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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PIA
3901
Perennial Investment Advisors
California
$220M -$35.5M -14% 4.38% 71.2% 231
BWAM
3902
Boyd Watterson Asset Management
Ohio
$220M -$14.4M -6% 4.82% 79.2% 136
NC
3903
NovaPoint Capital
Georgia
$220M -$9.86M -4% 4.63% 64.6% 128
HIC
3904
Holderness Investments Company
North Carolina
$220M -$19.6M -8% 6.01% 95% 201
GSWM
3905
Greenup Street Wealth Management
Michigan
$220M +$8.28M +4% 5.99% 53.4% 83
AC
3906
AlphaCore Capital
California
$220M +$4.45M +2% 7.25% 62.5% 168
SAS
3907
Stelac Advisory Services
New York
$220M -$29M -12% 6.13% 61.4% 172
MCM
3908
Morton Capital Management
California
$220M -$9.9M -4% 7.17% 54.8% 86
TCWA
3909
Ten Capital Wealth Advisors
Washington
$220M -$10.1M -4% 5.51% 25% 653
DBRC
3910
D.B. Root & Company
Pennsylvania
$220M -$13.6M -6% 4.2% 52% 172
OBWG
3911
Onyx Bridge Wealth Group
New York
$219M -$5.08M -2% 4.24% 55% 203
CMP
3912
Coston McIsaac & Partners
Maine
$219M +$53.6M +32% 4.43% 30.5% 794
GPA
3913
Guidance Point Advisors
Massachusetts
$219M -$12.7M -5% 5.81% 65.1% 84
ASW
3914
Astoria Strategic Wealth
Texas
$219M -$8.52M -4% 5.97% 30.5% 32
WFM
3915
Wolff Financial Management
Michigan
$219M -$5.7M -3% 5.01% 39.1% 102
CWM
3916
Chesapeake Wealth Management
Virginia
$219M -$14.8M -6% 5.32% 59% 173
SOCM
3917
SR One Capital Management
Pennsylvania
$219M +$14.4M +7% 9.64% 189% 4
RCS
3918
Retirement Capital Strategies
California
$219M -$4.36M -2% 0.66% 50.7% 70
FCT
3919
Family Capital Trust
Massachusetts
$219M -$33.8M -13% 11.7% 44.2% 51
BCM
3920
Boltwood Capital Management
California
$218M -$12.6M -5% 5.91% 41.3% 153
EPCA
3921
Elizabeth Park Capital Advisors
Ohio
$218M -$14.2M -6% 1.93% 43.1% 58
APA
3922
Arisaig Partners (Asia)
Singapore
$218M -$32.3M -13% 3.86% – 8
LGA
3923
Lebenthal Global Advisors
New York
$218M +$12.1M +6% 5.38% 30.6% 141
ETH
3924
Exos TFP Holdings
New York
$218M – – 0.48% – 528
WAM
3925
Wakefield Asset Management
Colorado
$218M -$15.7M -7% 1.07% 106% 220
155 156
157
158 159