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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CP
5301
Camelot Portfolios
Ohio
$169M +$64.7M +62% 8.66% 28.9% 214
RI
5302
Ridgewood Investments
New Jersey
$169M +$16.7M +11% 8.2% 46.1% 188
CCM
5303
Crestwood Capital Management
New York
$169M +$36.9M +28% 20.5% 198% 17
MWM
5304
McNaughton Wealth Management
California
$169M +$18.5M +12% 8.58% 36.8% 54
DRD
5305
Dennis R. Delaney
$169M +$13.6M +9% 9.25% 65.7% 45
AWA
5306
Acorn Wealth Advisors
Michigan
$169M +$18.4M +12% 8.88% 42% 197
SFC
5307
Strategic Financial Concepts
Texas
$169M -$127M -43% 7.55% – 283
NP
5308
Newlight Partners
New York
$169M -$9.44M -5% 33% 92.8% 2
IVSFI
5309
IA Venture Strategies Fund II
New York
$169M +$58.3M +53% 53% 19.1% 3
SFG
5310
Sterling Financial Group
California
$169M +$9.32M +6% 8.55% – 65
AIM
5311
Alhambra Investment Management
Florida
$169M +$16.6M +11% 9.17% 42.9% 163
MA
5312
Mosaic Advisors
Texas
$169M +$59.2M +54% 5.96% 30.3% 19
FF
5313
Fluent Financial
Texas
$168M -$17.2M -9% 8.97% 36.1% 86
PCG
5314
PFC Capital Group
California
$168M – – 13.3% – 67
MVP
5315
Miller Value Partners
Florida
$168M +$9.26M +6% 15.1% 93.7% 48
WCM
5316
Wisconsin Capital Management
Wisconsin
$168M +$16.9M +11% 12.7% 145% 48
BBW
5317
Blue Barn Wealth
Utah
$168M +$16M +11% 10.1% 28.6% 139
ADIM
5318
Alpha DNA Investment Management
Maryland
$168M +$12.7M +8% 9.37% 76.5% 244
CRI
5319
Colonial River Investments
Virginia
$168M +$15.1M +10% 10.1% 90.3% 210
MF
5320
Montis Financial
Massachusetts
$168M +$18.9M +13% 9.51% 52.1% 78
NAG
5321
Northstar Advisory Group
New Jersey
$168M +$30.9M +23% 11.6% 124% 111
NPP
5322
New Potomac Partners
Maryland
$168M +$22.8M +16% 10.7% 37.2% 88
AWA
5323
ARQ Wealth Advisors
Arizona
$168M +$34.5M +26% 10.2% 43.7% 69
ATWA
5324
Arbor Trust Wealth Advisors
Michigan
$168M +$16.2M +11% 10.1% 53.3% 99
VOMP
5325
Vision One Management Partners
Florida
$168M – – 35.1% – 8
211 212
213
214 215