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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EG
6476
Ellerson Group
Maryland
$127M -$4.08M -3% 4.86% – 50
GAA
6477
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 9.6% 117% 145
VIA
6478
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 15.1% 126% 405
HFAS
6479
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 8.62% 55.1% 112
PIM
6480
Profit Investment Management
Maryland
$127M -$32.7M -20% 9.69% 84.6% 86
SPWG
6481
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 5.5% 40% 93
SR
6482
Summer Road
Florida
$127M +$23.6M +23% 27% 132% 32
SA
6483
Sage Advisors
Colorado
$127M +$3.94M +3% 3.61% – 27
MC
6484
Muzinich & Co
New York
$127M +$1.98M +2% 2.62% 10.7% 57
MWA
6485
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 5.05% – 83
LWM
6486
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 6.57% 46.2% 82
DCM
6487
Davis Capital Management
Florida
$126M +$11.3M +10% 8.26% – 348
APS
6488
American Planning Services
Florida
$126M -$15.7M -11% 4.4% 23.8% 54
IA
6489
IFS Advisors
Kansas
$126M +$7.71M +6% 5.17% 47.2% 159
MCWA
6490
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 7.16% – 135
TFM
6491
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 5.31% – 102
LC
6492
Lodbrok Capital
United Kingdom
$126M -$39.4M -24% 7.96% 21.1% 5
MVA
6493
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 6.17% 112% 56
GSPF
6494
Grafton Street Partners Fund
Florida
$126M +$6.68M +6% 8.18% – 13
SLFPAM
6495
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.65M +8% 4.77% – 44
DWA
6496
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 7.33% 60.8% 114
UPS
6497
UHLMANN PRICE SECURITIES
Illinois
$126M – – 6.19% – 178
MCM
6498
Magnolia Capital Management
New York
$126M +$6.6M +6% 5.73% 61.8% 71
NFA
6499
Northwest Financial Advisors
Virginia
$126M +$27.3M +28% 6.18% – 571
AAG
6500
Accordant Advisory Group
Maryland
$126M +$19.9M +19% 8.15% – 167
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