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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MSA
7351
Marathon Strategic Advisors
Pennsylvania
$93M +$569K +0.6% 0.32% – 38
LC
7352
Luminist Capital
Michigan
$92.9M +$35.4M +61% 1.31% – 274
VCWM
7353
Vista Cima Wealth Management
Arizona
$92.9M -$3.33M -3% 6.14% – 52
MAMNY
7354
Marathon Asset Management (New York)
New York
$92.9M +$17.7M +24% 2.47% 66.8% 14
TGI
7355
TRV GP IV
Massachusetts
$92.9M +$12.7M +16% 39.5% 263% 3
BIS
7356
BG Investment Services
Guam
$92.8M -$6.45M -6% 2.54% – 36
GPWM
7357
Grant Private Wealth Management
California
$92.7M -$30K -0% 6.88% – 123
IWC
7358
Infinity Wealth Counsel
Ohio
$92.6M -$1.06M -1% 1.27% – 58
RTM
7359
Red Tree Management
California
$92.6M -$59.3M -39% 29% – 4
LWA
7360
LifeGoal Wealth Advisors
New York
$92.6M +$423K +0.5% 0.89% – 69
CCM
7361
Crabel Capital Management
California
$92.6M +$61.8M +201% 3.49% 113% 53
BI
7362
BFI Infinity
Switzerland
$92.6M +$534K +0.6% 9.13% – 62
TBNY
7363
Trustco Bank (New York)
New York
$92.3M -$483K -0.5% 2.55% 71.2% 67
NFC
7364
Northstar Financial Companies
Pennsylvania
$92.2M -$13.5M -13% 1.6% – 114
MFG
7365
Mendota Financial Group
Wisconsin
$92.2M -$62.1M -40% 0.44% – 381
AWF
7366
Alpha Wealth Funds
Utah
$92.1M -$3.42M -4% 1.21% – 63
TAI
7367
Terra Alpha Investments
District of Columbia
$92.1M -$6.72M -7% 7.16% – 33
YMRC
7368
Yorktown Management & Research Company
Virginia
$92M -$12M -12% 3.86% 167% 235
SPL
7369
Smart Portfolios LLC
Washington
$92M -$3.52M -4% 1.37% – 96
VFM
7370
Vision Financial Markets
Connecticut
$91.9M -$787K -0.8% 0.58% – 445
TF
7371
Tandem Financial
Colorado
$91.8M -$868K -0.9% 3.08% – 84
KCM
7372
Kennondale Capital Management
Virginia
$91.7M -$860K -0.9% 0.7% – 85
RIG
7373
Ramiah Investment Group
Wisconsin
$91.7M – – 0.64% – 27
FEM
7374
Fulcrum Equity Management
Texas
$91.6M -$9.53M -9% 1.51% 70% 127
IC
7375
Inkwell Capital
Florida
$91.5M -$1.98M -2% 0.64% – 33
293 294
295
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