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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CMBA
5851
C.M. Bidwell & Associates
Hawaii
$164M +$14.2M +9% 6.28% 62% 560
CTC
5852
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 6.57% – 411
MA
5853
McBroom & Associates
Nevada
$163M +$3.87M +2% 6.67% 157% 35
DCI
5854
Data Collective IV
California
$163M +$20.8M +15% 27.5% 278% 6
LAM
5855
LifePro Asset Management
California
$163M +$23.9M +17% 5.97% 49% 176
OPWM
5856
Oxinas Partners Wealth Management
Indiana
$163M +$12.9M +9% 4.98% 74.6% 131
DFA
5857
DHK Financial Advisors
New Hampshire
$163M +$19.9M +14% 9.11% 46.1% 93
BWG
5858
Boomfish Wealth Group
Georgia
$163M +$8.44M +5% 6.54% – 93
EFIC
5859
Eliot Finkel Investment Counsel
California
$163M +$11.1M +7% 8.82% 33.1% 31
M1FG
5860
Mach-1 Financial Group
Arkansas
$163M +$21M +15% 5.97% 95% 90
MCM
5861
Mendel Capital Management
Arkansas
$163M +$8.21M +5% 6.96% 63.6% 100
SWM
5862
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 11.8% 88.4% 119
SVBP
5863
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 14.6% 25% 22
NAAA
5864
New Age Alpha Advisors
New York
$163M -$18M -10% 5.22% – 179
AL
5865
ADE LLC
Maryland
$163M +$14.5M +10% 5.91% 40.1% 84
WAL
5866
W Advisors LLC
Tennessee
$162M +$9.92M +7% 5.69% 57.5% 120
TF
5867
Tudor Financial
Ohio
$162M – – 7.82% – 124
HCM
5868
Helios Capital Management
Singapore
$162M +$8.77M +6% 5.64% – 50
RB
5869
Richmond Brothers
Michigan
$162M +$112M +221% 5.93% 118% 38
TGI
5870
TRV GP IV
Massachusetts
$162M -$40.1M -20% 9.77% 263% 3
4FG
5871
4Thought Financial Group
New York
$162M +$1.12M +0.7% 5.54% 31.4% 109
FWM
5872
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 3.75% 114% 81
BFP
5873
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 7.02% – 45
TCFP
5874
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 4.63% 25.4% 35
GWAM
5875
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 7.09% 43.2% 84
233 234
235
236 237