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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BWG
6376
Berry Wealth Group
Texas
$125M +$4.68M +4% 2.67% – 92
SCA
6377
Sippican Capital Advisors
Massachusetts
$125M -$1.31M -1% 0.49% 61.7% 122
CPW
6378
Cove Private Wealth
New York
$125M +$8.05M +7% 7.14% – 77
CC
6379
Copperleaf Capital
North Carolina
$125M +$9.54M +8% 1.44% 73.4% 95
QM
6380
QVIDTVM Management
Texas
$125M +$819K +0.7% 5.41% 1.78% 10
PIS
6381
POM Investment Strategies
North Carolina
$125M +$2.86M +2% 3.09% – 332
CCM
6382
Crew Capital Management
Ohio
$125M +$1.59M +1% 3.7% 81.2% 126
WWWM
6383
White Wing Wealth Management
Texas
$125M +$4.48M +4% 1.93% – 32
SHFP
6384
Second Half Financial Partners
Florida
$125M -$99.9M -44% 0.45% 24.9% 70
LWM
6385
Lionsbridge Wealth Management
Florida
$125M -$4.45M -3% 0.37% 46.2% 66
MC
6386
Muzinich & Co
New York
$125M +$9.56M +8% 1.49% 10.7% 69
NFA
6387
Northern Financial Advisors
Michigan
$125M -$3.41M -3% 2.93% – 114
G
6388
Greycroft
New York
$125M -$18.1M -13% 0.81% 27.9% 8
TIM
6389
Tevis Investment Management
Texas
$124M +$6.88M +6% 2.21% 53.4% 94
GAA
6390
Green Alpha Advisors
Colorado
$124M -$13.6M -10% 5.76% 117% 143
HFA
6391
Harbert Fund Advisors
Alabama
$124M -$20.9M -14% 4.09% 56.2% 114
CIA
6392
Cohen Investment Advisors
New Hampshire
$124M -$29.9M -19% 1.74% 74.2% 78
CP
6393
Clayton Partners
California
$124M +$6.6M +6% 4.54% 64.1% 39
D
6394
Dentgroup
Louisiana
$124M +$3.24M +3% 0.97% 47.2% 89
KWA
6395
Kellett Wealth Advisors
Ohio
$124M -$20.5M -14% 2.82% 51.4% 92
DJFS
6396
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 0.21% 75.6% 13
MA
6397
Mosaic Advisors
Texas
$124M +$1.47M +1% 0.42% 30.3% 17
SM
6398
Salzhauer Michael
$124M -$717K -0.6% 0.65% 34.9% 83
HLA
6399
Hamilton Lane Advisors
Pennsylvania
$124M -$22.7M -15% 1.39% 352% 20
CG
6400
Clifford Group
Massachusetts
$124M +$2.75M +2% 2.63% – 74
254 255
256
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