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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LP
5351
Lexington Partners
New York
$148M -$7.95M -5% 4.41% 2.17% 7
BWLSA
5352
Blue Water Life Science Advisors
California
$148M -$3.08M -2% 6.71% 198% 9
FZCM
5353
Flynn Zito Capital Management
New York
$148M +$10.4M +8% 5.61% 64.2% 78
FAM
5354
Family Asset Management
South Carolina
$148M +$11.2M +8% 4.79% – 196
EWG
5355
Executive Wealth Group
Washington
$148M +$6.8M +5% 4.56% 14.9% 47
LFA
5356
LifeGuide Financial Advisors
Pennsylvania
$148M +$23.7M +19% 1.1% 14.6% 35
TCFP
5357
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 1.38% 25.4% 41
DAM
5358
Derbend Asset Management
Georgia
$148M +$14.4M +11% 6.98% 24.1% 85
FWA
5359
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 3.62% 42.5% 70
PSIWM
5360
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 3.23% 28.9% 45
BHBT
5361
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 3.49% 51.4% 140
GB
5362
Gunma Bank
Japan
$148M -$79.7M -35% 0.37% 10.7% 40
GSB
5363
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 6.52% 74.7% 146
ACP
5364
Acuta Capital Partners
California
$148M +$19.1M +15% 25.8% 1,554% 48
PIA
5365
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 5.62% 60.7% 162
TVWM
5366
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 9.95% 110% 197
CJFS
5367
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 2.66% – 50
HNWA
5368
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 4.18% 49% 61
EP
5369
EPIQ Partners
Minnesota
$147M +$2.32M +2% 4.09% 33.9% 80
VIA
5370
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 4.99% 126% 303
IFA
5371
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 3.55% 37.1% 85
PSFG
5372
Prairie Sky Financial Group
Illinois
$147M – – 8.42% – 79
OFW
5373
Omnia Family Wealth
Florida
$147M +$17.2M +13% 5.89% 72.5% 70
WPW
5374
Warther Private Wealth
Ohio
$147M +$15.8M +12% 9.54% 112% 73
MM
5375
MQS Management
New York
$147M -$8.73M -6% 0.35% 10.8% 635
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