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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWM
5051
Pines Wealth Management
North Carolina
$230M – – 1.96% – 205
1CM
5052
14B Capital Management
California
$230M +$6.69M +3% 6.19% – 10
PXPO
5053
Peak XV Partners Operations
Mauritius
$230M +$51.4M +29% 38.9% – 4
LWM
5054
Laidlaw Wealth Management
New York
$230M +$27.4M +14% 14.9% 115% 194
MA
5055
MKT Advisors
California
$230M +$16.3M +8% 0.84% 46.8% 161
ACA
5056
Ascension Capital Advisors
Texas
$229M +$15.1M +7% 1.68% 53.2% 42
PWAC
5057
Private Wealth Advisors (California)
California
$229M -$16.3M -7% 3.66% 37.4% 87
CCM
5058
Consolidated Capital Management
California
$229M +$209K +0.1% 1.93% 125% 36
WIP
5059
WealthCare Investment Partners
Rhode Island
$229M +$1.1M +0.5% 0.46% 42.9% 150
FC
5060
FACT Capital
New York
$229M -$28.6M -11% 4.95% – 22
IMA
5061
Investment Management Associates
Colorado
$229M -$24.4M -10% 3.54% 51.8% 34
IPA
5062
Investment Planning Advisors
Georgia
$229M +$33M +17% 0.08% – 66
MAM
5063
MMA Asset Management
Pennsylvania
$229M -$146M -39% 0.97% 44.2% 151
YRHAM
5064
Yong Rong (HK) Asset Management
Hong Kong
$229M -$113M -33% 81.6% 674% 35
AWA
5065
Alta Wealth Advisors
Massachusetts
$229M +$9.75M +4% 3.61% 93.7% 145
HLCM
5066
Hi-Line Capital Management
South Dakota
$229M +$24.9M +12% 3.84% 52.3% 42
SICM
5067
Sustainable Insight Capital Management
New York
$229M +$7.9M +4% 5.81% 142% 93
SFS
5068
Solitude Financial Services
Virginia
$228M -$5.82M -2% 1.25% 41.7% 37
AWMT
5069
AAFMAA Wealth Management & Trust
North Carolina
$228M +$1.39M +0.6% 0.92% 62.6% 67
HCM
5070
Hahn Capital Management
California
$228M +$72.9M +47% 0.36% 47.8% 30
FOR
5071
Family Office Research
Maryland
$228M – – 3.67% – 75
SM
5072
Sensible Money
Arizona
$228M -$784K -0.3% 2.11% – 87
RA
5073
Ruggaard & Associates
Ohio
$228M -$1.71M -0.7% 0.18% – 118
HIM
5074
Harbour Investment Management
Washington
$228M +$2.28M +1% 0.25% 63.6% 99
AB
5075
ANB Bank
Colorado
$228M – – 0.68% – 115
201 202
203
204 205