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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWAP
4126
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$156M +$9.52M +7% 10.6% 58.6% 107
BIMC
4127
Benson Investment Management Company
Virginia
$156M +$10.9M +8% 8.21% 78.1% 61
ACM
4128
AREX Capital Management
New York
$156M +$56.7M +57% 18.9% 9.3% 12
FWM
4129
FSA Wealth Management
Massachusetts
$156M +$8.62M +6% 8.54% – 407
ACM
4130
Asymmetry Capital Management
California
$156M +$25M +19% 25.7% 300% 50
RWM
4131
Reston Wealth Management
Virginia
$156M +$10M +7% 5.84% 44.7% 44
CC
4132
Codex Capital
New York
$156M – – 14.4% 84.4% 36
RIM
4133
Reliant Investment Management
Tennessee
$156M +$18.3M +13% 14% 98.8% 63
KMWM
4134
Keudell/Morrison Wealth Management
Oregon
$155M +$34.6M +29% 5.6% 42.6% 153
MPW
4135
Monterey Private Wealth
California
$155M +$15.3M +11% 8.12% 29.8% 84
WOA
4136
Water Oak Advisors
Florida
$155M +$57.4M +59% 7.19% 12.9% 17
RZH
4137
Relyea Zuckerberg Hanson
Connecticut
$155M +$29.9M +24% 11.2% 71.5% 120
DCM
4138
Disciplina Capital Management
Tennessee
$155M +$6.42M +4% 2.98% 20.5% 16
BFWA
4139
Benchmark Financial Wealth Advisors
Florida
$155M +$19.2M +14% 7.15% 60.1% 66
KLCM
4140
KG&L Capital Management
Louisiana
$155M +$25.3M +20% 8.49% 67.6% 129
BAM
4141
Broadmark Asset Management
California
$155M -$28.5M -16% 9.92% 39.6% 4
OAM
4142
Ostrum Asset Management
France
$155M -$13.1M -8% 19.4% – 75
CGI
4143
Calixto Global Investors
Florida
$155M +$34.2M +28% 24.5% 180% 16
GCM
4144
Gables Capital Management
Florida
$155M +$10.6M +7% 11.1% 135% 380
GCP
4145
Gill Capital Partners
Colorado
$155M +$6.44M +4% 3.16% 39.7% 101
PHAM
4146
Palisades Hudson Asset Management
Florida
$155M +$8.46M +6% 7.32% 50.1% 99
MCIA
4147
Mountain Capital Investment Advisors
Colorado
$155M -$63.4M -29% 7.16% 46.4% 116
PWM
4148
Paulson Wealth Management
Illinois
$155M +$12.1M +8% 6.35% 47.1% 90
CC
4149
Carrhae Capital
United Kingdom
$155M -$1.93M -1% 15.3% 103% 13
HFS
4150
Howard Financial Services
Texas
$155M +$14M +10% 7.4% 40.7% 128
164 165
166
167 168