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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWM
6601
Daner Wealth Management
Georgia
$136M – – 0.83% – 56
MGW
6602
MB Generational Wealth
Washington
$136M -$2.57M -2% 1.64% – 60
JWM
6603
JP Wealth Management
South Carolina
$136M – – 0.29% – 16
WDC
6604
Woodward Diversified Capital
California
$136M -$21.5M -14% 3.27% 72.7% 169
IWA
6605
Integrity Wealth Advisors
California
$136M – – 4.33% – 63
CCM
6606
Crestwood Capital Management
New York
$136M +$6.39M +5% 42.3% 198% 17
WA
6607
WESPAC Advisors
California
$136M +$773K +0.6% 4.97% 64.3% 187
GIM
6608
Goodlander Investment Management
Texas
$136M – – 15% – 10
VWWMG
6609
Vermillion & White Wealth Management Group
Pennsylvania
$136M +$519K +0.4% 1.81% – 409
CC
6610
Citrine Capital
California
$136M – – 6.02% – 36
NCG
6611
Newport Capital Group
New Jersey
$136M +$4.16K +0% 0.71% – 60
HI
6612
Harper Investing
California
$136M -$16.9M -11% 3.18% 26.8% 49
TWM
6613
Trevian Wealth Management
Massachusetts
$136M +$13.6M +11% 3.85% 107% 30
CAM
6614
Clio Asset Management
Virginia
$136M -$6.92M -5% 2.11% – 17
SAM
6615
Steinberg Asset Management
New York
$136M +$4.63M +4% 6.6% 84.4% 43
NBT
6616
Northwest Bank & Trust
Iowa
$135M +$4.03M +3% 2.39% – 202
KOMWMG
6617
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$135M +$15.5M +13% 1.37% 39.8% 81
OIM
6618
Opus Investment Management
Massachusetts
$135M -$6.99M -5% 3.04% 31.9% 30
AH
6619
Addis & Hill
Pennsylvania
$135M +$4.73M +4% 0.68% – 28
GP
6620
Gallo Partners
New Jersey
$135M – – 1.2% – 68
AL
6621
ACAS LLC
California
$135M +$13.9M +11% 2.29% – 92
1M
6622
13D Management
New York
$135M -$1.41M -1% 7.14% 60.2% 27
MIM
6623
Meixler Investment Management
Arizona
$135M -$661K -0.5% 0.69% 56.5% 118
BCM
6624
Brooktree Capital Management
Michigan
$135M +$11.7M +10% 14.9% 78.9% 25
NCM
6625
Northland Capital Management
Minnesota
$135M -$39.9M -23% 2.31% 23.3% 35
263 264
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