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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EWA
5101
Etesian Wealth Advisors
Oregon
$226M +$5.2M +2% 0.01% – 146
BWG
5102
Beta Wealth Group
California
$226M +$4.27M +2% 0.22% 34.2% 115
CCAM
5103
Codex Capital Asset Management
Texas
$226M +$583K +0.3% 4.28% – 36
AWG
5104
Altus Wealth Group
Colorado
$226M -$7.84M -3% 1.25% 58.6% 155
FF
5105
Fluent Financial
Texas
$226M +$18.2M +9% 3.43% 36.1% 79
SSW
5106
Smith Shellnut Wilson
Mississippi
$226M +$4.68M +2% 0.09% 66.3% 154
HBW
5107
Hazlett, Burt & Watson
West Virginia
$226M +$8.56M +4% 0.75% 66.1% 796
CCM
5108
Conway Capital Management
California
$226M +$19.9M +10% 11.5% 210% 49
GC
5109
Gullane Capital
Tennessee
$226M – – 19.4% – 3
LWMNY
5110
Landmark Wealth Management (New York)
New York
$226M -$4.09M -2% 2.46% 23.7% 77
RSC
5111
Red Spruce Capital
Pennsylvania
$225M +$5.39M +2% 0.6% 69.5% 92
LVIA
5112
Lind Value II ApS
Denmark
$225M -$7.71M -3% 9.19% – 8
OAP
5113
One Advisory Partners
Kansas
$225M -$2.57M -1% 1.47% 42.1% 48
IAMH
5114
IvyRock Asset Management (HK)
Hong Kong
$225M -$3.1M -1% 2.61% 133% 27
PW
5115
Potentia Wealth
California
$225M – – 2.69% – 97
JPLA
5116
Joseph P. Lucia & Associates
New York
$225M +$7.83M +4% 2.13% 60.4% 151
RW
5117
Rockport Wealth
Ohio
$225M -$150M -40% 1.51% – 77
TIA
5118
Tiemann Investment Advisors
California
$225M -$6.9M -3% 0.43% 66.6% 202
SHCM
5119
Silver Heights Capital Management
Ontario, Canada
$225M -$14.2M -6% 5% 25.9% 5
MAM
5120
Monaco Asset Management
Monaco
$225M -$14.1M -6% 1.66% 31.8% 96
BFF
5121
Byrne Financial Freedom
Massachusetts
$225M – – 6.84% – 99
CFM
5122
Capricorn Fund Managers
United Kingdom
$225M +$76.2M +51% 16.4% 80.2% 78
FPCG
5123
Forum Private Client Group
Indiana
$225M -$516K -0.2% 2.01% 39.1% 79
CPW
5124
Catalyst Private Wealth
California
$225M +$20.7M +10% 19% 124% 87
AFS
5125
Access Financial Services
Minnesota
$225M +$6.5M +3% 0.46% 35.5% 108
203 204
205
206 207