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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TOTUOP
5626
Trustees of The University of Pennsylvania
Pennsylvania
$132M -$113M -46% 10.6% 6.44% 6
WAL
5627
W Advisors LLC
Tennessee
$132M -$1.87M -1% 1.68% 57.5% 120
WF
5628
Williams Financial
Vermont
$132M -$281K -0.2% 4.04% 21.1% 36
PSC
5629
Piper Sandler & Co
Minnesota
$132M -$6.67M -5% 3.75% 0.42% 53
FWP
5630
Firethorn Wealth Partners
Georgia
$132M -$847K -0.6% 3.09% 53.7% 156
HBT
5631
Heartland Bank & Trust
Illinois
$132M -$3.11M -2% 3.92% 102% 138
3C
5632
325 Capital
New York
$132M +$29.9M +29% 8.58% 194% 10
MAG
5633
MRA Advisory Group
New Jersey
$132M +$2.5M +2% 0.59% 52.8% 132
VFG
5634
V2 Financial group
Illinois
$131M +$2.56M +2% 6.32% 54.6% 73
DFS
5635
Dixon Fnancial Services
California
$131M -$5.71M -4% 2.42% 52.4% 26
WOSD
5636
WFA of San Diego
California
$131M -$40.7M -24% 3.07% – 172
OMC
5637
OUP Management Company
Pennsylvania
$131M -$90.5M -41% 22.5% – 16
G
5638
Gainplan
Michigan
$131M -$100M -43% 4.4% 79.6% 75
WAM
5639
Werlinich Asset Management
Connecticut
$131M -$6.07M -4% 1.07% 129% 58
SCA
5640
Strategic Capital Advisers
Colorado
$131M -$8.41M -6% 0.97% 51.4% 63
BA
5641
Ballew Advisors
Mississippi
$131M -$12.7M -9% 0.06% 49.5% 131
SWM
5642
Salvus Wealth Management
New Jersey
$131M -$5.94M -4% 6.26% 88.4% 105
EIM
5643
Ervin Investment Management
Washington
$131M +$5.65M +5% 3.63% 83.5% 34
OF
5644
Outfitter Financial
Maine
$131M -$5.59M -4% 1.98% 71.1% 261
FWM
5645
Fortress Wealth Management
California
$131M -$2.28M -2% 4.08% 34.5% 63
AFG
5646
Affinia Financial Group
Massachusetts
$131M -$23.2M -15% 3.96% 37.5% 33
DAM
5647
Diamant Asset Management
Connecticut
$131M -$6.24M -5% 0.82% 62.8% 71
AFO
5648
Allie Family Office
Florida
$130M +$4.43M +4% 4.04% 48.7% 69
TCFP
5649
Treasure Coast Financial Planning
Florida
$130M +$1.14M +0.9% 3.43% 25.4% 34
TC
5650
Tsai Capital
New York
$130M -$13.6M -9% 8.49% 81.6% 16
224 225
226
227 228