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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIA
5326
Corigliano Investment Advisers
North Carolina
$209M – – 4.74% – 33
RF
5327
Roberts Foundation
California
$209M – – 24.6% – 3
GSB
5328
Greenfield Savings Bank
Massachusetts
$209M -$2.39M -1% 0.65% 74.7% 153
RC
5329
Roubaix Capital
Colorado
$209M +$27.1M +15% 11.6% 153% 70
FH
5330
FWG Holdings
Florida
$208M +$7.17M +4% 3.57% 70.1% 109
MRCM
5331
Mill Road Capital Management
Connecticut
$208M -$2.01M -1% 5.73% 13.9% 28
TCOK
5332
Trust Company of Kansas
Kansas
$208M +$2.46M +1% 3.3% 86.3% 64
VU
5333
Valence8 US
Massachusetts
$208M -$21.2M -9% 2.5% – 57
HP
5334
Hound Partners
New York
$208M -$191M -48% 1.95% 32.3% 23
FCG
5335
Financial Connections Group
California
$208M +$4.62M +2% 0.77% 46.8% 245
PWA
5336
Prairie Wealth Advisors
Nebraska
$208M +$5.75M +3% 3.41% – 159
RA
5337
Rise Advisors
New York
$208M -$772K -0.4% 0.62% 48% 1,248
MW
5338
Marks Wealth
Maryland
$208M -$25.3M -11% 6.63% 81% 30
MWM
5339
MTC Wealth Management
Florida
$208M -$13.5M -6% 3.32% 22.2% 14
FPW
5340
Flagship Private Wealth
Massachusetts
$208M +$13.5M +7% 0.87% 51.3% 107
ICM
5341
Indaba Capital Management
California
$208M -$26.2M -11% 5.5% 23.4% 13
MWM
5342
McNaughton Wealth Management
California
$207M +$2.09M +1% 0.32% 36.8% 57
BSA
5343
Bull Street Advisors
Georgia
$207M -$8.04M -4% 1.91% 35.1% 91
CCA
5344
Cora Capital Advisors
New Jersey
$207M +$4.48M +2% 0.72% – 113
FFP
5345
Freedom Financial Partners
Minnesota
$207M – – 0.49% – 69
WI
5346
WJ Interests
Texas
$207M -$19.5M -9% 3.56% 37.2% 22
OPPS
5347
Obsidian Personal Planning Solutions
Maryland
$207M +$15.9M +8% 1.2% 41.2% 107
GCM
5348
Gables Capital Management
Florida
$207M +$9.1M +5% 6.39% 135% 454
GFA
5349
Grunden Financial Advisory
Texas
$207M +$3.41M +2% 2.24% – 29
HCM
5350
Hutner Capital Management
Vermont
$207M +$6.17M +3% 1.78% 48.7% 45
212 213
214
215 216