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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
5976
Meritas Wealth Management
California
$133M +$2.83M +2% 15.8% – 52
DFA
5977
DHK Financial Advisors
New Hampshire
$133M +$21.1M +19% 9.97% 46.1% 71
BC
5978
Barnett & Company
Tennessee
$133M +$5.3M +4% 8.46% 49.5% 78
BAM
5979
Boyar Asset Management
New York
$133M +$5.88M +5% 13.1% 64.5% 83
GIM
5980
Greenwich Investment Management
Connecticut
$133M +$6.93M +5% 5.13% – 43
IIM
5981
InTrack Investment Management
Vermont
$133M +$19.5M +17% 11.4% 69.7% 143
GHA
5982
Granite Harbor Advisors
Texas
$133M +$8.71M +7% 9.68% – 80
ACMA
5983
Arbor Capital Management (Alaska)
Alaska
$133M +$20.8M +19% 8.47% 67.8% 111
FF
5984
Financial Futures
New Jersey
$133M +$10.7M +9% 8.95% 30.2% 54
GC
5985
Grizzlyrock Capital
Illinois
$133M – – 9.3% – 20
TP
5986
Teca Partners
Texas
$133M +$15.4M +13% 12.8% 114% 19
BA
5987
Ballew Advisors
Mississippi
$133M +$11.6M +10% 9.65% 49.5% 104
WCM
5988
Washburn Capital Management
Florida
$133M +$14.6M +12% 12.8% 93.8% 52
NMC
5989
Nine Masts Capital
Hong Kong
$133M -$2.8M -2% 4.7% 51.6% 43
FF
5990
Farrow Financial
Vermont
$133M – – 11.8% – 51
AWA
5991
Archvest Wealth Advisors
California
$133M +$9.89M +8% 7.39% 31.4% 59
AFM
5992
Armstrong Fleming & Moore
District of Columbia
$133M +$29.6M +29% 14.2% – 93
HHGC
5993
Hunting Hill Global Capital
New York
$133M -$79.7M -38% 4.13% 92.2% 120
PWM
5994
Partnership Wealth Management
Maryland
$133M – – 9.34% – 210
PCP
5995
Pacific Capital Partners
$133M -$32.8M -20% 9.65% – 59
BAM
5996
BTS Asset Management
Massachusetts
$133M -$22M -14% 5.21% 10.5% 45
AA
5997
Aufman Associates
Pennsylvania
$133M +$13.3M +11% 12.6% 52.3% 43
IWP
5998
Insight Wealth Partners
Texas
$132M +$13.4M +11% 1.07% 16.7% 78
SNBOSCI
5999
Security National Bank of Sioux City Iowa
Iowa
$132M +$4.3M +3% 7.91% – 95
PSC
6000
Piper Sandler & Co
Minnesota
$132M +$26.8M +25% 0.99% 0.42% 22
238 239
240
241 242