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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NRW
5301
Nova R Wealth
Kansas
$202M +$3.54M +2% 0.29% 51.5% 83
TSW
5302
Three Seasons Wealth
Utah
$202M -$3.39M -2% 1.93% – 138
TPW
5303
TL Private Wealth
Texas
$202M -$21.5M -10% 1.74% 42.1% 43
EA
5304
Ergawealth Advisors
Illinois
$202M -$539K -0.3% 2.21% – 65
TW
5305
Towerpoint Wealth
California
$202M -$2.42M -1% 1.58% 47.1% 84
SHFP
5306
Second Half Financial Partners
Florida
$202M -$2.99M -1% 2.71% 24.9% 99
BVC
5307
Bright Valley Capital
Hong Kong
$202M +$51.5M +34% 7.9% – 17
ORC
5308
O'Rourke & Company
Massachusetts
$202M -$2.55M -1% 2.93% 59.6% 153
A
5309
Argentarii
Ohio
$202M +$2.56M +1% 2.31% – 177
AGP
5310
Autumn Glory Partners
Texas
$201M -$2.24M -1% 0.32% 54.9% 193
DMBA
5311
Deseret Mutual Benefit Administrators
Utah
$201M -$1.82M -0.9% 0.79% 46.1% 504
THLTP
5312
Thomas H. Lee (THL) Partners
Massachusetts
$201M -$79.3M -28% 28.3% 37.2% 1
GCM
5313
GKV Capital Management
California
$201M -$43.9M -18% 3.14% – 182
RGF
5314
Retirement Guys Formula
Ohio
$201M +$2.97M +2% 0.81% 55.2% 168
ACM
5315
Ananym Capital Management
New York
$201M +$36.2M +22% 8.24% – 11
BM
5316
Bridger Management
New York
$201M +$15M +8% 1.32% 157% 34
AMIM
5317
Aull & Monroe Investment Management
Alabama
$201M +$4.91M +3% 4.2% 47.5% 126
GFG
5318
Greenbush Financial Group
New York
$201M +$11.3M +6% 1.57% – 34
MAMHA
5319
MY.Alpha Management HK Advisors
Hong Kong
$201M -$26.4M -12% 22.8% 146% 22
PFWA
5320
Paces Ferry Wealth Advisors
Georgia
$201M -$4.79M -2% 2.75% 83.7% 134
SICM
5321
Sustainable Insight Capital Management
New York
$201M -$27.6M -12% 1.53% 142% 82
NEPPG
5322
New England Professional Planning Group
Rhode Island
$201M +$103K +0.1% 1.86% 46.1% 49
RPCONE
5323
Retirement Planning Company of New England
Rhode Island
$201M -$5.34M -3% 2.03% 90.2% 241
OL
5324
Owen LaRue
Kentucky
$201M +$9.37M +5% 0.09% – 108
BAM
5325
Bayshore Asset Management
Florida
$201M -$16.9M -8% 1.73% 46% 56
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213
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