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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HPWM
5551
High Pines Wealth Management
Massachusetts
$143M -$2.16M -1% 9.62% 28.3% 43
NF
5552
NTB Financial
Colorado
$143M – – 9.31% – 147
BC
5553
Barnett & Company
Tennessee
$143M +$10.6M +8% 11.5% 49.5% 292
LFA
5554
Legend Financial Advisors
Pennsylvania
$143M -$14.1M -9% 5.9% 62.3% 46
EL
5555
EQ LLC
Washington
$143M +$12.3M +9% 5.53% 57.3% 52
GCM
5556
Granby Capital Management
Florida
$143M +$26.7M +23% 6.42% 37.7% 62
LAM
5557
L2 Asset Management
Massachusetts
$143M +$104M +262% 12.1% 111% 127
AIM
5558
Alhambra Investment Management
Florida
$143M +$12.1M +9% 9.06% 42.9% 155
MTWM
5559
Masso Torrence Wealth Management
New Jersey
$143M – – 9.5% 102% 404
APCM
5560
Arbiter Partners Capital Management
New York
$143M -$1.03M -0.7% 0.56% 176% 40
GC
5561
Gould Capital
Washington
$143M – – 5.14% 50.2% 211
IWMWV
5562
Ironwood Wealth Management (West Virginia)
West Virginia
$143M +$8.03M +6% 5.64% 27.3% 23
TFA
5563
Tranquilli Financial Advisor
New Jersey
$143M +$9.39M +7% 6.61% 45.3% 88
CWM
5564
Capital Wealth Management
Rhode Island
$143M +$13.3M +10% 5.76% 37.1% 39
DAM
5565
Doheny Asset Management
California
$143M +$2.81M +2% 15.9% 131% 100
B
5566
BetterWealth
California
$143M – – 11% 45.6% 42
CCA
5567
Cruiser Capital Advisors
Connecticut
$143M +$20.6M +17% 15.8% 64.7% 92
AFS
5568
AFG Fiduciary Services
Massachusetts
$142M – – 6.66% 56.1% 78
IA
5569
IFS Advisors
Kansas
$142M -$13.7M -9% 5.18% 47.2% 144
ISSM
5570
Invesco Senior Secured Management
New York
$142M -$50.1M -26% 2.11% 2.99% 18
ILCM
5571
Ivy Lane Capital Management
Florida
$142M -$1.1M -0.8% 4.08% 103% 10
YCM
5572
Yost Capital Management
Texas
$142M +$43M +43% 6.81% 169% 13
PAG
5573
Powers Advisory Group
Illinois
$142M – – 6.43% 35.8% 91
RCA
5574
Reitz Capital Advisors
Michigan
$142M +$8.19M +6% 5.38% 11% 52
NOI
5575
Newton One Investments
Delaware
$142M +$7.44M +6% 4.2% 29.9% 137
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