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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LB
5576
Legacy Bridge
Iowa
$170M -$1.29M -0.8% 3.63% 132% 326
MAM
5577
McCarthy Asset Management
California
$170M +$7.18M +4% 1.98% 38.3% 40
RFP
5578
RCS Financial Planning
Maryland
$170M +$7.1M +4% 1.12% – 71
LA
5579
Lane & Associates
New Jersey
$170M +$10.7M +7% 1.74% – 118
FAM
5580
Forte Asset Management
New York
$170M +$4.55M +3% 0.93% 41.9% 62
CSA
5581
Cottage Street Advisors
Massachusetts
$169M +$3.82M +2% 3.94% 73.3% 100
GCA
5582
GSI Capital Advisors
California
$169M -$670K -0.4% 0.64% 14.6% 32
CA
5583
Crossingbridge Advisors
New York
$169M +$37M +28% 0.91% – 69
SPFA
5584
Summit Place Financial Advisors
New Jersey
$169M -$1.58M -0.9% 3.24% 87% 95
PSF
5585
Pacific Sun Financial
California
$169M -$2.69M -2% 1.02% – 182
LFG
5586
Leverty Financial Group
Wisconsin
$169M +$1.41M +0.8% 1.42% 46% 36
FCFC
5587
First Citizens Financial Corp
Iowa
$169M +$652K +0.4% 1.4% – 118
FPW
5588
Flagship Private Wealth
Massachusetts
$169M +$14M +9% 3.26% 51.3% 94
MPW
5589
Melone Private Wealth
Michigan
$169M +$2.19M +1% 0.02% 18.4% 48
1C
5590
1623 Capital
Virginia
$169M -$10.3M -6% 0.25% 10.7% 25
CA
5591
Cresta Advisors
Texas
$169M +$11M +7% 4.34% 51.4% 45
AWM
5592
Aviso Wealth Management
Washington
$168M +$9.88M +6% 6.46% – 157
GWM
5593
Grand Wealth Management
Michigan
$168M -$41.2M -20% 0.64% 42.5% 72
WAM
5594
Worth Asset Management
Texas
$168M +$5.85M +4% 4.34% 72.8% 162
MFP
5595
Meridian Financial Partners
Virginia
$168M +$90.5M +116% 2.1% 47.2% 83
SA
5596
Sunesis Advisors
Kansas
$168M -$2.61M -2% 2.54% – 50
AIP
5597
Alapocas Investment Partners
Massachusetts
$168M +$307K +0.2% 3.23% 70.6% 19
AP
5598
Aspect Partners
Virginia
$168M +$41.3M +33% 1.04% – 584
PWM
5599
Penobscot Wealth Management
Maine
$168M +$9.71M +6% 1.03% 44.2% 79
ACM
5600
Anabranch Capital Management
Connecticut
$168M -$3.64M -2% 10.3% 284% 7
222 223
224
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