 6.72% – 187
LWMM
4581
Legacy Wealth Management (Mississippi)
Mississippi
$158M +$12.7M +9% 13.5% 78.5% 102
KMWM
4582
Keudell/Morrison Wealth Management
Oregon
$158M +$2.03M +1% 13.7% 42.6% 158
KPWG
4583
KFA Private Wealth Group
Virginia
$158M +$24.1M +18% 11.6% 45% 73
SCM
4584
Salem Capital Management
Massachusetts
$157M +$19.3M +14% 14.6% 32.3% 67
HH
4585
HWG Holdings
Texas
$157M +$50.6M +47% 14.1% – 139
CHA
4586
Carmichael Hill & Associates
Maryland
$157M +$18.9M +14% 13.1% 37.5% 704
TWM
4587
Triton Wealth Management
Arizona
$157M +$38M +32% 15.3% – 96
SR
4588
Swiss Re
Switzerland
$157M +$15.8M +11% 11.1% 8.79% 2
ANHIM
4589
Alan N. Hoffman Investment Management
Massachusetts
$157M – – 10.3% 89% 11
PWM
4590
Pacific Wealth Management
California
$157M – – 6.9% 30.5% 11
PLU
4591
Performa Ltd (US)
South Carolina
$157M +$39.6M +34% 13.1% 49.1% 39
SWM
4592
Soundmark Wealth Management
Washington
$157M – – 16.8% 17.1% 60
V
4593
ValueWorks
New York
$157M +$38M +32% 206% 110% 33
HS
4594
HighVista Strategies
Massachusetts
$157M +$19.3M +14% 16.5% 176% 147
CCM
4595
Consolidated Capital Management
California
$157M -$34.5M -18% 12.9% 125% 33
FWM
4596
Filbrandt Wealth Management
Wisconsin
$156M +$28.7M +22% 19% – 195
FCCM
4597
First City Capital Management
Georgia
$156M -$113M -42% 10.6% 59.1% 203
EHI
4598
Eagle Health Investments
Connecticut
$156M – – 11.9% 134% 24
MA
4599
Mezzasalma Advisors
New Jersey
$156M – – 27.3% 167% 93
ACM
4600
AREX Capital Management
New York
$156M +$555K +0.4% 30.1% 9.3% 12
182 183
184
185 186