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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NWM
6676
NRI Wealth Management
California
$100M – – 13.8% – 28
DWS
6677
Discipline Wealth Solutions
South Carolina
$100M – – 7.32% – 26
PWCM
6678
Processus Wealth & Capital Management
Tennessee
$100M – – 12.3% – 43
PWP
6679
PrairieView Wealth Partners
Illinois
$100M – – 8.23% – 17
FF
6680
Farrell Financial
New York
$100M – – 9.99% – 60
LHWM
6681
Lake Hills Wealth Management
Texas
$99.9M +$1.13M +1% 3.72% – 46
LF
6682
LifePlan Financial
Minnesota
$99.8M – – 9.37% – 89
NC
6683
Napatree Capital
Rhode Island
$99.8M – – 9.45% – 117
HFS
6684
Hoge Financial Services
Pennsylvania
$99.7M – – 8.8% – 46
EFG
6685
Ehrlich Financial Group
California
$99.7M – – 8.81% – 94
GF
6686
Gimbal Financial
Indiana
$99.7M – – 12.7% – 41
AC
6687
AWH Capital
Texas
$99.6M -$12.7M -11% 14% 120% 29
GECH
6688
Garnet Equity Capital Holdings
New York
$99.6M -$8.75M -8% 2.44% 51.6% 27
MA
6689
Marquette Associates
Illinois
$99.5M – – 9.73% – 33
UIA
6690
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 11.9% 145% 238
PFS
6691
Prospect Financial Services
New York
$99.2M – – 11.4% – 69
SWM
6692
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 8.98% – 157
LL
6693
LMDAGG LLC
California
$99.1M – – 32.4% – 1
SWMG
6694
Sard Wealth Management Group
Georgia
$99.1M – – 11% – 42
PBT
6695
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 11.3% 60.5% 43
POIA
6696
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 3.73% 43.5% 487
MCM
6697
Moon Capital Management
New York
$98.6M +$15.7M +19% 7.93% 44.8% 15
GSPF
6698
Grafton Street Partners Fund
Florida
$98.6M – – 20.8% – 11
SPW
6699
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 14% 159% 30
DIM
6700
DC Investments Management
Virginia
$98.4M +$18.7M +23% 13.5% 33.5% 89
266 267
268
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