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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ECM
6676
Empirical Capital Management
Tennessee
$133M -$10.5M -7% 21.9% – 19
DF
6677
Define Financial
California
$132M – – 3.59% – 34
UPS
6678
UHLMANN PRICE SECURITIES
Illinois
$132M +$6.65M +5% 3.24% – 186
CAM
6679
Campion Asset Management
Virginia
$132M -$3.73M -3% 0.18% 52.2% 92
NJIM
6680
Nabity-Jensen Investment Management
Nebraska
$132M +$1.78M +1% 1.59% – 71
CC
6681
CIBRA Capital
United Kingdom
$132M – – 5.79% – 22
GK
6682
Graney & King
New York
$132M – – 0.19% – 322
USWG
6683
U.S. Wealth Group
New York
$132M – – 0.23% – 40
GRA
6684
Golden Road Advisors
Florida
$132M +$4.53M +4% 2.45% – 42
PWA
6685
Providence Wealth Advisors
Illinois
$132M -$3.13M -2% 1.4% 85.3% 85
PS
6686
Pinney & Scofield
Massachusetts
$132M – – 2.78% – 225
BFP
6687
Brewster Financial Planning
New York
$132M +$3.05M +2% 2.5% 33% 27
HFS
6688
Hopwood Financial Services
Virginia
$132M – – 0.41% – 310
1IA
6689
1620 Investment Advisors
Massachusetts
$132M -$6.76M -5% 0.67% 46% 795
IGM
6690
Incline Global Management
New York
$132M -$93.2M -41% 5.29% 48.3% 32
BWS
6691
Broadway Wealth Solutions
Texas
$132M – – 0.88% – 92
CA
6692
Continental Advisors
Utah
$132M -$3.74M -3% 2.08% 26.3% 36
SFS
6693
Sharp Financial Services
Pennsylvania
$132M +$2.22M +2% 0.79% – 106
CWMGO
6694
Capstone Wealth Management Group (Oregon)
Oregon
$132M – – 1.92% – 103
CWA
6695
Clearview Wealth Advisors
Oregon
$132M +$1.8M +1% 1.06% 39.1% 99
OCA
6696
OEP Capital Advisors
New York
$132M -$23.6M -15% 15.2% 27% 1
MCM
6697
Moon Capital Management
New York
$132M -$6.66M -5% 5.7% 44.8% 25
SWM
6698
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 1.79% – 38
SMAM
6699
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 0.04% – 479
RWM
6700
Refined Wealth Management
Utah
$131M +$1.69M +1% 4.47% 94.2% 28
266 267
268
269 270