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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
A
5301
Atomvest
Hong Kong
$110M – – 71.9% 87.7% 2
TFA
5302
Tranquilli Financial Advisor
New Jersey
$110M – – 12.1% 45.3% 68
TWM
5303
Trinity Wealth Management
Pennsylvania
$110M – – 7.06% 39.5% 23
VWA
5304
VERITY Wealth Advisors
United States
$110M +$12M +12% 11% 47% 56
CRCM
5305
Corbett Road Capital Management
Virginia
$110M +$4.64M +4% 11.4% – 133
AMAL
5306
Asset Management Advisors LLC
Oklahoma
$110M +$12M +12% 16.9% 75.5% 20
CWM
5307
Comprehensive Wealth Management
Washington
$110M – – 0.68% 13.9% 7
VAS
5308
VR Advisory Services
Cayman Islands
$110M +$4.78M +5% 62.1% 102% 24
OFW
5309
Omnia Family Wealth
Florida
$110M +$4.76M +5% 7.63% 72.5% 76
GB
5310
Gunma Bank
Japan
$110M -$16.6M -13% 11.2% 10.7% 21
LIG
5311
Lokken Investment Group
Delaware
$110M – – 11% 47% 104
SFP
5312
Sandbox Financial Partners
Maryland
$109M – – 11.5% 79.8% 69
MWM
5313
Midwest Wealth Management
Indiana
$109M – – 17% – 93
PFWA
5314
Paces Ferry Wealth Advisors
Georgia
$109M -$5.22M -5% 14.7% 83.7% 1,316
SAM
5315
Simplify Asset Management
Nevada
$109M – – 12.8% 37.7% 24
STC
5316
Sarah T. Connolly
$109M – – 11.5% 35% 88
MA
5317
Mosaic Advisors
Texas
$109M – – 12.6% 30.3% 29
FGAM
5318
Financial Gravity Asset Management
Texas
$109M – – 12.3% – 843
RRA
5319
Round Rock Advisors
Connecticut
$109M – – 15.2% 56.2% 55
MTM
5320
Millennium TVP Management
New York
$109M -$18.2M -14% 9.8% – 5
LF
5321
LifeSteps Financial
California
$109M +$14.2M +15% 13.2% 76.7% 87
FIG
5322
Freed Investment Group
Massachusetts
$109M – – 13.3% – 16
NED
5323
Nancy E. Dempze
$109M +$10.3M +10% 12.2% 67.5% 67
VCWA
5324
Vanguard Capital Wealth Advisors
Colorado
$109M – – 22.8% 130% 145
MPIM
5325
McGinn Penninger Investment Management
Virginia
$109M – – 16.8% 60.8% 33
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