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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ABG
5601
Ally Bridge Group
New York
$168M -$12M -7% 9.43% 246% 32
CWM
5602
Cahill Wealth Management
Michigan
$168M -$4.15M -2% 1.73% 24.6% 49
ACC
5603
Acorn Creek Capital
Colorado
$168M +$9.05M +6% 2.24% – 70
NC
5604
nVerses Capital
Florida
$167M +$126M +302% 0.65% – 1,254
FAG
5605
Fortitude Advisory Group
Washington
$167M -$9.66M -5% 6.95% 104% 226
SNBOSD
5606
Security National Bank of So Dak
Iowa
$167M +$1.06M +0.6% 1.99% – 99
SWM
5607
Shelton Wealth Management
Texas
$167M +$8.13M +5% 1.91% 53.7% 137
CH
5608
Cromwell Holdings
Wyoming
$167M – – 4.79% – 611
CRCM
5609
Crystal Rock Capital Management
Illinois
$167M -$4.62M -3% 2.66% 194% 28
EL
5610
EQ LLC
Washington
$167M +$4.7M +3% 2.01% 57.3% 55
OFA
5611
Onyx Financial Advisors
Idaho
$167M +$5.27M +3% 0.68% – 15
BAM
5612
Bosun Asset Management
Illinois
$167M -$8.64M -5% 16.9% 221% 209
VFA
5613
Values First Advisors
Tennessee
$167M -$3.71M -2% 4.72% 69.5% 184
FBC
5614
Fairfield, Bush & Co
Connecticut
$167M -$1.8M -1% 5.43% 102% 120
VCM
5615
VeriStar Capital Management
New York
$167M -$23.6M -12% 4.21% 40.8% 12
FFA
5616
Florida Financial Advisors
Florida
$167M +$30.7M +23% 4.68% – 154
B
5617
Birchbrook
Maine
$167M -$1.46M -0.9% 0.11% – 293
AWM
5618
AllSquare Wealth Management
New York
$167M -$4.04M -2% 1.33% 43.2% 548
MWA
5619
Motive Wealth Advisors
Michigan
$166M +$1.34M +0.8% 2.65% 55.9% 71
LWM
5620
Lakeridge Wealth Management
Ohio
$166M +$12.1M +8% 1.81% – 148
MSWM
5621
Mader & Shannon Wealth Management
Missouri
$166M -$12M -7% 0.13% 34.7% 12
AFO
5622
Allie Family Office
Florida
$166M -$3.52M -2% 1.77% 48.7% 88
P2P
5623
Phase 2 Partners
California
$166M -$25.1M -13% 4.52% 25.2% 39
YWS
5624
Yarger Wealth Strategies
Ohio
$166M +$19.4M +13% 1.8% 46.5% 87
HWM
5625
HighMark Wealth Management
Minnesota
$166M +$4.72M +3% 0.4% 66% 629
223 224
225
226 227