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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TPWM
4726
Twelve Points Wealth Management
Massachusetts
$211M +$10M +5% 8.11% 35.2% 175
WGCA
4727
Wolf Group Capital Advisors
Virginia
$211M -$565K -0.3% 9.83% 28.2% 110
RW
4728
Rede Wealth
Virginia
$211M +$11.3M +6% 6.04% 84.2% 91
IB
4729
Iyo Bank
Japan
$211M +$27.1M +15% 14.1% 104% 32
S
4730
Sachetta
Massachusetts
$211M – – 10.5% – 1,150
MIM
4731
Meros Investment Management
Texas
$211M +$27.1M +15% 15.1% 59.1% 44
FWM
4732
FSA Wealth Management
Massachusetts
$211M +$32M +18% 11.1% – 615
GSC
4733
G&S Capital
Colorado
$211M +$14.4M +7% 8.85% 50.8% 127
TDWM
4734
Topel & Distasi Wealth Management
California
$211M +$19.8M +10% 9.55% 33.8% 74
SPI
4735
Santori & Peters Inc
Pennsylvania
$210M +$24.3M +13% 13.6% 88% 59
GBI
4736
GP Brinson Investments
Illinois
$210M +$79.4M +61% 8.87% 38.1% 16
BWM
4737
Biltmore Wealth Management
Arizona
$210M +$3.09M +1% 8.67% 44.5% 53
BWM
4738
BigSur Wealth Management
Florida
$210M +$11.7M +6% 10.2% 75.9% 123
GSC
4739
Grey Street Capital
Illinois
$210M +$35.5M +20% 16.3% – 144
ICM
4740
Ionic Capital Management
New York
$210M -$45.4M -18% 5.55% 60.9% 258
ECG
4741
EPIQ Capital Group
California
$210M +$26M +14% 10.9% 4.59% 61
FFA
4742
Fi3 Financial Advisors
Indiana
$210M +$23.9M +13% 11.5% 60.3% 79
SC
4743
Schulhoff & Co
Ohio
$210M +$12M +6% 6.69% 30.1% 122
SL
4744
SWMG LLC
Texas
$210M +$19.3M +10% 10% 44% 108
TWM
4745
TriaGen Wealth Management
California
$210M +$13.8M +7% 11.6% 92.8% 177
BIG
4746
Brooklyn Investment Group
New York
$210M – – 13% – 219
PIWA
4747
Prevail Innovative Wealth Advisors
Kansas
$210M +$16.9M +9% 5.91% – 165
SA
4748
Skyline Advisors
Washington
$210M – – 9.75% – 80
CWM
4749
Core Wealth Management
Florida
$209M +$16.1M +8% 9.07% – 22
TAM
4750
Tealwood Asset Management
Minnesota
$209M +$14.8M +8% 12.1% 66.7% 132
188 189
190
191 192