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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BAWM
6551
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 6.4% – 50
IPAM
6552
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 6.33% – 145
BSHC
6553
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 6.39% – 102
TWM
6554
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 7.56% 107% 32
NWMG
6555
Nicholson Wealth Management Group
South Carolina
$122M – – 14.3% – 97
EI
6556
EDMP Inc
Florida
$122M +$11.3M +10% 10.6% 61% 84
SRB
6557
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 5.8% – 34
S
6558
Sunpointe
Missouri
$122M -$32.1M -21% 5.72% – 192
HA
6559
HC Advisors
Georgia
$122M +$13.2M +12% 6.74% 52.2% 53
PWP
6560
Parkwoods Wealth Partners
New York
$122M – – 6.68% – 31
CC
6561
Cultivar Capital
Texas
$122M +$2.17M +2% 8.59% – 196
1WM
6562
1858 Wealth Management
Ohio
$122M +$1.03M +0.9% 7.71% – 135
ACM
6563
Arlington Capital Management
Illinois
$122M +$6.37M +6% 5.06% 139% 103
IWP
6564
Innova Wealth Partners
Pennsylvania
$122M -$18.3M -13% 5.06% 55.4% 149
CCG
6565
Coastwise Capital Group
California
$121M +$16.5M +16% 6.62% 74.1% 130
PWCM
6566
Processus Wealth & Capital Management
Tennessee
$121M +$712K +0.6% 1.12% – 34
NL
6567
NDWM LLC
California
$121M +$8.48M +8% 4.54% – 35
OF
6568
Outfitter Financial
Maine
$121M +$1.09M +0.9% 5.28% 71.1% 78
AL
6569
ACAS LLC
California
$121M +$6.3M +5% 7.09% – 89
FNWA
6570
Financial Network Wealth Advisors
Utah
$121M -$12.6M -9% 5.99% – 1,034
MSA
6571
McAlister Sweet & Associates
Texas
$121M -$18.1M -13% 4.07% 73.9% 34
MSAGDF
6572
Moneda SA Administradora General de Fondos
Chile
$121M -$21.3M -15% 8.45% 33.1% 27
TA
6573
TCM Advisors
West Virginia
$121M +$7.02M +6% 1.16% 15.7% 63
RIA
6574
Richwood Investment Advisors
Ohio
$121M +$6.8M +6% 8.02% 51% 102
BCVI
6575
Bain Capital Venture Investors
Massachusetts
$121M -$88.8M -42% 5.53% 500% 4
261 262
263
264 265