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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NEPPG
5451
New England Professional Planning Group
Rhode Island
$201M -$1.28M -0.6% 0.74% 46.1% 53
BFAG
5452
Blackston Financial Advisory Group
Florida
$201M +$7.35M +4% 1.95% 63.8% 145
SGA
5453
Siguler Guff Advisers
New York
$201M -$68.2M -25% 15% 29.9% 5
VCM
5454
Verger Capital Management
North Carolina
$201M -$1.39M -0.7% 2.51% 42.2% 14
BSAM
5455
Blue Square Asset Management
New York
$201M +$14.5M +8% 6.34% 73.7% 78
HFO
5456
Heritage Family Offices
Arizona
$200M +$6.7M +3% 1.76% – 195
SG
5457
Stephens Group
Arkansas
$200M +$12.1M +6% 8.77% 18.8% 3
PAG
5458
Powers Advisory Group
Illinois
$200M -$731K -0.4% 1.53% 35.8% 104
MLA
5459
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 1.46% – 308
PWS
5460
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 3.11% – 41
NIWA
5461
New Insight Wealth Advisors
California
$200M +$9.63M +5% 3.8% – 97
PFG
5462
Prosperity Financial Group
California
$200M +$21.6M +12% 6.05% – 180
KC
5463
Kinloch Capital
Virginia
$200M -$6.74M -3% 3% 39.1% 83
JWM
5464
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 3.81% 80.3% 101
MI
5465
Moneywise Inc
Virginia
$199M -$3.84M -2% 0.95% 41.8% 60
LWM
5466
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 0.19% – 159
AIC
5467
Anthracite Investment Company
Texas
$199M -$12M -6% 5.1% – 103
RFA
5468
Register Financial Advisors
Georgia
$199M +$4.23M +2% 4.16% – 310
HAFS
5469
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 2.23% 53.8% 30
FCM
5470
Fogel Capital Management
Florida
$199M +$5.17M +3% 4.66% – 43
A
5471
Argentarii
Ohio
$199M – – 5.68% – 160
S
5472
Sunpointe
Missouri
$199M +$77.3M +64% 2.44% – 214
TWA
5473
Trellis Wealth Advisors
California
$199M -$891K -0.4% 2.39% – 35
DRS
5474
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 0.97% 46.9% 86
TWM
5475
TCFG Wealth Management
California
$199M -$327K -0.2% 3% – 243
217 218
219
220 221