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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LW
6251
Lauer Wealth
Indiana
$92.3M -$3.92M -4% 3.51% – 47
PWS
6252
Precision Wealth Strategies
Missouri
$92.2M +$31.1M +51% 0.71% 49.1% 110
CG
6253
Clifford Group
Massachusetts
$92.2M -$907K -1% 3.14% – 72
RFMS
6254
RWQ Financial Management Services
Florida
$92.1M -$21.9M -19% 2.55% 422% 27
MWM
6255
Melfa Wealth Management
Massachusetts
$92M -$6.64M -7% 6.89% – 142
TAC
6256
Twenty Acre Capital
Pennsylvania
$92M -$1.55M -2% 6.67% 142% 20
SM
6257
Salzhauer Michael
$92M -$618K -0.7% 0.66% 34.9% 76
EVP
6258
Evergreen Venture Partners
Israel
$92M +$16.5M +22% 21.9% 44.7% 1
NWMG
6259
National Wealth Management Group
Ohio
$91.9M -$4.25M -4% 0.73% 54.2% 156
MFS
6260
Monetta Financial Services
Illinois
$91.8M -$10.5M -10% 0.54% 196% 57
CAP
6261
Columbia Advisory Partners
Washington
$91.8M -$1.76M -2% 2.53% 41.7% 70
SWM
6262
Sanctuary Wealth Management
Idaho
$91.7M -$2.81M -3% 2.31% – 314
BOC
6263
Bull Oak Capital
California
$91.4M – – 2.8% – 85
HA
6264
HFG Advisors
Ohio
$91.4M -$3.31M -3% 2.77% 55.3% 102
BCM
6265
BHZ Capital Management
California
$91.3M -$27M -23% 2.96% 3.05% 74
AFCM
6266
Alta Fox Capital Management
Texas
$91.3M -$30.4M -25% 4.93% 207% 21
SAM
6267
Sequent Asset Management
Texas
$91.2M -$995K -1% 0.02% 49% 53
BP
6268
Berkshire Partners
Massachusetts
$91.2M -$42.3M -32% 31.7% 23.2% 1
MWA
6269
Motive Wealth Advisors
Michigan
$91.1M -$5.52M -6% 3.61% 55.9% 55
UIA
6270
Ulland Investment Advisors
Minnesota
$91M -$6.37M -7% 1.17% 145% 229
AE
6271
AMH Equity
New York
$91M +$3.5M +4% 3.58% 150% 40
VM
6272
Valinor Management
New York
$90.9M -$31.1M -25% 37.6% – 1
OL
6273
Owen LaRue
Kentucky
$90.9M -$4.2M -4% 1.11% – 78
G
6274
Greycroft
New York
$90.9M -$11.1M -11% 11.5% 27.9% 5
BWA
6275
Blodgett Wealth Advisors
California
$90.8M -$5.41M -6% 3.12% 120% 65
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