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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BONH
3501
Bank of New Hampshire
New Hampshire
$385M +$4.21M +1% 3.31% 66.8% 503
BHWA
3502
Beacon Harbor Wealth Advisors
Virginia
$384M +$6.68M +2% 1.97% – 84
SMI
3503
Shelter Mutual Insurance
Missouri
$384M -$3.82M -1% 0.37% 51.7% 68
CWM
3504
Concentric Wealth Management
California
$384M +$7.89M +2% 2.26% 33.5% 138
WPA
3505
West Paces Advisors
Georgia
$383M +$4.04M +1% 0.61% 37.9% 615
AT
3506
Avenir Tech
Hong Kong
$383M – – 15.5% – 6
BCM
3507
Boone Capital Management
Georgia
$383M -$111M -22% 4.97% – 24
AF
3508
Affiance Financial
Minnesota
$383M +$14.1M +4% 2.05% 46.3% 97
SDAM
3509
Shulman DeMeo Asset Management
New York
$383M +$5.4M +1% 3.76% 58.7% 135
CCM
3510
Carderock Capital Management
Maryland
$382M +$25.4M +7% 2.9% 78.4% 75
UW
3511
Unique Wealth
Florida
$382M +$27.6M +8% 2.4% – 94
RW
3512
REDW Wealth
New Mexico
$382M +$10.6M +3% 1.79% 43.2% 166
WAM
3513
Wilson Asset Management
Australia
$382M -$5.62M -1% 3.39% 70.7% 30
RCI
3514
RS Crum Inc
California
$382M +$14.9M +4% 0.34% 9.95% 96
QFA
3515
Quattro Financial Advisors
Texas
$382M +$29.8M +8% 2.55% 61.1% 89
AC
3516
AMANSA Capital
Singapore
$381M +$89.8M +31% 11.4% – 3
BMC
3517
Battery Management Corp
Massachusetts
$381M -$72.6M -16% 15.6% 8.03% 5
IPW
3518
Impact Partnership Wealth
Georgia
$381M +$128M +51% 0.05% – 741
HCM
3519
Harvey Capital Management
Florida
$380M +$38.7M +11% 11.1% 140% 83
LS
3520
Liquid Strategies
Georgia
$380M -$6.3M -2% 1.82% 38.4% 15
AWM
3521
Arista Wealth Management
Nevada
$380M +$249M +190% 2.2% – 66
RC
3522
RDST Capital
Washington
$380M -$22.1M -5% 0.04% 96.8% 20
DEA
3523
DoubleLine ETF Adviser
Florida
$380M -$12.8M -3% 1.52% – 247
ACM
3524
Altrius Capital Management
North Carolina
$380M -$16.9M -4% 3.21% 27% 92
WIS
3525
Wright Investors Service
Connecticut
$380M -$14.8M -4% 3.78% 101% 163
139 140
141
142 143