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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWIM
6426
Smallwood Wealth Investment Management
New Jersey
$145M +$4.84M +3% 0.59% 23.6% 78
OC
6427
Optima Capital
Oregon
$145M – – 0.81% – 152
NWM
6428
NRI Wealth Management
California
$145M – – 5% – 26
SFG
6429
Seamount Financial Group
Colorado
$145M +$11.8M +9% 2.02% – 100
MF
6430
Meridian Financial
Massachusetts
$145M -$4.94M -3% 0.66% 41.5% 129
GIS
6431
Graphene Investments SAS
France
$145M -$11.2M -7% 1.83% – 47
FTIA
6432
Four Tree Island Advisory
New Hampshire
$145M – – 3.34% – 23
PSFG
6433
Park Square Financial Group
Georgia
$145M – – 3.43% – 956
MSWA
6434
Marshall & Sterling Wealth Advisors
New York
$145M – – 0.25% – 361
EWM
6435
Echo Wealth Management
Minnesota
$145M +$1.64M +1% 0.16% 40.5% 49
WAG
6436
Wallace Advisory Group
California
$145M +$8M +6% 1.29% – 199
HIA
6437
Harvest Investment Advisors
Florida
$145M -$2.29M -2% 0.72% – 57
ACM
6438
Arlington Capital Management
Illinois
$145M +$23.1M +19% 1.46% 139% 100
PBK
6439
Peoples Bank (Kansas)
Kansas
$145M -$4.5M -3% 0.19% – 326
CP
6440
Clayton Partners
California
$145M +$5.76M +4% 5.62% 64.1% 43
NRWA
6441
North Ridge Wealth Advisors
Oregon
$144M -$2.61M -2% 3.83% – 195
WWM
6442
Whalen Wealth Management
Nevada
$144M +$2.95M +2% 3.24% – 182
TFG
6443
Taylor Financial Group
Virginia
$144M -$328K -0.2% 0.73% – 102
BMD
6444
Better Money Decisions
New Mexico
$144M +$3.34M +2% 1.47% 32.7% 70
NIF
6445
Nalanda India Fund
Mauritius
$144M -$54.1M -27% 10.1% 15.3% 1
HPC
6446
Highland Peak Capital
Connecticut
$144M -$10.2M -7% 1.56% – 29
NWMP
6447
Noble Wealth Management PBC
Colorado
$144M – – 0.19% – 459
ICM
6448
Islay Capital Management
Texas
$144M -$5.1M -3% 1.08% 60.1% 229
FWS
6449
FinDec Wealth Services
California
$144M -$28.2M -16% 1.36% – 43
AA
6450
Atmos Advisory
Pennsylvania
$144M +$3.3M +2% 3.19% 21% 32
256 257
258
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