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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ZC
4701
Zoom Communications
California
$179M +$39.2M +28% 31.9% 11.6% 3
BWM
4702
BNC Wealth Management
Oregon
$179M +$9.94M +6% 12.8% 155% 125
ACL
4703
APEIRON Capital Ltd
Hong Kong
$179M +$76.5M +75% 23.7% 142% 12
SI
4704
Shaker Investments
Ohio
$179M +$17.9M +11% 7.28% 135% 91
AFG
4705
Atomi Financial Group
New York
$179M – – 6.26% – 224
DSN
4706
D. Scott Neal
Kentucky
$179M -$27M -13% 3.79% 88% 64
CC
4707
Claybrook Capital
Massachusetts
$179M +$16.2M +10% 3.2% 7.14% 142
ACM
4708
Ategra Capital Management
Virginia
$179M -$11.6M -6% 3.1% 63.7% 101
MECA
4709
Miller Equity Capital Advisors
Texas
$179M +$24.8M +16% 7.32% 23.7% 50
EIA
4710
Eastover Investment Advisors
North Carolina
$179M +$4.24M +2% 4.05% 84.4% 49
IPW
4711
Intergy Private Wealth
Colorado
$179M +$18.8M +12% 8.38% 52.6% 71
AA
4712
Addison Advisors
Vermont
$179M +$11.6M +7% 5.24% 45.7% 809
TPW
4713
Tiller Private Wealth
Pennsylvania
$178M +$9.14M +5% 9.43% 50% 53
AGAM
4714
Avalon Global Asset Management
California
$178M +$36.6M +26% 25.7% 115% 31
LWP
4715
Lumature Wealth Partners
Georgia
$178M -$478K -0.3% 5.02% – 422
YRHAM
4716
Yong Rong (HK) Asset Management
Hong Kong
$178M +$19.5M +12% 20.5% 674% 23
CPFP
4717
Clear Perspectives Financial Planning
Ohio
$178M -$9.88M -5% 2.61% – 243
LIA
4718
LSP Investment Advisors
New York
$178M -$49.2M -22% 3.12% 94.7% 28
KIM
4719
Kestrel Investment Management
California
$178M +$5.23M +3% 3.94% 86.9% 43
DP
4720
Divergent Planning
Maryland
$178M +$18.7M +12% 4.7% 34% 22
AIM
4721
Anatole Investment Management
Hong Kong
$178M – – 33.2% – 2
VWM
4722
Vigilare Wealth Management
Arizona
$177M +$5.75M +3% 4.83% 40.4% 120
GAAM
4723
Guinness Atkinson Asset Management
California
$177M +$18.2M +11% 16.5% 116% 104
SI
4724
Saxon Interests
Texas
$177M +$1.66M +0.9% 5.21% 56.6% 182
BCL
4725
Bracebridge Capital LLC
Massachusetts
$177M -$86.5M -33% 5.57% 45% 112
187 188
189
190 191