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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TBC
5151
Ted Buchan & Co
California
$211M +$24.4M +13% 5.56% – 90
WPM
5152
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 15.5% – 3
UAM
5153
Unison Asset Management
Florida
$210M +$12.8M +6% 6.55% 107% 35
WGCA
5154
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 7.2% 28.2% 142
SIMC
5155
Squire Investment Management Company
Utah
$210M +$33.9M +19% 6.61% – 62
MRCM
5156
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 6.76% 13.9% 24
ACM
5157
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 5.73% 76.9% 49
BA
5158
Bridge Advisory
California
$210M +$7.23M +4% 5.51% 6.7% 101
CL
5159
COWA LLC
Oklahoma
$210M +$22.6M +12% 7.36% 45.5% 139
SFPG
5160
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 5.06% 56% 160
TRIA
5161
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 6.16% 69.5% 108
WCM
5162
Winthrop Capital Management
Indiana
$210M +$9.87M +5% 6.32% – 183
PWMG
5163
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 6.31% – 42
TC
5164
Tejara Capital
United Kingdom
$210M -$65.1M -24% 4.3% – 78
BP
5165
BCK Partners
New York
$210M +$16.1M +8% 6.03% 34.1% 30
FFC
5166
First Financial Corp
Indiana
$210M +$13.2M +7% 8.36% 64.8% 471
MWP
5167
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 6.08% – 49
KPWG
5168
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 4.55% 45% 83
NL
5169
NKCFO LLC
Illinois
$209M +$26.1M +14% 8.73% 131% 114
SCP
5170
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 5.78% – 62
MFG
5171
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 7.65% – 1,220
AIM
5172
Astor Investment Management
Illinois
$209M -$8.22M -4% 3.88% 23.3% 35
FOA
5173
Five Oceans Advisors
California
$209M +$18.1M +10% 5.25% 62.1% 206
LC
5174
Lavaca Capital
Texas
$209M +$25.7M +14% 5.62% 64.9% 108
RA
5175
Rise Advisors
New York
$209M +$20M +11% 6.62% 48% 1,262
205 206
207
208 209