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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EL
6526
EMFO LLC
Florida
$107M +$1.29M +1% 10.1% 25.7% 315
KCM
6527
KRS Capital Management
Michigan
$107M +$13.6M +14% 15.6% 184% 120
FFP
6528
Forbes Financial Planning
Rhode Island
$107M +$14.1M +15% 9.75% 38.1% 29
OWP
6529
Old Well Partners
North Carolina
$107M -$7.97M -7% 14.9% 93.1% 45
O3W
6530
Omni 360 Wealth
New Jersey
$107M – – 9.83% – 96
SLFPAM
6531
St. Louis Financial Planners Asset Management
Missouri
$107M -$17.6M -14% 6.51% – 39
KPPF
6532
Klein Pavlis & Peasley Financial
California
$107M – – 9.91% – 73
EWM
6533
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 8.26% 40.5% 44
PSB
6534
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 11.4% 64.9% 358
PHIC
6535
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 10.7% 72.3% 107
NMM
6536
Naples Money Management
Florida
$107M – – 12.6% – 423
UID
6537
Union Investments & Development
Israel
$107M -$79M -43% 12.2% 17% 46
GC
6538
Glenorchy Capital
Australia
$107M – – 2.81% – 70
CP
6539
Catalys Pacific
Japan
$107M – – 4.02% – 3
GAA
6540
Guardian Asset Advisors
Pennsylvania
$107M – – 11.6% – 97
MGW
6541
MB Generational Wealth
Washington
$107M – – 11.4% – 48
AFG
6542
AFS Financial Group
Maryland
$107M -$39.9M -27% 9.17% – 99
RIA
6543
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 10.7% 51% 102
JCFM
6544
JBR Co Financial Management
Oklahoma
$106M – – 9.35% – 89
SHFA
6545
Sherrill & Hutchins Financial Advisory
Georgia
$106M – – 10.6% – 10
BCM
6546
BHZ Capital Management
California
$106M +$15M +16% 14.3% 3.05% 72
ADEF
6547
ABS Direct Equity Fund
Connecticut
$106M – – 14.6% – 43
MWM
6548
MY Wealth Management
Maryland
$106M +$5.66M +6% 10.2% 27% 30
MWM
6549
Melfa Wealth Management
Massachusetts
$106M +$14.2M +15% 10.9% – 147
WSL
6550
Western Standard LLC
California
$106M -$4.69M -4% 6.24% 95.1% 39
260 261
262
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