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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WMA
5076
Wealth Management Associates
New Jersey
$150M +$8.21M +6% 9.98% 86% 196
7CM
5077
7G Capital Management
New York
$150M -$5.36M -3% 0.6% 105% 9
CWP
5078
Corepath Wealth Partners
Arizona
$150M +$15.4M +11% 7.97% 37.8% 38
PCG
5079
Prosperity Consulting Group
Maryland
$150M +$28.2M +23% 8.17% 56.7% 105
JCI
5080
Jet Capital Investors
New York
$150M +$10.1M +7% 8.04% 68.3% 20
VIA
5081
Virtus Investment Advisers
Connecticut
$150M -$67.6M -31% 13.3% 126% 388
HFG
5082
Heron Financial Group
New York
$150M -$12.1M -7% 10.2% 47.5% 144
CFP
5083
Cypress Financial Planning
New Jersey
$150M +$8.8M +6% 6.51% 32.5% 55
JAM
5084
JLP Asset Management
New York
$150M +$9.41M +7% 3.04% 16.1% 25
RW
5085
Regimen Wealth
Georgia
$149M – – 6.23% – 61
LA
5086
Lindenwold Advisors
Pennsylvania
$149M +$14.2M +10% 9.17% 56.7% 121
LFPWM
5087
Leicht Financial Planning & Wealth Management
New Jersey
$149M +$9.27M +7% 7.61% 38.1% 29
BMC
5088
Beaton Management Company
Massachusetts
$149M +$16.8M +13% 13.9% 76.1% 128
BWG
5089
Beta Wealth Group
California
$149M +$10.2M +7% 5.8% 34.2% 104
BWLSA
5090
Blue Water Life Science Advisors
California
$149M -$98.9M -40% 0.91% 198% 11
FFL
5091
Financial Freedom LLC
Ohio
$149M – – 6.43% – 408
GCM
5092
GoodHaven Capital Management
New Jersey
$149M +$10.5M +8% 9.9% 108% 28
CI
5093
Cordant Inc
Oregon
$148M +$11.5M +8% 6.42% 25.6% 79
SAM
5094
Sequent Asset Management
Texas
$148M +$15.2M +11% 9.41% 49% 76
CF
5095
Concorde Financial
Texas
$148M +$318 +0% 13.9% 64.4% 58
GA
5096
Gagnon Advisors
New York
$148M -$6.27M -4% 13.5% 115% 32
LIM
5097
Lagoda Investment Management
New York
$148M +$7.5M +5% 21.4% 195% 41
CAMV
5098
Concord Asset Management (Virginia)
Virginia
$148M +$18.8M +15% 6.2% 41.2% 67
AWA
5099
Alta Wealth Advisors
Massachusetts
$148M +$8.27M +6% 6.56% 93.7% 151
WC
5100
Westhampton Capital
North Carolina
$148M +$15.3M +11% 11.7% 72.2% 118
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