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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BBNB
4551
Baker Boyer National Bank
Washington
$208M -$9.8M -5% 3.69% 35.5% 88
DL
4552
DOHJ LLC
Washington
$208M -$15.9M -7% 5.05% 51.5% 106
CSWM
4553
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 0.64% 21.7% 671
TCM
4554
Trilantic Capital Management
New York
$208M -$94.5M -31% 10.2% – 16
NG
4555
NatWest Group
United Kingdom
$207M +$13.2M +7% 1.91% 174% 56
3F
4556
360 Financial
Minnesota
$207M -$11.9M -5% 6.43% 58.6% 105
AU
4557
Algebris (UK)
United Kingdom
$207M +$7.35M +4% 5.66% 12.6% 40
WCM
4558
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 5.31% 145% 60
KJWM
4559
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 4.73% 99.6% 71
AM
4560
Atwater Malick
Pennsylvania
$207M -$8.29M -4% 4.87% 51.5% 62
MPW
4561
Monterey Private Wealth
California
$207M +$5.12M +3% 3.07% 29.8% 134
GA
4562
Greytown Advisors
Florida
$207M -$28.4M -12% 4.16% 13.9% 122
KCM
4563
Kendall Capital Management
Maryland
$207M -$3.76M -2% 2.81% 77.3% 168
EAM
4564
Exane Asset Management
France
$207M -$176M -46% 4.7% 70.5% 12
GFPC
4565
Global Financial Private Client
Florida
$207M -$168K -0.1% 1.95% 65.6% 683
OWM
4566
Olympus Wealth Management
Utah
$207M +$62.7M +44% 3.64% 43.1% 14
MIM
4567
MTM Investment Management
South Carolina
$207M -$3.78M -2% 1.6% 68.9% 304
SAM
4568
Selway Asset Management
$207M -$4.43M -2% 4.7% 36.5% 79
MWM
4569
MorganRosel Wealth Management
Colorado
$206M +$633K +0.3% 0.12% 51.9% 99
NIA
4570
NIA Impact Advisors
California
$206M +$17.7M +9% 5.95% – 61
WCG
4571
Weaver Consulting Group
California
$206M -$1.51M -0.7% 3.06% 43.6% 174
SVGI
4572
Sozo Ventures GP II
California
$206M -$67.8M -25% 24.8% 46.6% 1
BSA
4573
Bull Street Advisors
Georgia
$206M -$4.05M -2% 2% 35.1% 95
AF
4574
Affiance Financial
Minnesota
$206M -$33.9M -14% 4.22% 46.3% 150
HIM
4575
Harbour Investment Management
Washington
$206M -$13.8M -6% 2.94% 63.6% 78
181 182
183
184 185