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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VWA
5551
VERITY Wealth Advisors
United States
$110M -$2.73M -2% 6.31% 47% 56
AGP
5552
Akaris Global Partners
New York
$110M +$7.15M +7% 8.41% 32.4% 19
SWMP
5553
Signature Wealth Management Partners
New Jersey
$110M +$5.88M +6% 6.51% 77.2% 113
MSS
5554
Mitchell Sinkler & Starr
Pennsylvania
$110M +$6.78M +7% 6.2% 63% 104
FRM
5555
Fox Run Management
Connecticut
$110M +$54.5M +98% 6.67% 43.7% 472
AL
5556
ADE LLC
Maryland
$110M +$9.11M +9% 5.38% 40.1% 271
AC
5557
AWH Capital
Texas
$110M +$8.05M +8% 18.3% 120% 34
NWM
5558
Navigation Wealth Management
Colorado
$110M +$13.3M +14% 3.74% 6.64% 91
CIAS
5559
CFS Investment Advisory Services
New Jersey
$110M – – 6.08% 42.1% 27
SFMG
5560
Sage Financial Management Group
Virginia
$110M -$20.2M -16% 6.08% 42.9% 124
CFG
5561
CNO Financial Group
Indiana
$110M -$15.3M -12% 0.91% – 14
SL
5562
Savior LLC
Massachusetts
$110M +$10.3M +10% 6.92% 58.9% 914
EPWM
5563
Essex Private Wealth Management
Massachusetts
$110M +$4.74M +5% 6.15% 29.3% 66
EGA
5564
Evermore Global Advisors
New Jersey
$109M +$438K +0.4% 20.3% 117% 20
MVA
5565
Mount Vernon Associates
Maryland
$109M +$7.38M +7% 7.88% 112% 57
FC
5566
Farley Capital
New York
$109M +$6.76M +7% 5.12% 110% 19
DCM
5567
Dean Capital Management
Kansas
$109M -$39.1M -26% 1.85% 35.2% 87
TC
5568
Tsai Capital
New York
$109M +$7.66M +8% 7.96% 81.6% 18
HPM
5569
Hudson Portfolio Management
New York
$109M +$4.95M +5% 5.48% – 103
HBT
5570
Heartland Bank & Trust
Illinois
$109M -$771K -0.7% 11.5% 102% 162
AWM
5571
Aberdeen Wealth Management
Illinois
$108M -$17.3M -14% 7.67% 56.5% 160
HFAS
5572
Hummer Financial Advisory Services
Illinois
$108M +$5.32M +5% 6.32% 55.1% 110
OC
5573
Oppenheimer & Close
New York
$108M +$19.1M +22% 11% 97.6% 58
JFS
5574
JD Financial Services
Pennsylvania
$108M +$28.9M +37% 4.58% – 47
GWM
5575
Greenhouse Wealth Management
Connecticut
$108M +$7.02M +7% 7.45% 65.7% 53
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