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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BAM
5001
Bayshore Asset Management
Florida
$223M +$24M +12% 6.98% 46% 55
FW
5002
FullCircle Wealth
Texas
$223M +$18.9M +9% 6.27% – 192
RC
5003
Raine Capital
New York
$223M +$17.6M +9% 9.3% 85.7% 5
ICM
5004
IMS Capital Management
Oregon
$223M +$7.95M +4% 6.94% 87.8% 145
GCM
5005
Gibraltar Capital Management
Oklahoma
$223M +$1.49M +0.7% 4.07% 47.8% 56
TFA
5006
TPG Financial Advisors
Oregon
$222M +$10.9M +5% 5.88% – 72
TA
5007
Teramo Advisors
Florida
$222M +$20M +10% 4.15% 45.7% 8
BWG
5008
Beta Wealth Group
California
$222M +$10.8M +5% 4.69% 34.2% 111
SSI
5009
SVF Sponsor III
California
$222M -$97.9M -31% 30.6% – 1
ORG
5010
Optimist Retirement Group
Washington
$222M +$31.3M +16% 6.12% – 135
JAM
5011
JW Asset Management
Florida
$221M -$21.2M -9% 2.22% 92.6% 17
WFA
5012
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 7.27% 52.2% 178
SSW
5013
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 7.54% 66.3% 152
MWM
5014
MTC Wealth Management
Florida
$221M +$11.1M +5% 6.04% 22.2% 14
GCM
5015
Goldstream Capital Management
Hong Kong
$221M +$11.1M +5% 2.68% 179% 48
CWM
5016
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 6.07% 32% 178
PCA
5017
Prospect Capital Advisors
California
$221M -$16M -7% 9.11% 125% 28
NME
5018
Notis-McConarty Edward
$221M -$33.5M -13% 6.82% 73% 90
MIM
5019
Meros Investment Management
Texas
$221M +$9.51M +4% 7.31% 59.1% 44
PFA
5020
Pathway Financial Advisers
Indiana
$221M -$58.1M -21% 9.96% – 452
EWA
5021
Etesian Wealth Advisors
Oregon
$221M +$42.9M +24% 6.27% – 143
PFSC
5022
Peoples Financial Services Corp
Pennsylvania
$221M -$389K -0.2% 6.61% 60.6% 256
CPIM
5023
Coalescence Partners Investment Management
New York
$221M +$100M +83% 11.5% – 15
SICM
5024
Sustainable Insight Capital Management
New York
$221M +$21M +11% 5.71% 142% 95
AAG
5025
Avalon Advisory Group
Pennsylvania
$221M +$10.7M +5% 5.68% 33.5% 15
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