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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MPCG
5926
Matrix Private Capital Group
New York
$148M +$15.1M +11% 9.25% 56.3% 150
MWM
5927
Mittelman Wealth Management
Massachusetts
$148M – – 7.83% – 64
FW
5928
Fairway Wealth
Ohio
$148M +$16.8M +13% 5.45% – 80
HFS
5929
HBC Financial Services
Washington
$147M -$53K -0% 7.23% 12.6% 199
CAM
5930
Cobblestone Asset Management
Virginia
$147M +$11.8M +9% 5.75% – 49
PCM
5931
Piedmont Capital Management
Montana
$147M +$10.1M +7% 8.63% 68% 48
BCM
5932
BCK Capital Management
Connecticut
$147M +$45.4M +45% 9.04% 285% 115
SCP
5933
Sivia Capital Partners
California
$147M +$15.9M +12% 13.3% – 200
KFS
5934
Kaizen Financial Strategies
California
$147M +$15.6M +12% 8.87% 92.7% 136
LAM
5935
Lakewood Asset Management
Illinois
$147M +$18.4M +14% 10.8% – 118
PE
5936
Platinum Equity
California
$147M -$570K -0.4% 1.27% 71.4% 7
HWP
5937
Hibernia Wealth Partners
Louisiana
$147M +$14.6M +11% 4.79% – 83
AC
5938
Avory & Company
Florida
$147M +$3.98M +3% 0.08% 105% 30
KFA
5939
Kapstone Financial Advisors
Ohio
$147M +$19.3M +15% 22.8% – 102
CMBA
5940
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 8.85% 62% 562
YWS
5941
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 7.16% 46.5% 80
SWG
5942
Summit Wealth Group
Vermont
$147M +$19M +15% 6.49% 37.2% 44
WFA
5943
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 6.91% 44.3% 69
TWM
5944
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 9.43% 107% 32
GHA
5945
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 8.3% – 83
SP
5946
Successful Portfolios
Florida
$147M +$12.8M +10% 11.8% 69.6% 177
VFG
5947
V2 Financial group
Illinois
$147M +$2.78M +2% 5.75% 54.6% 75
HLA
5948
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 6.88% 352% 27
SWM
5949
Salvus Wealth Management
New Jersey
$146M +$5.78M +4% 10.7% 88.4% 108
SAM
5950
Soviero Asset Management
New York
$146M -$13.7M -9% 10.3% 375% 49
236 237
238
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