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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
O3W
5826
Omni 360 Wealth
New Jersey
$171M +$11.2M +7% 1.36% – 167
MIRH
5827
Madison International Realty Holdings
New York
$171M -$27.8M -14% 2.26% 26.8% 2
BFG
5828
Buttonwood Financial Group
Missouri
$171M -$9.96M -6% 3.54% 53.8% 32
MWM
5829
Meritas Wealth Management
California
$171M +$4.28M +3% 2.66% – 54
NC
5830
Nipun Capital
California
$170M +$15.6M +10% 4.39% – 10
LCM
5831
LCM Capital Management
Illinois
$170M -$6.97M -4% 4.74% 92.2% 104
MIM
5832
Meros Investment Management
Texas
$170M -$53M -24% 19.2% 59.1% 46
CS
5833
Capital Square
Tennessee
$170M -$5.72M -3% 0.48% 37% 202
MWA
5834
MN Wealth Advisors
Kansas
$170M -$7.46M -4% 1.31% – 111
SAS
5835
Sage Advisory Services
Texas
$170M +$1.65M +1% 0.11% 25.6% 44
PWG
5836
Private Wealth Group
Florida
$170M -$34.4M -17% 1.38% 38.4% 70
AWM
5837
Aegis Wealth Management
Maryland
$170M +$22.2M +15% 0.44% – 126
WSL
5838
Western Standard LLC
California
$170M +$20M +13% 4.22% 95.1% 36
AWAP
5839
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$170M -$4.45M -3% 0.13% 48.2% 147
OCM
5840
Orleans Capital Management
Louisiana
$170M -$8.76M -5% 0.3% 62.7% 95
UAM
5841
Unison Asset Management
Florida
$170M -$34.1M -17% 0.72% 107% 32
YWM
5842
Yardley Wealth Management
Pennsylvania
$170M -$36.1M -18% 0.43% – 42
APC
5843
Asset Planning Corporation
Tennessee
$170M +$10M +6% 2.41% 30.4% 45
GCCM
5844
Green Court Capital Management
Hong Kong
$169M +$18.2M +12% 8.63% 8.63% 3
OFM
5845
Omega Fund Management
Massachusetts
$169M +$15.3M +10% 22.2% 82.4% 14
FHWM
5846
Fox Hill Wealth Management
Massachusetts
$169M -$7.43M -4% 1.3% – 134
RMSCM
5847
R.M. Sincerbeaux Capital Management
New York
$169M +$2.73M +2% 2.29% 78.8% 40
OPWM
5848
Oxinas Partners Wealth Management
Indiana
$169M -$1.24M -0.7% 5.85% 74.6% 129
HSWS
5849
Higgins & Schmidt Wealth Strategies
Colorado
$169M +$8.97M +6% 1.56% – 48
HWM
5850
HighMark Wealth Management
Minnesota
$169M -$4.66M -3% 2.2% 66% 610
232 233
234
235 236