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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MAG
6626
M3 Advisory Group
Massachusetts
$110M +$25M +29% 9.91% – 134
PPWM
6627
Perissos Private Wealth Management
Oklahoma
$110M – – 10% – 77
PWP
6628
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 4.93% – 19
SPWM
6629
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 8.1% 57.7% 132
CCM
6630
Chiron Capital Management
Florida
$110M -$4.84M -4% 4.85% 16.4% 126
SHF
6631
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 6.24% – 45
CF
6632
Concorde Financial
Texas
$110M -$36.1M -25% 9.39% 64.4% 41
AFP
6633
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 7.83% – 88
OWG
6634
Oxford Wealth Group
Florida
$110M – – 15% – 60
NL
6635
NDWM LLC
California
$110M +$5.93M +6% 4.95% – 32
SHFA
6636
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 4.64% – 10
CS
6637
Crescent Sterling
Louisiana
$110M +$9.48M +9% 9.86% – 81
HC
6638
Hoese & Co
Minnesota
$110M +$7.53M +7% 7.58% 42.7% 146
GSPF
6639
Grafton Street Partners Fund
Florida
$110M +$11M +11% 2.69% – 12
VAM
6640
Vienna Asset Management
California
$110M -$338K -0.3% 9% – 56
OC
6641
OxenFree Capital
Florida
$109M +$12.2M +13% 6.68% – 41
DW
6642
Durante & Waters
New York
$109M +$5.7M +5% 6.99% – 32
EL
6643
EMFO LLC
Florida
$109M +$1.78M +2% 8.05% 25.7% 297
OFG
6644
OmniStar Financial Group
North Carolina
$109M +$29.5M +37% 8.81% 49.6% 154
LF
6645
LifePlan Financial
Minnesota
$109M +$9.29M +9% 6.75% – 95
FWM
6646
FMFE Wealth Management
New York
$109M +$7.48M +7% 7.6% – 25
DFC
6647
DB Fitzpatrick & Co
Idaho
$109M +$4.7M +5% 4.77% 34.5% 93
TI
6648
TrueMark Investments
Illinois
$109M +$8.4M +8% 10.6% – 115
WCBA
6649
Weaver C. Barksdale & Associates
Tennessee
$109M +$6.66M +7% 8.11% 35% 64
NBT
6650
Northwest Bank & Trust
Iowa
$109M -$2.09M -2% 11% – 201
264 265
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