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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LOIP
6676
Live Oak Investment Partners
Texas
$127M -$4.4M -3% 0.55% – 277
SO
6677
Sierra Ocean
California
$127M +$4.23M +3% 0.8% – 1,140
VAM
6678
Vienna Asset Management
California
$127M -$21.2M -14% 9.88% – 52
LFS
6679
Littlejohn Financial Services
Oregon
$127M +$14.9M +13% 2.13% – 68
MAG
6680
M3 Advisory Group
Massachusetts
$127M -$13.1M -9% 3.47% – 151
HCM
6681
Hestia Capital Management
Pennsylvania
$127M +$8.71M +7% 23.5% – 30
MSK
6682
Melissa S. Kampmann
$127M -$602K -0.5% 0.52% – 42
HCWM
6683
Hidden Cove Wealth Management
Washington
$126M +$3.25M +3% 2.68% – 71
BA
6684
Brightwater Advisory
Florida
$126M -$1.13M -0.9% 0.67% – 61
VPWA
6685
Vestia Personal Wealth Advisors
Indiana
$126M +$4.93M +4% 0.55% – 98
BGAI
6686
Bruce G. Allen Investments
Colorado
$126M +$3.07M +2% 5.07% – 1,152
DWA
6687
Delos Wealth Advisors
Texas
$126M +$760K +0.6% 1.79% 38.4% 202
MAMF
6688
Mirabaud Asset Management (France)
France
$126M +$40.2M +47% 0% – 20
PIP
6689
PB Investment Partners
California
$126M -$7.23M -5% 3.31% 112% 8
MCM
6690
Mainstream Capital Management
California
$126M -$16.4M -12% 3.37% – 324
MCM
6691
Moon Capital Management
New York
$126M -$5.28M -4% 17.3% 44.8% 18
EMB
6692
Elefante Mark B
$126M +$16.7M +15% 1.21% – 57
CWM
6693
Challenger Wealth Management
California
$126M +$10.1M +9% 1.63% – 125
USWG
6694
U.S. Wealth Group
New York
$126M -$6.09M -5% 1.53% – 42
HWA
6695
HMV Wealth Advisors
Louisiana
$126M +$26.1M +26% 1.51% – 84
FA
6696
FSA Advisors
Michigan
$126M +$44.3M +54% 2.25% – 190
PSFG
6697
Park Square Financial Group
Georgia
$126M -$18.7M -13% 3.31% – 1,054
SWA
6698
Safir Wealth Advisors
New Hampshire
$126M -$3.65M -3% 2.64% 40% 17
RWS
6699
Rochester Wealth Strategies
Michigan
$126M – – 0.06% – 23
LFA
6700
Laraway Financial Advisors
Minnesota
$126M -$3.92M -3% 1.88% 66.1% 122
266 267
268
269 270