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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EFG
5326
Everhart Financial Group
Ohio
$108M – – 15.4% 95.7% 80
HPWM
5327
High Pines Wealth Management
Massachusetts
$108M – – 12.5% 28.3% 40
EL
5328
EQ LLC
Washington
$108M – – 14.6% 57.3% 48
CWM
5329
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 17.9% 71.7% 32
NIMC
5330
Nierenberg Investment Management Company
Washington
$108M – – 29% 164% 32
FA
5331
Financial Advantage
Maryland
$108M +$2.7M +3% 15.2% 24.3% 123
AFA
5332
AllGen Financial Advisors
Florida
$108M – – 7.73% 25.5% 32
CM
5333
CM Management
Florida
$108M – – 38.5% 99.5% 80
SMF
5334
Sterling Manor Financial
New York
$108M – – 20.3% 44.9% 74
SR
5335
Sloane Robinson
United Kingdom
$108M -$36M -25% 11.8% 175% 23
ECT
5336
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 14.7% 46.6% 2
EW
5337
Element Wealth
Mississippi
$108M +$14.6M +16% 16.4% 39.6% 158
SWA
5338
Safir Wealth Advisors
New Hampshire
$108M – – 6.75% 40% 41
HIP
5339
HPS Investment Partners
New York
$108M – – 41.3% 55.9% 8
FPW
5340
Flagship Private Wealth
Massachusetts
$108M – – 12.2% 51.3% 308
PAEMF
5341
Panview Asian Equity Master Fund
Hong Kong
$107M – – 73.5% 142% 7
AF
5342
Aldebaran Financial
$107M +$11.3M +12% 11.9% 69.8% 84
HA
5343
Havens Advisors
New York
$107M -$221K -0.2% 20.8% 459% 52
GG
5344
Golden Green
South Carolina
$107M – – 22.3% 92.6% 126
BBCM
5345
Boardman Bay Capital Management
New York
$107M +$34.4M +47% 34.8% 142% 81
AWM
5346
Accel Wealth Management
Iowa
$107M – – 13.5% 44.4% 859
ACJ
5347
Autonomy Capital (Jersey)
Jersey
$107M +$48.7M +83% 5.67% 38.1% 15
TC
5348
Tatro Capital
Kentucky
$107M +$19.8M +23% 11.3% – 88
VIP
5349
Viewpoint Investment Partners
Alberta, Canada
$107M -$365K -0.3% 11% 22% 11
CSA
5350
Cottage Street Advisors
Massachusetts
$107M -$29.2M -21% 14.5% 73.3% 93
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