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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
1NWS
4951
1 North Wealth Services
Maryland
$252M +$35.9M +17% 5.43% – 283
GP
4952
Geneva Partners
Wisconsin
$252M +$58M +30% 22.4% 201% 76
BBWP
4953
Beacon Bridge Wealth Partners
Pennsylvania
$252M +$17.6M +8% 8.44% – 93
TWM
4954
Trinity Wealth Management
Pennsylvania
$252M +$32.9M +15% 8.1% 39.5% 64
KC
4955
Kaleidoscope Capital
Massachusetts
$252M +$83.7M +50% 25.8% – 9
MFC
4956
Morris Financial Concepts
South Carolina
$252M +$13.6M +6% 8.53% 46.7% 203
RA
4957
Rise Advisors
New York
$252M +$25.5M +11% 7.64% 48% 1,662
GGI
4958
GPM Growth Investors
Michigan
$252M +$23.7M +10% 13.8% – 44
TBT
4959
Texas Bank & Trust
Texas
$252M +$15.2M +6% 9.07% – 186
TBC
4960
Ted Buchan & Co
California
$252M +$40.1M +19% 7.66% – 97
IWP
4961
Invenio Wealth Partners
Florida
$252M +$13.3M +6% 6.56% – 106
RW
4962
REDW Wealth
New Mexico
$251M -$17.2M -6% 7.56% 43.2% 109
EFN
4963
Equita Financial Network
Pennsylvania
$251M -$34.9M -12% 8.33% – 95
PPWM
4964
Paragon Private Wealth Management
Kentucky
$251M +$35.7M +17% 13.4% 67.7% 201
HHMI
4965
Howard Hughes Medical Institute
Maryland
$251M +$48.7M +24% 10.6% 72.5% 502
RFM
4966
Ranmore Fund Management
United Kingdom
$251M +$83.5M +50% 5.2% – 19
UOIF
4967
University of Illinois Foundation
Illinois
$251M -$67.5M -21% 11% – 17
PHC
4968
Palidye Holdings (Caymans)
Cayman Islands
$251M -$40.6M -14% 43% – 4
SCG
4969
Sonata Capital Group
Washington
$250M +$20.5M +9% 8.55% 52.1% 123
LA
4970
LFL Advisers
Illinois
$250M +$21.6M +9% 7.73% 73.1% 8
SRC
4971
Stone Run Capital
New York
$250M +$12.8M +5% 8.18% 61.3% 72
CCAM
4972
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 21.1% – 34
IA
4973
IMZ Advisory
Florida
$250M +$29.4M +13% 10.4% – 42
KNFPWM
4974
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 9.77% – 77
FWP
4975
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 8.83% – 62
197 198
199
200 201