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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CP
4676
Canopy Partners
Ohio
$262M +$29.6M +13% 2.18% – 228
ACM
4677
Aster Capital Management
United Arab Emirates
$262M -$200M -43% 2.68% – 1,621
ATC
4678
Adirondack Trust Company
New York
$262M +$2.27M +0.9% 0.77% 72.2% 502
OCM
4679
Ovata Capital Management
Hong Kong
$262M +$25.7M +11% 14.2% 81.2% 44
DG
4680
Daventry Group
New York
$262M +$10.4M +4% 3.13% 12.9% 10
NFG
4681
Northeast Financial Group
Pennsylvania
$262M +$2.04M +0.8% 1.41% 28.4% 85
CP
4682
Cornerstone Planning
North Carolina
$262M – – 1.45% – 112
HPM
4683
Hoxton Planning & Management
West Virginia
$262M +$3.42M +1% 0.39% – 215
CGFA
4684
Colton Groome Financial Advisors
North Carolina
$262M -$5.71M -2% 0.6% 49.2% 135
APTFM
4685
AGUR Provident & Training Funds Management
Israel
$261M -$67.1M -20% 2.84% 72.4% 24
VC
4686
Veery Capital
Delaware
$261M -$5.25M -2% 0.59% 45.5% 99
PWMG
4687
Private Wealth Management Group
New Jersey
$261M +$8.01M +3% 0.24% – 1,598
KFSC
4688
Keystone Financial Services (Colorado)
Colorado
$261M +$3.31M +1% 0.36% 53.5% 108
ISFAN
4689
Investor's Fiduciary Advisor Network
Washington
$261M – – 0.08% – 199
SPI
4690
Santori & Peters Inc
Pennsylvania
$261M +$9.01M +4% 2.68% 88% 68
T
4691
Tidemark
California
$261M +$17.3M +7% 0.03% – 689
RW
4692
Rede Wealth
Virginia
$261M -$486K -0.2% 0.56% 84.2% 106
SFS
4693
Shaker Financial Services
Virginia
$261M -$4.31M -2% 3.13% 7.48% 185
AP
4694
Affinity Partners
Florida
$261M – – 0.82% – 1
BMWM
4695
Brown Miller Wealth Management
Virginia
$261M +$3.47M +1% 2.18% 102% 134
ACM
4696
Aurdan Capital Management
Pennsylvania
$261M – – 2.07% – 80
HCM
4697
Highview Capital Management
Illinois
$260M +$14.4M +6% 4.28% 80.5% 130
LOAMU
4698
Lombard Odier Asset Management (USA)
New York
$260M -$8.81M -3% 0.18% 8.43% 341
4WM
4699
44 Wealth Management
Oregon
$260M -$24M -8% 2.14% – 202
GC
4700
GPI Capital
New York
$260M -$78.9M -23% 6.27% 259% 5
186 187
188
189 190