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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EFG
5301
Elios Financial Group
Ohio
$220M +$17.8M +9% 7.71% – 123
GSB
5302
Greenfield Savings Bank
Massachusetts
$220M +$16.6M +8% 10.5% 74.7% 151
ACM
5303
Ararat Capital Management
Connecticut
$220M +$15.9M +8% 14.2% 75.7% 21
G
5304
Gainplan
Michigan
$220M +$66.7M +43% 15.3% 79.6% 64
FPL
5305
Fortress Private Ledger
North Carolina
$220M +$40.9M +23% 21.6% – 197
QCIG
5306
Quad-Cities Investment Group
Iowa
$220M +$17.4M +9% 7.52% 48.7% 192
EA
5307
Everpar Advisors
Oklahoma
$220M +$31.7M +17% 12.1% – 276
ACM
5308
Azarias Capital Management
Pennsylvania
$220M +$39.5M +22% 27.4% 56.9% 26
WFS
5309
Walker Financial Services
Kentucky
$220M +$29.2M +15% 0.38% 12.5% 38
MPCL
5310
My Personal CFO LLC
Washington
$220M +$21.5M +11% 9.47% 67.6% 92
HCM
5311
Hutner Capital Management
Vermont
$220M -$14.5M -6% 1.26% 48.7% 48
TFG
5312
Tull Financial Group
Virginia
$220M +$48.1M +28% 7.73% – 36
MWA
5313
Motive Wealth Advisors
Michigan
$220M +$32.7M +17% 9.67% 55.9% 89
AWM
5314
AAF Wealth Management
Massachusetts
$220M +$34.3M +18% 8.76% 53.2% 53
NEPPG
5315
New England Professional Planning Group
Rhode Island
$220M +$18.6M +9% 9.35% 46.1% 47
BOC
5316
Bull Oak Capital
California
$219M +$36M +20% 9.2% – 32
RF
5317
rebel Financial
Ohio
$219M – – 7.74% – 62
SCA
5318
Sander Capital Advisors
Washington
$219M +$29.3M +15% 22.7% 89.2% 15
MC
5319
Muzinich & Co
New York
$219M +$55.4M +34% 2.22% 10.7% 70
ERFOTCOFW
5320
Employees Retirement Fund of the City of Fort Worth
Texas
$219M +$15.9M +8% 5.32% 35.5% 13
SRWM
5321
Shira Ridge Wealth Management
California
$219M +$18.4M +9% 10.2% – 86
BAM
5322
Bayshore Asset Management
Florida
$219M +$18.1M +9% 7.8% 46% 40
WIA
5323
Wetzel Investment Advisors
Indiana
$219M +$20.3M +10% 8.51% – 137
BRG
5324
Bay Rivers Group
Virginia
$219M +$27.9M +15% 18.9% 132% 91
QP
5325
Quartz Partners
New York
$219M +$53.9M +33% 15.9% – 190
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