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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SPWM
5201
Straight Path Wealth Management
Michigan
$195M +$16.6M +9% 1.95% 73.6% 100
MFC
5202
Mechanics Financial Corp
Ohio
$195M +$2.44M +1% 1.25% 50.8% 232
GSB
5203
Greenfield Savings Bank
Massachusetts
$195M +$4.29M +2% 3.23% 74.7% 155
FCB
5204
First County Bank
Connecticut
$194M -$10.2M -5% 3.55% – 168
BM
5205
Bridger Management
New York
$194M -$27.5M -12% 5.93% 157% 33
CCA
5206
Cora Capital Advisors
New Jersey
$194M +$6.9M +4% 1.53% – 100
TSM
5207
Two Star Manager
Florida
$194M +$2.57M +1% 3.11% – 18
HBW
5208
Hazlett, Burt & Watson
West Virginia
$194M +$27.3M +16% 2.68% 66.1% 747
CA
5209
Claris Advisors
Missouri
$194M -$4.24M -2% 0.58% 48.3% 58
NRW
5210
Nova R Wealth
Kansas
$194M +$2.46M +1% 2.8% 51.5% 85
BCP
5211
BlackBarn Capital Partners
New York
$194M +$21M +12% 0.21% – 28
FWM
5212
Forza Wealth Management
Florida
$194M +$1.67M +0.9% 0.19% – 177
SCP
5213
Stevens Capital Partners
Nebraska
$194M +$25.9M +15% 3.01% – 61
MBI
5214
May Barnhard Investments
Maryland
$194M -$5.98M -3% 0.26% – 84
MUAMU
5215
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$194M -$3.39M -2% 3.52% 99.5% 109
RGMC
5216
Revolution Growth Management Company
District of Columbia
$194M -$11.4M -6% 12.5% 26.9% 4
TRIA
5217
Trail Ridge Investment Advisors
Colorado
$193M +$16.6M +9% 4.02% 69.5% 105
BP
5218
BCK Partners
New York
$193M +$6.56M +4% 0.48% 34.1% 30
HAG
5219
HF Advisory Group
Maryland
$193M +$14.6M +8% 1.68% – 165
KCM
5220
KM Capital Management
Texas
$193M +$12.8M +7% 2.54% – 45
OWA
5221
ORBA Wealth Advisors
Illinois
$193M +$12.5M +7% 3.14% – 101
KPWG
5222
KFA Private Wealth Group
Virginia
$193M -$129M -40% 2.78% 45% 99
PIA
5223
Powell Investment Advisors
Florida
$193M +$3.74M +2% 1.55% 56.3% 160
SFA
5224
Seneca Financial Advisors
New York
$193M +$5.51M +3% 0.4% 38.8% 62
AWM
5225
AAF Wealth Management
Massachusetts
$193M +$15.3M +9% 1.8% 53.2% 49
207 208
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