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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFP
6451
Brewster Financial Planning
New York
$129M +$10.1M +8% 6.46% 33% 20
CPW
6452
Cove Private Wealth
New York
$129M +$3.73M +3% 4.24% – 77
LW
6453
Lauer Wealth
Indiana
$129M +$2.51M +2% 7.16% – 47
BGAI
6454
Bruce G. Allen Investments
Colorado
$129M +$9.83M +8% 8.63% – 1,156
LOIP
6455
Live Oak Investment Partners
Texas
$129M +$7.92M +7% 5.78% – 284
FFA
6456
Frazier Financial Advisors
Ohio
$129M +$2.66M +2% 7.62% – 1,060
TPCM
6457
Templeton & Phillips Capital Management
Tennessee
$129M +$15.9M +14% 12.7% – 55
CG
6458
Clifford Group
Massachusetts
$129M +$4.73M +4% 5.85% – 77
UL
6459
Unionview LLC
Washington
$128M +$6.01M +5% 5.82% 21.2% 95
ACL
6460
Applied Capital LLC
Florida
$128M +$13.8M +12% 11.5% – 86
KA
6461
Kore Advisors
Florida
$128M +$1.88M +1% 3.72% – 20
PIS
6462
POM Investment Strategies
North Carolina
$128M +$3.02M +2% 5.37% – 379
DSCM
6463
Del-Sette Capital Management
New York
$128M +$6.19M +5% 7.7% 85.3% 40
TA
6464
TPG Advisors
Illinois
$128M +$10.5M +9% 6.6% – 91
CVV
6465
Curative Ventures V
Texas
$128M +$108M +554% 554% 77.5% 1
LF
6466
LifeSteps Financial
California
$128M +$6.67M +6% 5.46% 76.7% 88
RFN
6467
Redwood Financial Network
Ohio
$128M +$8.74M +7% 4.64% 60.9% 154
BVC
6468
Bright Valley Capital
Hong Kong
$128M +$39.1M +44% 16.5% – 14
KAM
6469
Kraft Asset Management
Tennessee
$128M +$8.76M +7% 6.66% 41% 48
CSC
6470
Cove Street Capital
California
$128M -$11.5M -8% 3.94% 49.8% 120
GRA
6471
Golden Road Advisors
Florida
$128M +$6.42M +5% 5.97% – 38
BRIA
6472
Balanced Rock Investment Advisors
Massachusetts
$128M +$8.62M +7% 6.72% – 91
TFP
6473
Traction Financial Partners
Wyoming
$127M -$9.92M -7% 5.79% – 57
APW
6474
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 5.35% 75% 156
OC
6475
OxenFree Capital
Florida
$127M +$12.9M +11% 5.03% – 41
257 258
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