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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NM
6276
Nokota Management
New York
$100M +$82.8M +482% 2.65% – 66
AWM
6277
Avaii Wealth Management
Wisconsin
$99.8M – – 6.68% 58.9% 97
AG
6278
Appleton Group
Wisconsin
$99.7M -$16.5M -14% 8.9% 58.3% 60
MRL
6279
Mantle Ridge LP
New York
$99.7M +$10.8M +12% 12.1% 46.4% 2
LSC
6280
Lesa Sroufe & Co
Washington
$99.6M +$5.69M +6% 6.61% – 76
ICP
6281
Interchange Capital Partners
Pennsylvania
$99.6M +$39.8M +66% 4.73% 67.6% 202
LPP
6282
Life Planning Partners
Florida
$99.3M – – 3.16% – 172
ONSWM
6283
Old North State Wealth Management
North Carolina
$99.2M – – 5.46% 55.8% 57
MIC
6284
MU Investments Company
Japan
$99.2M +$5.92M +6% 16.2% 40.4% 29
MI
6285
Markston International
New York
$99.1M -$7.74M -7% 7.87% 110% 147
EWM
6286
Endowment Wealth Management
Wisconsin
$98.9M – – 3.04% 70.5% 122
ALS
6287
Andrew L. Share
$98.9M +$3.18M +3% 4.05% 40.9% 8
POIA
6288
Pin Oak Investment Advisors
Texas
$98.8M +$8.19M +9% 7.34% 43.5% 443
GIM
6289
Guild Investment Management
California
$98.8M -$5.06M -5% 6.59% 89.1% 87
AWM
6290
Avondale Wealth Management
Texas
$98.8M -$3.62M -4% 5.45% 60.6% 121
SCMC
6291
Serent Capital Management Company
California
$98.7M – – 3.49% – 1
PSIWM
6292
Paradigm Strategies in Wealth Management
Minnesota
$98.7M -$7.18M -7% 3.78% 28.9% 54
CA
6293
Carson Advisory
Georgia
$98.7M – – 9.59% 55.2% 134
TWP
6294
Tower Wealth Partners
Pennsylvania
$98.7M +$3.83M +4% 5.53% 43.6% 53
SC
6295
Schubert & Co
Texas
$98.4M – – 0.33% 86.1% 1,399
AIM
6296
Alerce Investment Management
Illinois
$98.3M -$47.8M -33% 31.2% 25.1% 7
SLWA
6297
San Luis Wealth Advisors
California
$98.2M -$81.3M -45% 11.4% 53.4% 167
HFW
6298
Horizon Family Wealth
Illinois
$98.1M – – 8.36% 62.7% 47
BSWA
6299
Bromfield Sneider Wealth Advisors
Massachusetts
$98M – – 7.47% – 27
OP
6300
Osmium Partners
California
$98M -$13.5M -12% 16% 29.2% 9
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