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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFPG
5076
Stonebridge Financial Planning Group
Florida
$155M +$4.71M +3% 6.87% 56% 131
MC
5077
Matisse Capital
Oregon
$155M +$42.3M +38% 5.44% 44.4% 187
SFG
5078
Socha Financial Group
New York
$155M +$13.9M +10% 9.23% 60.7% 27
MTIC
5079
Missouri Trust & Investment Company
Missouri
$155M -$11.8M -7% 3.73% 67.7% 373
MAG
5080
Members Advisory Group
New York
$155M +$7.57M +5% 4.85% 30.4% 19
CLCM
5081
Center Lake Capital Management
Florida
$155M +$87.3M +129% 17.7% 98.3% 9
MI
5082
Moneywise Inc
Virginia
$155M +$20.9M +16% 4.06% 41.8% 51
FOA
5083
Five Oceans Advisors
California
$155M +$10.1M +7% 7.03% 62.1% 162
MUAMU
5084
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$155M +$11.3M +8% 9.49% 99.5% 100
AWM
5085
AllSquare Wealth Management
New York
$155M +$8.67M +6% 5.58% 43.2% 568
SIAM
5086
Sterling Investment Advisors (Missouri)
Missouri
$155M +$8.26M +6% 5.02% 30% 29
WC
5087
Wynnefield Capital
New York
$154M -$19.5M -11% 1.06% 81% 21
SOA
5088
Sea Otter Advisors
Florida
$154M +$86.9M +129% 2.8% – 301
MIM
5089
Moseley Investment Management
Florida
$154M +$14.6M +10% 12.4% 110% 149
YEPX
5090
Yorktown Energy Partners XI
New York
$154M +$9.01M +6% 9.42% 36.9% 4
CI
5091
Cordant Inc
Oregon
$154M +$5.59M +4% 4.07% 25.6% 83
TL
5092
TowerView LLC
New York
$154M -$1.04M -0.7% 0.42% 10.7% 26
WA
5093
Watchtower Advisors
Connecticut
$154M -$15.2M -9% 15.5% 380% 18
NG
5094
NWK Group
California
$154M +$18M +13% 26.2% 274% 82
BP
5095
BCK Partners
New York
$154M +$6.28M +4% 4.22% 34.1% 29
GSB
5096
Greenfield Savings Bank
Massachusetts
$154M +$2.59M +2% 5.8% 74.7% 141
FFG
5097
Fortem Financial Group
California
$154M -$17.1M -10% 5.44% 117% 166
IFA
5098
Invus Financial Advisors
New York
$154M -$34.4M -18% 1.62% 29.5% 9
SRA
5099
Summit Rock Advisors
New York
$153M +$6.62M +5% 0.88% 86% 3
AFG
5100
ABLE Financial Group
Arizona
$153M – – 5.09% – 129
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