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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DA
3951
Doliver Advisors
Texas
$365M +$9.17M +3% 5.48% 67% 174
PWS
3952
Peterson Wealth Services
Utah
$365M +$42.2M +13% 17.5% 128% 226
GL
3953
Globe Life
Texas
$365M +$24.8M +7% 9.49% 59.3% 2
LSIA
3954
LaSalle St. Investment Advisors
Illinois
$365M -$59.8M -14% 9.15% – 356
H2CM
3955
H/2 Credit Manager
Connecticut
$365M -$11.9M -3% 2.65% 30.9% 16
KDA
3956
Kraft Davis & Associates
Missouri
$365M +$54.4M +18% 11.5% – 152
SB
3957
SIG Brokerage
New York
$364M +$21.1M +6% 1.71% – 565
AEPWM
3958
Atlantic Edge Private Wealth Management
Florida
$364M +$37M +11% 9.81% – 529
WP
3959
Westmount Partners
California
$364M +$36.3M +11% 14% – 257
WA
3960
WP Advisors
California
$364M +$63.8M +21% 9.08% 102% 119
LN
3961
Lightrock Netherlands
Netherlands
$364M -$16.3M -4% 9.12% – 39
SIA
3962
Sovereign Investment Advisors
Arizona
$364M +$76.3M +27% 2.63% 33.2% 39
TFP
3963
Triune Financial Partners
Kansas
$363M +$48.4M +15% 8.98% 45.7% 46
WHAM
3964
Windmill Hill Asset Management
United Kingdom
$363M +$39.9M +12% 16.8% 92.1% 28
SWA
3965
Strata Wealth Advisors
Texas
$363M +$41.2M +13% 7.92% – 80
NL
3966
Navalign LLC
California
$363M +$11.8M +3% 5.9% 46.7% 118
RPCA
3967
Running Point Capital Advisors
California
$362M +$47.3M +15% 6.88% 41.3% 191
DCM
3968
DAFNA Capital Management
California
$362M +$9.59M +3% 9.56% 117% 86
ACA
3969
Aspire Capital Advisors
Washington
$362M +$27.1M +8% 8.65% 55.7% 107
CFM
3970
Catalyst Funds Management
Australia
$362M -$20.4M -5% 18.8% – 737
BCM
3971
Barometer Capital Management
Ontario, Canada
$362M +$93.3M +35% 23.9% 265% 213
NAMM
3972
NorthStar Asset Management (Massachusetts)
Massachusetts
$362M +$23.8M +7% 8.28% 78.7% 61
CD
3973
Chapin Davis
Maryland
$362M +$68.4M +23% 17.5% – 240
WCG
3974
Weaver Consulting Group
California
$362M +$29.5M +9% 7% 43.6% 250
LECM
3975
Lead Edge Capital Management
New York
$361M +$32M +10% 15.9% 114% 11
157 158
159
160 161