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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ADMI
5251
Albert D. Mason Inc
Massachusetts
$140M +$15.4M +12% 10.6% 50.8% 161
ZC
5252
Zoom Communications
California
$140M +$10.1M +8% 8.04% 11.6% 3
PFA
5253
Pinnacle Family Advisors
Missouri
$140M +$24.5M +21% 4.16% 83.6% 97
KCP
5254
Keyframe Capital Partners
New York
$140M +$39.1M +39% 7.8% 27.9% 8
W
5255
WorthPointe
California
$140M +$21.3M +18% 8.93% 48.1% 52
FS
5256
Ferguson Shapiro
Georgia
$140M -$26.6M -16% 1.66% 26.1% 50
SF
5257
Safeguard Financial
Wisconsin
$140M +$31.7M +29% 7.87% 21.9% 68
BFA
5258
Beacon Financial Advisory
Ohio
$140M -$636K -0.5% 8.66% 54.9% 209
YEPV
5259
Yorktown Energy Partners VIII
New York
$140M -$29.4M -17% 0.84% 15.2% 2
MIM
5260
Moseley Investment Management
Florida
$140M +$3.41M +3% 6.85% 110% 150
MA
5261
Macellum Advisors
New York
$139M -$7.55M -5% 1.17% – 5
AFA
5262
AllGen Financial Advisors
Florida
$139M +$11M +9% 7.04% 25.5% 45
1W
5263
1776 Wealth
Georgia
$139M +$7.55M +6% 3.72% 96.7% 124
WHGC
5264
Wealth High Governance Capital
Brazil
$139M – – 10.8% – 10
NFP
5265
NorthLanding Financial Partners
New York
$139M +$12.6M +10% 9.2% 41.1% 66
SIS
5266
Susquehanna International Securities
Ireland
$139M +$87.8M +171% 18.8% 10.8% 36
SAMC
5267
Spectrum Asset Management (Connecticut)
Connecticut
$139M +$14.4M +12% 1.52% 3.77% 7
CAM
5268
Clark Asset Management
New Hampshire
$139M – – 6.6% – 59
JGGDR
5269
JGP Global Gestao de Recursos
Brazil
$139M +$21.7M +19% 1.13% 286% 68
MCAI
5270
Members Capital Advisors Inc
Wisconsin
$139M +$12.1M +10% 14.7% 11.4% 75
MPIM
5271
McGinn Penninger Investment Management
Virginia
$139M +$22.7M +20% 14.3% 60.8% 30
ENV
5272
Exor N.V.
Netherlands
$139M – – 11.2% – 1
AFR
5273
Applied Fundamental Research
Massachusetts
$139M +$15.7M +13% 7.58% 19.3% 12
BWM
5274
Benchmark Wealth Management
Connecticut
$139M +$11.4M +9% 7.45% 42.7% 55
MA
5275
MYDA Advisors
New York
$139M -$40M -22% 9.17% 127% 177
209 210
211
212 213