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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LSPW
3901
Lake Street Private Wealth
Illinois
$145M – – 14.2% 80.4% 98
NL
3902
NKCFO LLC
Illinois
$145M +$16.5M +13% 10.8% 131% 125
FLA
3903
Financial Life Advisors
Texas
$145M +$16.1M +12% 8.64% 31.3% 49
VNB
3904
Virginia National Bank
Virginia
$145M +$9.37M +7% 11.7% – 107
EA
3905
Ecofin Advisors
United Kingdom
$145M +$3.45M +2% 15.2% 76.6% 28
PC
3906
Pecaut & Co
Iowa
$145M +$23.5M +19% 12% 68.1% 78
WA
3907
WESPAC Advisors
California
$145M +$41.6M +40% 14.5% 64.3% 141
SFA
3908
Semmax Financial Advisors
North Carolina
$145M +$16.6M +13% 9.93% – 514
VAM
3909
Velanne Asset Management
United Kingdom
$145M +$19.6M +16% 10.7% 30.1% 23
CA
3910
Continental Advisors
Utah
$145M -$75.8M -34% 9.64% 26.3% 78
TWM
3911
Tolleson Wealth Management
Texas
$145M -$25.5M -15% 12.9% 53.9% 50
PWS
3912
Peloton Wealth Strategists
Indiana
$144M +$21.6M +18% 14.9% 43% 70
SI
3913
Shaker Investments
Ohio
$144M +$29.2M +25% 22.3% 135% 85
OWSCM
3914
One William Street Capital Management
New York
$144M +$110M +319% 7.65% – 5
GCM
3915
Garland Capital Management
Washington
$144M +$5.82M +4% 11.8% 29.4% 39
BIA
3916
Bigelow Investment Advisors
Maine
$144M +$10.4M +8% 11.4% 50.4% 158
AIA
3917
Allied Investment Advisors
Montana
$144M +$23.1M +19% 11.4% 48.1% 47
MP
3918
Marlowe Partners
New York
$144M +$33M +30% 18.8% 16.3% 13
IGGA
3919
Iron Gate Global Advisors
Utah
$144M +$10.7M +8% 6.1% 130% 68
PGM
3920
Parian Global Management
New York
$144M +$22.2M +18% 23.4% 44.7% 25
MAG
3921
Mokosak Advisory Group
Iowa
$144M +$14.6M +11% 11.1% 41.1% 24
HJMC
3922
Hellman Jordan Management Company
Massachusetts
$144M +$54.1M +60% 21.9% 203% 68
WAMC
3923
Western Asset Management Company
California
$144M +$50.1M +54% 12.9% 3.6% 24
MMPW
3924
Mitchell McLeod Pugh & Williams
Alabama
$143M +$18.8M +15% 12.9% 76.4% 171
WCM
3925
Wunderlich Capital Managemnt
Tennessee
$143M +$13.3M +10% 12.1% 33.6% 86
155 156
157
158 159