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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCM
5001
BlueMar Capital Management
Florida
$136M -$13M -9% 0.23% 27.3% 35
AWMT
5002
AAFMAA Wealth Management & Trust
North Carolina
$136M -$12.5M -8% 5.41% 62.6% 66
LWP
5003
Laurel Wealth Planning
Minnesota
$136M -$6.26M -4% 6.54% 39.4% 259
DP
5004
Divergent Planning
Maryland
$136M -$3.35M -2% 5.23% 34% 23
MAWCM
5005
Mine & Arao Wealth Creation & Management
California
$136M -$6.57M -5% 4.99% 84.8% 353
GIM
5006
Growth Interface Management
Florida
$136M +$36.1M +36% 0.05% 12% 10
GWCM
5007
Godshalk Welsh Capital Management
Pennsylvania
$135M -$3.81M -3% 4.37% 54.9% 123
DA
5008
DCF Advisers
Connecticut
$135M -$13.8M -9% 1.66% 75.4% 79
LFA
5009
Level Financial Advisors
New York
$135M -$376K -0.3% 4.78% 32.4% 366
MPPW
5010
Mitchell & Pahl Private Wealth
Oklahoma
$135M -$8.55M -6% 6.38% 53% 157
SFG
5011
Steward Financial Group
Texas
$135M +$15M +12% 4.64% – 1,500
EFIC
5012
Eliot Finkel Investment Counsel
California
$135M -$2.84M -2% 4.25% 33.1% 34
LA
5013
Lindenwold Advisors
Pennsylvania
$135M -$5.52M -4% 3.83% 56.7% 112
SHA
5014
Seneca House Advisors
Virginia
$135M -$18.2M -12% 5.56% 44.5% 87
MAM
5015
Maytree Asset Management
Hong Kong
$135M +$49.1M +57% 1.04% 4.35% 22
TA
5016
Teramo Advisors
Florida
$135M -$10.4M -7% 8.4% 45.7% 22
WWM
5017
Wagner Wealth Management
South Carolina
$135M +$9.31M +7% 4.74% 31.3% 800
HCM
5018
Highview Capital Management
Illinois
$135M +$4.72M +4% 3.47% 80.5% 104
SIM
5019
Strategic Investment Management
Virginia
$135M +$14.5M +12% 6.91% 34.6% 10
RCA
5020
Rex Capital Advisors
Rhode Island
$135M -$20.7M -13% 4.91% 7.31% 18
PCM
5021
Prentice Capital Management
Connecticut
$135M -$110M -45% 9.16% 166% 26
WB
5022
West Bancorporation
Iowa
$135M -$7.3M -5% 5.25% 57.1% 302
MAG
5023
Members Advisory Group
New York
$135M -$6.3M -4% 4.26% 30.4% 21
CWP
5024
Corepath Wealth Partners
Arizona
$135M -$487K -0.4% 6.66% 37.8% 38
EVC
5025
Eidelman Virant Capital
Missouri
$135M -$3.44M -2% 4.73% 45.7% 193
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