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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OCFG
5626
O'Connor Financial Group
Illinois
$191M +$1.02M +0.5% 1.4% – 58
OWA
5627
ORBA Wealth Advisors
Illinois
$191M -$6.3M -3% 0.82% – 108
GWA
5628
GGM Wealth Advisors
Maryland
$191M -$40.8M -18% 0.89% 25.8% 165
CA
5629
Cresta Advisors
Texas
$191M +$0 0% 0.03% 51.4% 50
EW
5630
Element Wealth
Mississippi
$191M +$2.47M +1% 0.32% 39.6% 301
GPC
5631
Guardian Point Capital
Virginia
$191M -$32.8M -15% 14.7% 114% 12
BSHC
5632
Breed's Hill Capital
Massachusetts
$191M +$69.2M +57% 2.8% – 139
TWP
5633
Tower Wealth Partners
Pennsylvania
$191M +$19.2M +11% 0.89% 43.6% 86
WPM
5634
Worldly Partners Management
Massachusetts
$191M -$19.3M -9% 8.84% – 3
GIA
5635
Goodwin Investment Advisory
Georgia
$191M -$40M -17% 2.68% 60.9% 39
IFA
5636
Interactive Financial Advisors
Illinois
$191M -$3.47M -2% 1.43% 37.1% 89
RTL
5637
Red Tortoise LLC
Georgia
$191M -$7.84M -4% 4.09% – 621
PC
5638
Powers Capital
California
$191M – – 2.12% – 2
TWM
5639
Tumwater Wealth Management
Idaho
$191M – – 2.27% – 31
SWM
5640
SFG Wealth Management
Maryland
$191M +$2.11M +1% 1.52% 70.1% 107
GSF
5641
Grove Street Fiduciary
New Hampshire
$190M – – 5.11% – 58
VCM
5642
Viewpoint Capital Management
Washington
$190M +$11.5M +6% 5.51% 109% 142
SM
5643
Scoggin Management
New York
$190M +$9.23M +5% 15% 55.5% 64
SAM
5644
S.A. Mason
Michigan
$190M +$1.78M +0.9% 1.52% 79.9% 350
CPSC
5645
Carl P. Sherr & Co
Massachusetts
$190M +$312K +0.2% 0.91% 62.9% 122
MTWM
5646
Masso Torrence Wealth Management
New Jersey
$190M +$4.95M +3% 7.17% 102% 106
EM
5647
ELCO Management
New York
$190M +$4.94M +3% 6.8% 76.3% 178
FFL
5648
Flat Footed LLC
Wyoming
$190M -$29M -13% 11.1% 34.9% 23
DRD
5649
Dennis R. Delaney
$190M -$3.72M -2% 0.38% 65.7% 47
CI
5650
Cordant Inc
Oregon
$190M -$5.5M -3% 3.47% 25.6% 82
224 225
226
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