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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
5776
Maripau Wealth Management
Indiana
$174M +$5.63M +3% 1.41% 47.5% 151
FFL
5777
Financial Freedom LLC
Ohio
$174M -$15.5M -8% 2.5% – 371
TS
5778
Twin Securities
New York
$174M +$4.51M +3% 29.3% 444% 21
BFP
5779
Beacon Financial Planning
Massachusetts
$174M +$2.19M +1% 0.57% – 48
TCPG
5780
Trivant Custom Portfolio Group
California
$174M +$2.65M +2% 2.16% – 226
LIA
5781
LifePlan Investment Advisors
North Carolina
$174M +$12.2M +8% 0.19% – 106
SIA
5782
Schear Investment Advisers
Ohio
$174M -$14.2M -8% 5.08% – 92
AL
5783
ADE LLC
Maryland
$174M +$10.7M +7% 0.17% 40.1% 84
CSPIA
5784
Cary Street Partners Investment Advisory
Virginia
$173M +$21M +14% 0.41% 66.6% 596
GCCM
5785
Gate City Capital Management
Illinois
$173M +$7.68M +5% 1.14% – 16
MAG
5786
Mayfair Advisory Group
Alabama
$173M +$3.58M +2% 1.52% 51.1% 166
KFS
5787
Kaizen Financial Strategies
California
$173M -$3.29M -2% 5.1% 92.7% 151
HIP
5788
Hengistbury Investment Partners
United Kingdom
$173M +$36.3M +26% 1.55% 118% 5
GWM
5789
Global Wealth Management
New Jersey
$173M +$16.7M +11% 2.02% – 31
TFG
5790
Team Financial Group
California
$173M -$1.1M -0.6% 1.41% – 41
ACM
5791
Accent Capital Management
Ohio
$173M -$2.46M -1% 6.86% – 340
ACM
5792
Absolute Capital Management
Pennsylvania
$173M -$7.82M -4% 1.92% 56.5% 131
NIA
5793
NBZ Investment Advisors
Tennessee
$173M -$5.61M -3% 4.18% – 74
AWA
5794
AmeriServ Wealth Advisors
Pennsylvania
$173M -$12.4M -7% 0.99% – 73
SC
5795
Summa Corp
Texas
$173M -$31M -15% 7.62% – 65
VOMP
5796
Vision One Management Partners
Florida
$173M -$14M -7% 0.89% – 10
CH
5797
CVS Health
Rhode Island
$173M -$61.1M -26% 4.58% 41% 3
HM
5798
HCEP Management
Hong Kong
$173M +$47.6M +38% 29.8% 104% 16
HWMT
5799
Heritage Wealth Management (Texas)
Texas
$173M +$2.72M +2% 1.48% – 35
CWM
5800
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 1.81% 38.8% 378
230 231
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