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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TF
7226
Tandem Financial
Colorado
$106M +$14.6M +16% 11.9% – 54
SPW
7227
Surience Private Wealth
Washington
$106M +$49.1M +86% 24.8% 159% 44
SWM
7228
Sentinel Wealth Management
Virginia
$106M – – 6.82% – 39
DM
7229
Diker Management
New York
$106M +$22.9M +27% 18.7% 101% 40
SA
7230
Sincerus Advisory
New York
$106M +$11.6M +12% 7.51% – 67
SB
7231
Semitam Bonam
New York
$106M – – 6.02% – 45
GBFP
7232
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 4.49% – 35
FWP
7233
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 9.62% – 85
BPW
7234
BLVD Private Wealth
Kentucky
$106M – – 16.1% – 73
VFM
7235
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 11.6% – 458
NI
7236
NCP Inc
California
$106M +$32M +43% 26.2% – 133
SA
7237
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 1.37% 60.3% 26
SWM
7238
Stonebridge Wealth Management
Illinois
$106M – – 3.82% – 33
KIA
7239
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 11% 59% 94
SH
7240
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 12.7% – 11
EHMS
7241
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 7.52% – 1
OFO
7242
OneAscent Family Office
Alabama
$106M -$1.72M -2% 9.37% – 145
MFG
7243
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 6% – 119
OPWM
7244
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 8.71% – 133
MDA
7245
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 7.4% – 259
SCVTA
7246
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4.53% – 4
LWA
7247
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 8.02% – 74
PIC
7248
Platt Investment Counsel
Florida
$105M +$3.88M +4% 9.45% 59.1% 10
1L
7249
10Elms LLP
Oklahoma
$105M +$5.57M +6% 5.74% – 542
BPW
7250
Bingham Private Wealth
California
$105M +$8.17M +8% 11.2% – 164
288 289
290
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