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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
W
5751
WorthPointe
California
$124M +$12.5M +11% 3.74% 48.1% 56
GWM
5752
Gitterman Wealth Management
New Jersey
$124M -$10.6M -8% 4.42% 19% 124
USPCM
5753
Union Square Park Capital Management
New York
$124M -$50.9M -29% 3.69% 19% 174
CFO
5754
Capitol Family Office
Oregon
$124M -$21.5M -15% 6.66% 48.9% 26
CG
5755
Cynosure Group
Utah
$124M -$8.4M -6% 0.83% 56.9% 25
VAM
5756
Vert Asset Management
California
$124M +$2.65M +2% 4.84% 17.2% 46
ACA
5757
Ascension Capital Advisors
Texas
$124M -$28.5M -19% 5.71% 53.2% 38
DM
5758
Diker Management
New York
$124M -$22M -15% 9.84% 101% 49
FMI
5759
F/M Investments
District of Columbia
$124M -$12.6M -9% 4.55% 125% 87
LCM
5760
LCM Capital Management
Illinois
$124M -$5.18M -4% 4.85% 92.2% 99
BAM
5761
Banta Asset Management
California
$124M -$9.7M -7% 10.3% 20.6% 23
BWIA
5762
Bryant Woods Investment Advisors
New York
$124M -$4.21M -3% 4.61% 54% 37
LR
5763
Library Research
Hong Kong
$124M -$32.2M -21% 19.2% 22.4% 6
NLP
5764
Next Level Private
New York
$124M +$4.55M +4% 1.2% 73.8% 93
EW
5765
Element Wealth
Mississippi
$124M -$8.35M -6% 4.24% 39.6% 207
AMR
5766
Asset Management Resources
Massachusetts
$124M +$9.39M +8% 5.85% – 69
FA
5767
Financial Advantage
Maryland
$124M +$2.5M +2% 2.05% 24.3% 157
ASI
5768
Advisory Services & Investments
Oregon
$124M -$32.8M -21% 2.59% 19.6% 41
CIA
5769
Cladis Investment Advisory
Montana
$123M -$1.21M -1% 2.65% 95% 162
MVPI
5770
Maven Ventures Partners II
California
$123M -$58.6M -32% 32.2% – 2
WF
5771
Warner Financial
Maryland
$123M +$3.58M +3% 4.34% 52.2% 87
PFG
5772
Pinnacle Financial Group
Illinois
$123M -$5.96M -5% 2.19% 40.7% 69
GBWM
5773
Granite Bay Wealth Management
New Hampshire
$123M +$22.2M +22% 6.17% 46.8% 65
CRIG
5774
Charter Research & Investment Group
Connecticut
$123M -$3.73M -3% 0.69% 54.7% 87
CFO
5775
Custos Family Office
Texas
$123M +$13.9M +13% 5.84% 43.6% 36
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