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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FWA
3326
FSM Wealth Advisors
Ohio
$445M +$36.1M +9% 0.9% 55.1% 220
FMN
3327
Financial Management Network
California
$444M -$36.7M -8% 3.01% 54.9% 166
PSP
3328
Pacific Sage Partners
Washington
$444M +$5.77M +1% 0.76% – 114
MF
3329
Manchester Financial
California
$444M -$13M -3% 1.68% 46.4% 131
RCM
3330
Requisite Capital Management
Texas
$443M -$46.5M -10% 3.34% 29% 103
ETS
3331
ESL Trust Services
New York
$443M -$5.64M -1% 0.72% 37.2% 332
MB
3332
Mizuho Bank
Japan
$443M +$84.8M +24% 12.2% 81.9% 111
BSG
3333
Black Swift Group
Colorado
$442M -$29.4M -6% 4.34% 109% 148
SAS
3334
SMI Advisory Services
Indiana
$442M +$8.84M +2% 1.36% – 68
SIG
3335
Spinnaker Investment Group
California
$442M +$27.7M +7% 0.78% 39.3% 106
SLWA
3336
San Luis Wealth Advisors
California
$442M -$85.9M -16% 1.98% 53.4% 168
VW
3337
Vantage Wealth
California
$442M -$22.1M -5% 1.08% 48.7% 33
IIA
3338
IPG Investment Advisors
California
$442M +$2.52M +0.6% 4.21% 83.7% 204
TC
3339
Triata Capital
Hong Kong
$442M +$201M +83% 24.4% – 13
SCP
3340
Shorepoint Capital Partners
Massachusetts
$442M +$4.59M +1% 0.68% 29.7% 105
PEGL
3341
P/E Global LLC
Massachusetts
$442M -$2.51M -0.6% 1.12% 15.1% 5
WCCM
3342
Webs Creek Capital Management
Texas
$442M +$27M +7% 0.95% – 21
BMWS
3343
Brady Martz Wealth Solutions
North Dakota
$442M +$27.2M +7% 0.51% – 144
NWA
3344
New World Advisors
Massachusetts
$442M +$26.8M +6% 0.29% 110% 83
CMAI
3345
Capital Management Associates Inc
Minnesota
$442M +$175M +65% 2.36% – 140
VIA
3346
Vickerman Investment Advisors
Washington
$441M +$73.5M +20% 0.65% 43% 85
LRWA
3347
Long Run Wealth Advisors
New York
$441M +$23.7M +6% 0.34% 42.8% 109
PCTC
3348
Perkins Coie Trust Company
Washington
$441M -$13.5M -3% 2.53% 60.9% 493
BA
3349
BCM Advisors
Louisiana
$441M -$6.81M -2% 4.06% 37% 70
MW
3350
Maia Wealth
Colorado
$441M -$23.7M -5% 1.7% – 363
132 133
134
135 136