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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MMC
5226
Mainsail Management Company
Texas
$142M – – 23.6% – 2
HV
5227
HST Ventures
Utah
$142M -$7.21M -5% 5.22% 7.93% 47
DFS
5228
Dixon Fnancial Services
California
$142M +$14.3M +11% 12% 52.4% 24
UOMF
5229
University of Massachusetts Foundation
Massachusetts
$141M +$11.5M +9% 8.42% 53.6% 4
PFG
5230
Pinnacle Financial Group
Illinois
$141M +$25.9M +22% 10.5% 40.7% 68
APIM
5231
Agate Pass Investment Management
Washington
$141M +$10.3M +8% 9.65% 53.1% 95
SW
5232
StrongBox Wealth
Missouri
$141M +$3.4M +2% 7.11% 50.6% 85
CCP
5233
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 13.7% 172% 83
SC
5234
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 9.77% 111% 52
SL
5235
SIB LLC
New York
$141M +$10M +8% 11.6% 29.1% 18
NECFA
5236
New England Capital Financial Advisors
Connecticut
$141M – – 6.58% – 442
SFG
5237
Socha Financial Group
New York
$141M +$24.5M +21% 5.43% 60.7% 23
CHA
5238
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 6.82% 42.9% 77
GIA
5239
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 4.29% 60.9% 246
BC
5240
Bullfrog Capital
California
$141M -$28.7M -17% 16.4% – 3
TLA
5241
Tanglewood Legacy Advisors
Texas
$141M – – 7.88% – 247
LB
5242
Legacy Bridge
Iowa
$141M +$15.3M +12% 11.3% 132% 306
RMSCM
5243
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 12.2% 78.8% 44
FWA
5244
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 8.85% 55.1% 148
AWM
5245
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 10.1% 53.2% 41
AFG
5246
AFS Financial Group
Maryland
$141M – – 9.58% – 88
TWM
5247
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 5.76% 39.5% 42
MGB
5248
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 3.12% 333% 5
BDFN
5249
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 7.77% 39.4% 126
BCFD
5250
Boit C.F. David
$140M +$17.3M +14% 15.3% 63.5% 109
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