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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OPWM
5801
Oxinas Partners Wealth Management
Indiana
$154M +$13.1M +9% 7.59% 74.6% 132
FGG
5802
Financial Guidance Group
Florida
$154M +$10.1M +7% 5.95% 43.7% 58
TWP
5803
Tower Wealth Partners
Pennsylvania
$154M +$12.5M +9% 6.63% 43.6% 59
HWMT
5804
Heritage Wealth Management (Texas)
Texas
$154M +$12M +8% 6.54% – 36
BCA
5805
Boundary Creek Advisors
New York
$154M -$1.03M -0.7% 0.6% 4.24% 42
ACP
5806
Acuta Capital Partners
California
$154M -$23.7M -13% 51% 1,554% 45
IWP
5807
Insight Wealth Partners
Texas
$154M +$21.4M +16% 1.54% 16.7% 87
GWAM
5808
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M +$10.5M +7% 7.03% 43.2% 81
CIA
5809
Cascade Investment Advisors
Oregon
$154M +$13M +9% 8.55% 60.3% 118
BAM
5810
Boyar Asset Management
New York
$153M +$20.1M +15% 10.9% 64.5% 83
YWM
5811
Yoder Wealth Management
California
$153M +$11.5M +8% 5.86% – 111
OIM
5812
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 6.55% 31.9% 40
ONSWM
5813
Old North State Wealth Management
North Carolina
$153M +$17.8M +13% 9.59% 55.8% 94
WAM
5814
Werlinich Asset Management
Connecticut
$153M +$21.1M +16% 19.7% 129% 61
ICM
5815
Indaba Capital Management
California
$153M -$21M -12% 0.47% 23.4% 9
IWS
5816
Integrity Wealth Solutions
Colorado
$153M +$8.63M +6% 6.78% – 107
SVBP
5817
Strategic Value Bank Partners
Ohio
$153M -$51.8M -25% 4.28% 25% 25
DSN
5818
D. Scott Neal
Kentucky
$153M +$40.7M +36% 11.2% 88% 64
TCFP
5819
Treasure Coast Financial Planning
Florida
$153M +$9.55M +7% 3.89% 25.4% 34
PCP
5820
Pacific Capital Partners
$153M +$20.2M +15% 11.9% – 60
DC
5821
Darrow Company
Massachusetts
$153M +$22.6M +17% 5.26% 35.1% 48
AAMC
5822
Asset Allocation & Management Company
Illinois
$153M +$3.33M +2% 7.63% 43.9% 52
EFMH
5823
E Fund Management (HK)
Hong Kong
$153M -$34.1M -18% 6.86% 67.8% 95
HWM
5824
Horizons Wealth Management
North Carolina
$153M +$0 0% 2.83% 19.9% 182
HHWM
5825
Hiley Hunt Wealth Management
Nebraska
$153M +$17.4M +13% 5.66% – 37
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