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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SM
4626
Sweeney & Michel
California
$282M +$53M +23% 6.31% – 134
ACA
4627
Apis Capital Advisors
New York
$282M +$74.8M +36% 36.8% 435% 56
JWS
4628
Juncture Wealth Strategies
Arizona
$281M +$24.1M +9% 9.47% 50.3% 133
AA
4629
Alta Advisers
United Kingdom
$281M +$46.1M +20% 14.4% 78.7% 253
BSI
4630
Bennett Selby Investments
Maine
$281M +$28M +11% 9.88% 105% 78
ODA
4631
One Degree Advisors
California
$281M +$38M +16% 7.18% – 74
MLA
4632
My Legacy Advisors
Oregon
$281M +$21.7M +8% 7.62% 49.8% 226
SAM
4633
Silphium Asset Management
United Kingdom
$281M +$157M +126% 11.1% 222% 37
TJHA
4634
Thomas J. Herzfeld Advisors
Florida
$280M -$13.6M -5% 1.75% 21% 144
CWA
4635
Consilio Wealth Advisors
Washington
$280M +$40.9M +17% 12.9% 60.9% 89
NAH
4636
Neumann Advisory (HK)
Hong Kong
$280M +$47.6M +20% 22.6% 84.2% 10
FPWM
4637
FSB Premier Wealth Management
Iowa
$280M +$23.9M +9% 7.43% 41.5% 216
TP
4638
Tranquility Partners
Tennessee
$280M +$21.1M +8% 8.43% 66.6% 221
BTWM
4639
Baker Tilly Wealth Management
Wisconsin
$280M +$24.9M +10% 11.8% 85.1% 251
ITB
4640
Idaho Trust Bank
Idaho
$280M +$34.5M +14% 7.04% – 112
CCMI
4641
Creative Capital Management Investments
California
$280M +$20.7M +8% 6.94% – 317
SAAM
4642
Solus Alternative Asset Management
New Jersey
$280M -$10.3M -4% 0.69% 57% 9
AWM
4643
Ameliora Wealth Management
Switzerland
$280M +$13.8M +5% 8.17% 58% 244
BBWA
4644
Bell & Brown Wealth Advisors
California
$280M +$23.2M +9% 13.5% – 71
YWM
4645
Yukon Wealth Management
Kansas
$280M +$38.7M +16% 11.4% – 122
DC
4646
Dorval Corp
Minnesota
$280M +$31M +12% 4.19% – 41
SSG
4647
Summit Securities Group
New York
$280M +$135M +94% 4.79% 33.4% 1,339
DIP
4648
Davis Investment Partners
North Carolina
$279M +$53.4M +24% 11.2% – 167
SBF
4649
Sara-Bay Financial
Florida
$279M +$52.7M +23% 52.9% 185% 88
CCP
4650
Clarity Capital Partners
California
$279M +$31.7M +13% 26.1% – 128
184 185
186
187 188