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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NIP
6526
Norwood Investment Partners
California
$140M -$8.12M -5% 5.06% 74.9% 13
RFO
6527
RiverGlades Family Offices
Florida
$140M +$392K +0.3% 0.71% – 86
TC
6528
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 1.2% 43.9% 213
FCT
6529
First Community Trust
Iowa
$140M +$17.6M +14% 1.13% 73.4% 329
FF
6530
Farrell Financial
New York
$140M -$1.71M -1% 0.1% – 69
KW
6531
Keyvantage Wealth
Pennsylvania
$140M – – 0.17% – 95
SCM
6532
Shorepath Capital Management
Utah
$140M +$3.31M +2% 2.91% – 24
CIG
6533
Cascade Investment Group
Colorado
$140M +$3.39M +2% 3.05% – 137
BFM
6534
Broadview Financial Management
Wisconsin
$140M -$7.93M -5% 2.39% 42% 42
HB
6535
Hauser Brothers
Germany
$140M +$9.61M +7% 17.7% – 10
FHC
6536
Fort Henry Capital
West Virginia
$140M -$7.15M -5% 2.4% 25.3% 16
PWAM
6537
Pinnacle West Asset Management
Wyoming
$140M +$184K +0.1% 0.96% – 116
MAG
6538
M3 Advisory Group
Massachusetts
$140M +$3.51M +3% 3.66% – 158
PBRA
6539
Pine Brook Road Advisors
New York
$140M -$48.3M -26% 2.81% – 3
AWM
6540
Allen Wealth Management
North Carolina
$140M -$4.64M -3% 2.57% – 61
GC
6541
Glenorchy Capital
Australia
$140M +$6.49M +5% 11.8% – 66
LMAF
6542
Lepercq Multi-Asset Fund
Bermuda
$139M – – 0.72% – 14
LDNAM
6543
Lepercq De Neuflize Asset Management
New York
$139M – – 0.72% – 14
CCA
6544
Cottonwood Capital Advisors
Utah
$139M +$3.22M +2% 0.14% 57.7% 136
SR
6545
Syntax Research
Florida
$139M -$8.36M -6% 4.87% – 198
MFG
6546
Mosaic Financial Group
Illinois
$139M -$1.44M -1% 1.31% – 133
ARC
6547
Advisor Resource Council
Texas
$139M -$80.9M -37% 0.13% 54.7% 280
ES
6548
Enavate Sciences
California
$139M – – 34.8% – 5
WAM
6549
WealthTrust Asset Management
Florida
$139M +$5.07M +4% 2.58% 78.7% 103
TL
6550
TowerView LLC
New York
$139M -$15.7M -10% 9.74% 10.7% 25
260 261
262
263 264