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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VAM
4526
Verity Asset Management
North Carolina
$266M +$10.6M +4% 7.18% 61.4% 238
VIM
4527
Vista Investment Management
Pennsylvania
$265M +$18.4M +7% 6.07% 37.6% 177
SFS
4528
Shaker Financial Services
Virginia
$265M +$18M +7% 4.98% 7.48% 177
CI
4529
Ceera Investments
Texas
$265M +$28.9M +12% 8.9% 86.3% 104
LFP
4530
Leeward Financial Partners
Washington
$265M +$18.8M +8% 4.6% 76% 89
BP
4531
Bandera Partners
New York
$265M -$10.9M -4% 1.3% 57.6% 20
MAM
4532
Mystic Asset Management
Rhode Island
$265M +$17.3M +7% 7.36% 91.1% 178
PPH
4533
Pure Portfolios Holdings
Oregon
$265M – – 7.36% – 105
FLA
4534
Financial Life Advisors
Texas
$265M +$18.4M +7% 4.8% 31.3% 57
OFCM
4535
One Fin Capital Management
California
$265M +$13.2M +5% 3.9% 67.3% 27
SWM
4536
Seaside Wealth Management
California
$265M +$23.3M +10% 6.23% 39.4% 61
CPWA
4537
Cerro Pacific Wealth Advisors
California
$265M +$3.01M +1% 5.11% – 150
AWA
4538
ARQ Wealth Advisors
Arizona
$264M +$33.4M +14% 5.77% 43.7% 96
MCM
4539
Multicoin Capital Management
Texas
$264M -$43.6M -14% 13.1% – 4
PA
4540
Pineridge Advisors
Missouri
$264M -$28.8M -10% 5.71% – 684
VW
4541
Vance Wealth
California
$264M +$20.6M +8% 7.19% 56% 101
MHP
4542
Manatuck Hill Partners
Connecticut
$264M +$37.2M +16% 15.8% 318% 152
HBS
4543
Howard Bailey Securities
Indiana
$264M – – 5.3% – 164
OFG
4544
Omega Financial Group
California
$264M +$16.8M +7% 7.65% 32% 86
BHA
4545
Beech Hill Advisors
New York
$264M +$21.5M +9% 7.78% 93.8% 104
VBFG
4546
Vishria Bird Financial Group
Tennessee
$264M +$25.7M +11% 2.34% 57.1% 82
BLAM
4547
Bourne Lent Asset Management
New York
$264M +$2.7M +1% 2.4% 79.2% 63
OWM
4548
OneAscent Wealth Management
Alabama
$263M +$71.1M +37% 5.45% 35% 185
SAM
4549
Socorro Asset Management
Texas
$263M +$6.65M +3% 5.93% 36.6% 33
DP
4550
Denver PWM
Colorado
$263M +$12.6M +5% 4.75% 37.5% 241
180 181
182
183 184