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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NCM
5526
Northland Capital Management
Minnesota
$107M -$2.1M -2% 6.96% 23.3% 30
CWM
5527
Cadence Wealth Management
Massachusetts
$106M +$9.96M +10% 8.52% 29.7% 38
LFA
5528
Legend Financial Advisors
Pennsylvania
$106M +$9.65M +10% 3.72% 62.3% 236
PPW
5529
PACK Private Wealth
Minnesota
$106M -$3.26M -3% 5.78% 38.8% 35
PKC
5530
Palmer Knight Company
Florida
$106M +$765K +0.7% 2.38% 76% 29
HHRDM
5531
H&H Retirement Design & Management
Nevada
$106M -$30.8M -22% 6.43% 23.7% 73
AFS
5532
AFG Fiduciary Services
Massachusetts
$106M -$8.95M -8% 3.5% 56.1% 92
SA
5533
SWM Advisors
Florida
$106M -$3.65M -3% 4.5% – 29
CP
5534
Camelot Portfolios
Ohio
$106M -$59.8M -36% 6.26% 28.9% 217
AWM
5535
Aspire Wealth Management
Massachusetts
$106M -$2.47M -2% 5.3% 26% 189
C
5536
CEDRUS
Colorado
$106M +$3.45M +3% 4.48% 19.8% 138
CAM
5537
Costello Asset Management
Pennsylvania
$106M -$9.59M -8% 4.44% 53.6% 241
MCA
5538
Morris Capital Advisors
Pennsylvania
$106M -$6.04M -5% 3.01% 72.9% 53
BWIA
5539
Bryant Woods Investment Advisors
New York
$106M +$46K +0% 4.96% 54% 41
MSDF
5540
Michael & Susan Dell Foundation
New York
$106M -$24.3M -19% 15.6% 109% 4
ZR
5541
Zeno Research
New York
$106M +$14.4M +16% 9.89% 25.3% 35
GWM
5542
GoalFusion Wealth Management
Texas
$106M -$979K -0.9% 5.32% 31.5% 18
MFG
5543
Monumental Financial Group
Maryland
$106M -$3.23M -3% 4.41% 18.2% 38
DWM
5544
Denver Wealth Management
Colorado
$106M +$9.79M +10% 4.26% 50.6% 60
VAM
5545
Vert Asset Management
California
$106M -$2.52M -2% 11.8% 17.2% 41
RF
5546
Resolute Financial
Massachusetts
$105M -$9.68M -8% 4.89% – 121
WCG
5547
Wall Capital Group
Arizona
$105M -$38.8M -27% 5.66% 16.6% 19
TWP
5548
Tower Wealth Partners
Pennsylvania
$105M +$30.1M +40% 4.18% 43.6% 52
RPM
5549
Ridgemont Partners Management
North Carolina
$105M -$2.24M -2% 2.08% 49% 1
AA
5550
Atmos Advisory
Pennsylvania
$105M -$4.86M -4% 5.88% 21% 21
220 221
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