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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWM
6276
Lionsbridge Wealth Management
Florida
$129M +$4.17M +3% 6.05% 46.2% 65
WLG
6277
Williamson Legacy Group
Indiana
$129M +$21.3M +20% 23.9% – 89
KA
6278
Kearns & Associates
California
$129M +$11.8M +10% 8.22% 58.5% 45
SWIM
6279
Smallwood Wealth Investment Management
New Jersey
$129M +$8.17M +7% 6.98% 23.6% 69
NRWA
6280
North Ridge Wealth Advisors
Oregon
$129M +$8.78M +7% 3.54% – 40
DM
6281
Delphi Management
Massachusetts
$129M +$20.1M +18% 11.5% – 93
AMAL
6282
Asset Management Advisors LLC
Oklahoma
$129M +$7.14M +6% 12.2% 75.5% 17
VH
6283
Visionary Horizons
Tennessee
$129M +$5.39M +4% 6.57% – 86
BFA
6284
Brown Financial Advisory
Alabama
$129M +$5.89M +5% 7.11% 48% 32
SI
6285
Schusterman Interests
Oklahoma
$129M +$60.5M +89% 80.9% 472% 13
MI
6286
Motiv8 Investments
Florida
$129M +$16.7M +15% 6.08% – 101
HFF
6287
Halter Ferguson Financial
Indiana
$129M -$26.7M -17% 6.56% – 29
LC
6288
Lakehouse Capital
Australia
$129M +$3.46M +3% 12.9% 187% 15
NWMG
6289
National Wealth Management Group
Ohio
$129M +$25.2M +24% 11.7% 54.2% 162
SRC
6290
Samson Rock Capital
United Kingdom
$128M +$33.2M +35% 4.54% 126% 16
CWM
6291
Comprehensive Wealth Management
Washington
$128M +$17.7M +16% 2.52% 13.9% 33
PWH
6292
Priebe Wealth Holdings
Minnesota
$128M +$6.51M +5% 8.92% – 73
VAG
6293
Vannoy Advisory Group
Texas
$128M +$6.45M +5% 5.41% – 28
VAF
6294
Values Added Financial
District of Columbia
$128M +$6.06M +5% 6.11% – 86
BFS
6295
Burr Financial Services
California
$128M -$2.61M -2% 46.3% – 34
SA
6296
SRN Advisors
Pennsylvania
$128M +$16.7M +15% 16.9% 148% 92
NFA
6297
Northern Financial Advisors
Michigan
$128M +$9.31M +8% 11.5% – 118
TFP
6298
Traction Financial Partners
Wyoming
$128M -$21M -14% 6.96% – 64
ACM
6299
Andina Capital Management
Utah
$128M +$11.8M +10% 3.76% – 141
CFM
6300
Crawford Fund Management
Massachusetts
$128M +$9.32M +8% 1.79% – 260
250 251
252
253 254