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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SVWG
5651
Shared Vision Wealth Group
United States
$190M +$2.83M +2% 1.29% – 78
SL
5652
SIB LLC
New York
$190M -$14.5M -7% 0.93% 29.1% 19
GFG
5653
Greenbush Financial Group
New York
$190M – – 1.81% – 33
FFL
5654
Financial Freedom LLC
Ohio
$190M +$767K +0.4% 0.52% – 363
BBW
5655
Blue Barn Wealth
Utah
$190M -$5.14M -3% 0.51% 28.6% 167
LJCM
5656
Lee Johnson Capital Management
Texas
$190M -$4.96M -3% 5.89% 67.6% 36
MFP
5657
Meridian Financial Partners
Virginia
$189M -$8.36M -4% 1.36% 47.2% 108
PGF
5658
Plan Group Financial
Oklahoma
$189M -$51.2K -0% 1.13% – 118
TVWM
5659
Tower View Wealth Management
Wisconsin
$189M +$6.53M +4% 2.21% 110% 216
RC
5660
Riposte Capital
New York
$189M -$6.46M -3% 4.42% – 31
LAI
5661
Legal Advantage Investments
California
$189M +$7.24M +4% 6.86% 131% 108
SOAG
5662
Silver Oak Advisory Group
Oregon
$189M -$5.91M -3% 2.58% 17.2% 70
MC
5663
Metavasi Capital
New York
$189M -$1.47M -0.8% 17.9% 458% 39
GCA
5664
GSI Capital Advisors
California
$189M -$10.7M -5% 5.61% 14.6% 34
DWM
5665
Dogwood Wealth Management
Kansas
$189M +$15.2M +9% 0.28% – 666
DFG
5666
Delphi Financial Group
Delaware
$189M +$11.9M +7% 5.69% 50.4% 28
PWM
5667
Pacific Wealth Management
California
$189M -$26.1M -12% 0.25% 30.5% 21
MAG
5668
MRA Advisory Group
New Jersey
$189M +$5.82M +3% 3.02% 52.8% 140
LD
5669
Lipe & Dalton
New York
$189M -$9.41M -5% 1.33% 59.7% 104
FWA
5670
FOCUS Wealth Advisors
Texas
$189M -$12M -6% 1.33% 42.5% 65
FAM
5671
Forte Asset Management
New York
$188M +$854K +0.5% 1.04% 41.9% 65
PAM
5672
Peninsula Asset Management
Florida
$188M -$10.1M -5% 2.1% 50.3% 44
WPEP
5673
Walnut Private Equity Partners
Nebraska
$188M +$20.1M +12% 8.77% 67% 16
TF
5674
Threadgill Financial
Texas
$188M +$20M +12% 0.84% 51.3% 50
ICMM
5675
Integrated Capital Management (Michigan)
Michigan
$188M -$805K -0.4% 0.86% – 62
225 226
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