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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TPF
6076
Tribridge Partners Financial
Maryland
$170M – – 8.23% – 60
DEM
6077
Disciplined Equity Management
Florida
$170M +$26.6M +18% 6.33% 49.7% 66
CCM
6078
Charter Capital Management
Wisconsin
$170M – – 7.2% – 62
HCP
6079
Hardin Capital Partners
South Carolina
$170M +$7.16M +4% 0.08% – 121
IWP
6080
Innova Wealth Partners
Pennsylvania
$170M +$8.75M +5% 6.68% 55.4% 117
MPCG
6081
Matrix Private Capital Group
New York
$170M +$2.86M +2% 8.46% 56.3% 145
NCMW
6082
Northern Capital Management (Washington)
Washington
$170M +$16.6M +11% 12% 66.4% 46
AF
6083
Aegis Financial
Virginia
$170M +$52.7M +45% 9.48% – 25
SH
6084
SeaTown Holdings
Singapore
$170M +$54M +47% 19.5% 129% 24
CFM
6085
Crawford Fund Management
Massachusetts
$170M +$18.2M +12% 2.82% – 210
CI
6086
Corient IA
Florida
$170M +$29.1M +21% 15.4% – 323
FIBOI
6087
First International Bank of Israel
$170M – – 9.03% – 56
WBWA
6088
William B. Walkup & Associates
South Carolina
$170M +$5.74M +3% 2.48% – 163
PRI
6089
Prepared Retirement Institute
Pennsylvania
$170M +$13.1M +8% 6.58% – 92
RM
6090
Redpoint Management
California
$170M -$107M -39% 0.98% 135% 6
FCC
6091
Flower City Capital
New York
$170M +$17.1M +11% 10.8% 47.1% 41
BM
6092
Bridger Management
New York
$170M -$31.6M -16% 13.4% 157% 34
WC
6093
Wynnefield Capital
New York
$170M +$11.5M +7% 16.8% 81% 16
C
6094
Covestor
United Kingdom
$170M +$20.1M +13% 11.7% 80.5% 2,889
KWM
6095
KMT Wealth Management
California
$169M +$23.5M +16% 10.6% – 17
BWMG
6096
Barnes Wealth Management Group
California
$169M +$13.5M +9% 7% – 176
RCF
6097
Rainwater Charitable Foundation
Texas
$169M +$16.2M +11% 6.35% 38.6% 4
TWP
6098
Tower Wealth Partners
Pennsylvania
$169M -$17.9M -10% 7.2% 43.6% 92
V
6099
ViaWealth
Kansas
$169M +$7.16M +4% 9.75% – 155
CF
6100
Concorde Financial
Texas
$169M -$12.3M -7% 0.45% 64.4% 56
242 243
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