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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWMU
5426
Caliber Wealth Management (Utah)
Utah
$102M – – 15.6% 36.5% 71
ASA
5427
Armstrong Shaw Associates
Connecticut
$102M +$17.4M +21% 14.9% 51.2% 39
BWM
5428
Birchcreek Wealth Management
Ohio
$102M – – 9.98% 54.2% 309
MRI
5429
Mad River Investors
Massachusetts
$102M +$23.2M +30% 33.3% 181% 23
AWA
5430
AmeriServ Wealth Advisors
Pennsylvania
$102M – – 15.4% – 66
JC
5431
Jentner Corp
Ohio
$102M +$9.82M +11% 12.3% 38.9% 27
NOI
5432
Newton One Investments
Delaware
$102M – – 13.1% 29.9% 66
MAG
5433
MRA Advisory Group
New Jersey
$102M – – 9.92% 52.8% 103
AC
5434
Aristides Capital
Kentucky
$102M +$25.9M +34% 18.1% 65.2% 184
PA
5435
Proem Advisors
Texas
$102M – – 54.3% – 22
RF
5436
Robbins Farley
New Hampshire
$102M – – 10.8% 92.1% 133
SWA
5437
Sightline Wealth Advisors
Connecticut
$102M – – 14.4% 37.2% 52
NVPX
5438
Norwest Venture Partners XIV
California
$101M – – 19.7% – 1
DWM
5439
Defined Wealth Management
Oregon
$101M – – 13.5% 56.2% 216
GWA
5440
GGM Wealth Advisors
Maryland
$101M – – 17.8% 25.8% 70
GWM
5441
Greenhouse Wealth Management
Connecticut
$101M – – 14% 65.7% 133
AWP
5442
Accretive Wealth Partners
New Jersey
$101M – – 15.7% 60.5% 94
PCC
5443
Park Circle Company
Maryland
$101M +$22.7M +29% 16.3% 54% 96
VBCG
5444
Valley Brook Capital Group
Pennsylvania
$101M – – 12.5% 75.8% 410
SSCA
5445
South Shore Capital Advisors
Massachusetts
$101M – – 16.5% – 120
PHIMC
5446
Private Harbour Investment Management & Counsel
Ohio
$101M +$6.53M +7% 7.9% 75% 56
TWA
5447
TPB Wealth Advisors
Texas
$101M – – 10.6% – 27
RFP
5448
Roth Financial Partners
Texas
$101M – – 16.9% 47.6% 20
GWAM
5449
Guardian Wealth Advisors (Minnesota)
Minnesota
$101M – – 12.2% 43.2% 64
SC
5450
Schiavi & Co
Delaware
$101M – – 13.8% 29.1% 7
216 217
218
219 220