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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWM
5551
Lodestone Wealth Management
Washington
$124M – – 10.7% – 119
MFG
5552
Monumental Financial Group
Maryland
$124M +$18.3M +17% 6.32% 18.2% 57
MFC
5553
Morris Financial Concepts
South Carolina
$124M +$27.2M +28% 8.42% 46.7% 148
LAM
5554
Lakewood Asset Management
Illinois
$124M – – 9.51% – 315
HG
5555
Herbst Group
Connecticut
$124M +$1.8M +1% 8.59% 111% 76
OFW
5556
Omnia Family Wealth
Florida
$124M +$1.9M +2% 8.59% 72.5% 73
BFP
5557
Briaud Financial Planning
Texas
$124M +$11.1M +10% 9.72% 53.6% 28
APC
5558
Alpine Peaks Capital
New York
$124M +$12.1M +11% 7.81% 37% 25
RC
5559
Roubaix Capital
Colorado
$124M +$11.2M +10% 9.27% 153% 64
TWM
5560
TLW Wealth Management
Florida
$124M +$8.86M +8% 13.3% 106% 20
BCM
5561
Bancreek Capital Management
California
$123M +$7.36M +6% 8.66% 38.3% 27
NPT
5562
Nixon Peabody Trust
Massachusetts
$123M +$5.35M +5% 8.84% 82.1% 70
TCM
5563
True Capital Management
California
$123M – – 2.32% – 121
CPW
5564
Catalyst Private Wealth
California
$123M -$9.4M -7% 8.58% 124% 78
PCM
5565
Praetorian Capital Management
Florida
$123M – – 22.5% – 17
LHA
5566
Little Harbor Advisors
Massachusetts
$123M +$1.02M +0.8% 6.33% 53% 4
FGG
5567
Financial Guidance Group
Florida
$123M -$1.85M -1% 8.22% 43.7% 53
FCM
5568
Family Capital Management
Michigan
$123M – – 3.96% – 73
HWM
5569
Horizon Wealth Management
Illinois
$123M -$13.7M -10% 4.08% 84.2% 74
LI
5570
Latash Investments
Alaska
$123M -$1.55M -1% 3.17% 125% 23
BAM
5571
Boyar Asset Management
New York
$123M +$1.22M +1% 12% 64.5% 86
MAM
5572
MMA Asset Management
Pennsylvania
$123M +$6.8M +6% 7.97% 44.2% 110
C
5573
Covestor
United Kingdom
$123M +$9.13M +8% 10.4% 80.5% 2,923
PWMG
5574
Provence Wealth Management Group
California
$123M +$45.9M +60% 7.32% – 122
DB
5575
Dravo Bay
Delaware
$122M +$12.3M +11% 7.44% 35.8% 45
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