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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NRWA
6126
North Ridge Wealth Advisors
Oregon
$99.9M – – 5.81% – 40
WIM
6127
Waycross Investment Management
Washington
$99.9M +$900K +0.9% 3.92% – 54
EI
6128
EDMP Inc
Florida
$99.9M -$1.71M -2% 0.31% 61% 63
MWM
6129
MY Wealth Management
Maryland
$99.9M +$34.2M +52% 6.83% 27% 28
BFP
6130
Brewster Financial Planning
New York
$99.7M +$5.32M +6% 5.21% 33% 13
MCM
6131
Moon Capital Management
New York
$99.7M +$10.5M +12% 8.48% 44.8% 18
SA
6132
SFI Advisors
New Jersey
$99.7M +$7.56M +8% 7.6% 54.5% 94
BWA
6133
Beam Wealth Advisors
Louisiana
$99.6M +$3.69M +4% 3.85% 45.4% 103
CWP
6134
Core Wealth Partners
California
$99.6M +$10.7M +12% 6.1% – 145
SICM
6135
Sustainable Insight Capital Management
New York
$99.5M +$10.8M +12% 12.1% 142% 123
EWM
6136
Endowment Wealth Management
Wisconsin
$99.5M +$8.64M +10% 7.32% 70.5% 144
TIAM2
6137
Tru Independence Asset Management 2
Oregon
$99.5M – – 17.4% – 73
NMG
6138
New Millennium Group
Utah
$99.5M +$5.8M +6% 10.5% 139% 481
GFP
6139
Guardian Financial Partners
California
$99.5M +$5.22M +6% 5.12% 36.2% 41
F4L
6140
Fortune 45 LLC
Louisiana
$99.3M +$8.43M +9% 5.95% 64.3% 43
RCWM
6141
Royal Capital Wealth Management
Indiana
$99.3M +$5.24M +6% 4.55% 77.2% 101
MWM
6142
Magnolia Wealth Management
Alabama
$99.3M +$7.06M +8% 5.19% – 11
WFS
6143
Widmann Financial Services
Maryland
$99.2M +$3.69M +4% 4.52% 54.8% 83
FMI
6144
F/M Investments
District of Columbia
$99.2M +$16.6M +20% 23.3% 125% 73
BIP
6145
Blue Investment Partners
California
$99.2M +$18.7M +23% 14.9% – 32
DG
6146
DMC Group
Alabama
$99M +$10.4M +12% 7.47% 67.7% 124
LSC
6147
Lesa Sroufe & Co
Washington
$98.9M +$8.73M +10% 6.7% – 73
T2I
6148
Turim 21 Investimentos
Brazil
$98.9M -$84.2M -46% 4% 69.9% 78
PFG
6149
Prosperity Financial Group
California
$98.8M +$6.12M +7% 7.73% – 113
AWA
6150
Authentikos Wealth Advisory
California
$98.8M – – 2.66% – 59
244 245
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