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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FF
4926
Friedenthal Financial
New Jersey
$134M +$9.4M +8% 8.32% 124% 59
AA
4927
Alta Advisers
United Kingdom
$134M +$2.15M +2% 6.56% 78.7% 4
WFS
4928
Weitzel Financial Services
Iowa
$134M – – 9.21% 31.7% 27
LL
4929
LPWM LLC
Minnesota
$134M +$10.8M +9% 13.6% 46.6% 53
HG
4930
Harbor Group
New Hampshire
$134M – – 18.6% 44.1% 53
FCC
4931
Founders Circle Capital
California
$134M – – 41.2% 25.3% 5
SSCM
4932
Summit Street Capital Management
New York
$134M +$20.8M +18% 31.7% 76.4% 36
CAM
4933
Caprin Asset Management
Virginia
$134M +$1.52M +1% 0.73% 7.87% 19
PBF
4934
Petix & Botte Financial
California
$134M +$8.21M +7% 10.3% – 84
NWS
4935
Newport Wealth Strategies
California
$134M -$728K -0.5% 9.71% 51.3% 91
BU
4936
Brown University
Rhode Island
$134M -$6.98M -5% 5.11% 66.2% 10
WWM
4937
Wiser Wealth Management
Georgia
$133M – – 9.1% 36.7% 27
SCM
4938
Sterneck Capital Management
Missouri
$133M +$14.9M +13% 14.5% 48.1% 83
BMWM
4939
Brown Miller Wealth Management
Virginia
$133M – – 12.1% 102% 106
SIC
4940
Samalin Investment Counsel
New York
$133M +$21.1M +19% 14.7% 51.4% 235
MCM
4941
Mork Capital Management
California
$133M +$41.8M +46% 29.2% 36.6% 112
TCM
4942
Tandem Capital Management
New Jersey
$133M +$19.8M +18% 19% 93.1% 83
LC
4943
Lakehouse Capital
Australia
$133M – – 22.4% 187% 14
KFA
4944
Kelleher Financial Advisors
New York
$133M +$12.4M +10% 13.4% 86.7% 112
BWA
4945
Bordeaux Wealth Advisors
California
$133M – – 19% 141% 58
GWAG
4946
Garrett Wealth Advisory Group
Texas
$133M +$6.51M +5% 11.8% 49.6% 52
SGMPI
4947
Spark Growth Management Partners II
Massachusetts
$133M – – 25.8% – 1
PC
4948
Pecaut & Co
Iowa
$133M +$946K +0.7% 15.9% 68.1% 65
SFG
4949
Sunburst Financial Group
Alabama
$133M +$14.6M +12% 11.4% 40.2% 63
BAM
4950
Boyar Asset Management
New York
$133M +$13.5M +11% 18.3% 64.5% 78
196 197
198
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