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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFPG
4901
Stonebridge Financial Planning Group
Florida
$147M -$31.3M -18% 16% 56% 127
WA
4902
Watchtower Advisors
Connecticut
$147M -$52.9M -26% 13.3% 380% 17
TL
4903
Tradewinds LLC
North Carolina
$147M – – 11.8% – 118
IAG
4904
Investment Advisory Group
Massachusetts
$147M -$17.6M -11% 12.5% 49.1% 138
BMWM
4905
Brown Miller Wealth Management
Virginia
$147M -$25.9M -15% 13.1% 102% 128
AWM
4906
AllSquare Wealth Management
New York
$147M -$19.6M -12% 10.7% 43.2% 555
STC
4907
Sarah T. Connolly
$147M -$24M -14% 13.5% 35% 97
FNBOSM
4908
First National Bank of South Miami
Florida
$147M -$18.5M -11% 11.4% 35.2% 357
DWMG
4909
DB Wealth Management Group
California
$147M -$19.2M -12% 13.3% 19% 329
RPCONE
4910
Retirement Planning Company of New England
Rhode Island
$147M -$30.2M -17% 14.2% 90.2% 234
IGYL
4911
I.G.Y. Ltd
United Kingdom
$147M -$55.1M -27% 25% 117% 3
CCM
4912
Cox Capital Management
Massachusetts
$147M -$12.4M -8% 8.64% 48.8% 72
WMA
4913
Wealth Management Associates
New Jersey
$147M -$29.7M -17% 11.7% 86% 196
CC
4914
Coann Capital
Connecticut
$146M +$3.12M +2% 4.37% – 24
APWM
4915
Atlas Private Wealth Management
New York
$146M -$25.7M -15% 10.5% 19.8% 127
RHP
4916
Royal Harbor Partners
Texas
$146M -$9.7M -6% 10.3% 47.8% 91
WAM
4917
Worth Asset Management
Texas
$146M -$7.07M -5% 2.24% 72.8% 607
AC
4918
Applied Capital
Arkansas
$146M -$10.3M -7% 13% 42.9% 67
EC
4919
EdgeRock Capital
Colorado
$146M – – 13.1% 60.8% 52
MM
4920
MQS Management
New York
$146M +$23.1M +19% 17.1% 10.8% 588
FWA
4921
FOCUS Wealth Advisors
Texas
$146M -$21.9M -13% 12.5% 42.5% 54
OMC
4922
Oak Management Corp
Connecticut
$146M -$65.8M -31% 14.6% – 4
PCM
4923
Pinz Capital Management
New York
$146M -$14.3M -9% 6.01% 201% 271
HFA
4924
Highland Financial Advisors
New Jersey
$146M – – 14.9% 48.1% 48
CFP
4925
Cypress Financial Planning
New Jersey
$146M – – 11.6% 32.5% 54
195 196
197
198 199