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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWP
6776
Phillips Wealth Planners
Mississippi
$104M +$9.53M +10% 9.16% – 202
PCMN
6777
Paradigm Capital Management (Nevada)
Nevada
$104M – – 6.27% – 58
LGG
6778
Luts & Greenleigh Group
Maryland
$104M +$8.01M +8% 5.71% – 87
SPAS
6779
Spectrum Planning & Advisory Services
California
$104M +$394K +0.4% 5.07% – 61
AWA
6780
Authentikos Wealth Advisory
California
$104M +$489K +0.5% 3.05% – 159
OFG
6781
Orcam Financial Group
California
$103M +$10M +11% 5.65% 24.7% 49
NCTC
6782
New Covenant Trust Company
Indiana
$103M +$16.2M +19% 5.94% – 91
CI
6783
Centerstone Investors
New York
$103M -$17M -14% 9.74% 55.6% 29
SCH
6784
Shengqi Capital (HK)
Hong Kong
$103M – – 13.6% – 2
CWP
6785
Corepath Wealth Partners
Arizona
$103M +$8.12M +9% 6.39% 37.8% 28
MC
6786
Mayar Capital
United Kingdom
$103M -$4.83M -4% 10.8% 31.4% 13
WFS
6787
WealthGarden F.S.
California
$103M +$7.85M +8% 5.28% – 125
IW
6788
Instrumental Wealth
Florida
$103M +$5.78M +6% 5.62% – 50
AIA
6789
Accelerate Investment Advisors
California
$102M – – 5.88% – 84
ACM
6790
Agincourt Capital Management
Virginia
$102M -$5.15M -5% 5.39% 0.36% 4
JSA
6791
Jim Saulnier & Associates
Colorado
$102M – – 3.79% – 83
MIM
6792
Macroview Investment Management
Maryland
$102M +$8.51M +9% 7.77% 55.1% 656
KIA
6793
Kraematon Investment Advisors
Massachusetts
$102M +$3.44M +3% 6.58% 59% 90
HPM
6794
Hudson Portfolio Management
New York
$102M – – 6.87% – 110
CP
6795
Camelot Portfolios
Ohio
$102M -$75.2M -43% 6.91% 28.9% 605
CA
6796
CWC Advisors
Oregon
$101M – – 7.04% – 121
NFP
6797
NorthLanding Financial Partners
New York
$101M +$6.92M +7% 6.51% 41.1% 37
KSB
6798
Kennebec Savings Bank
Maine
$101M – – 7.45% – 270
GBA
6799
Garrison Bradford & Associates
New York
$101M +$3.54M +4% 9.38% 51.9% 32
IVGAI
6800
Index Venture Growth Associates III
Jersey
$101M -$19.2M -16% 6.37% 825% 2
270 271
272
273 274