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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
UMC
6051
UNC Management Company
North Carolina
$111M -$55.2M -33% 4.03% 74.7% 2
TGI
6052
TRV GP IV
Massachusetts
$111M -$29.2M -21% 19.3% 263% 3
MFG
6053
Marmo Financial Group
Tennessee
$111M +$5.54M +5% 6.71% – 19
ASGS
6054
Alpha Square Group S
New York
$111M -$10.9M -9% 6.5% 35.6% 20
FA
6055
Fermata Advisors
California
$111M -$55M -33% 0.99% 33.1% 117
MAP
6056
Milestone Advisory Partners
North Carolina
$110M +$2.08M +2% 4.02% 19.7% 72
FA
6057
Financial Alternatives
California
$110M +$6.1M +6% 3.73% – 79
DJFS
6058
Dean Jacobson Financial Services
Texas
$110M +$3.68M +3% 3.58% 75.6% 14
LODC
6059
Lanham O'Dell & Company
West Virginia
$110M +$19.4M +21% 9.61% 85.4% 20
KA
6060
Kearns & Associates
California
$110M +$9.87M +10% 7.28% 58.5% 43
CAM
6061
CenterStar Asset Management
Illinois
$110M +$77.2M +233% 1.12% 10.7% 215
RTC
6062
Riverview Trust Company
Washington
$110M +$1.54M +1% 7.66% 71.7% 774
WAM
6063
WealthTrust Asset Management
Florida
$110M +$5.15M +5% 5.27% 78.7% 84
TC
6064
Tsai Capital
New York
$110M +$15.2M +16% 16.3% 81.6% 25
EL
6065
EMFO LLC
Florida
$110M +$4.6M +4% 10.6% 25.7% 316
EFG
6066
Erickson Financial Group
Pennsylvania
$110M +$9.4M +9% 7% 55.4% 24
VCWA
6067
Vanguard Capital Wealth Advisors
Colorado
$110M +$9.8M +10% 11.4% 130% 144
UI
6068
Unconventional Investor
New Hampshire
$110M +$5.41M +5% 5.73% 55.3% 34
KWA
6069
Kellett Wealth Advisors
Ohio
$110M +$6.11M +6% 3.63% 51.4% 63
A
6070
Atomvest
Hong Kong
$110M -$2.37M -2% 22.6% 87.7% 5
MGB
6071
Mass General Brigham
Massachusetts
$110M -$18.4M -14% 8.17% 333% 9
VP
6072
Verum Partners
North Carolina
$110M +$16.2M +17% 4.62% – 108
TNAM
6073
Terra Nova Asset Management
New York
$110M +$7.85M +8% 8.85% 136% 87
MWM
6074
MY Wealth Management
Maryland
$110M +$9.75M +10% 3.82% 27% 29
RCA
6075
Reitz Capital Advisors
Michigan
$110M +$1.19M +1% 3.7% 11% 53
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