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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWM
5126
PBMares Wealth Management
Virginia
$162M -$73.2M -31% 0.78% 50.9% 163
AC
5127
AWM Capital
Arizona
$162M +$30.8M +23% 4.77% 37.4% 64
WF
5128
Whelan Financial
California
$162M +$1.25M +0.8% 5.72% 39.3% 25
BP
5129
BCK Partners
New York
$162M -$4.75M -3% 5.12% 34.1% 29
BMC
5130
Beaton Management Company
Massachusetts
$162M -$5.62M -3% 1% 76.1% 149
PIM
5131
Profit Investment Management
Maryland
$162M +$2.94M +2% 7.82% 84.6% 84
FIM
5132
FWL Investment Management
Texas
$162M -$1.77M -1% 4.38% 92.7% 58
LFP
5133
Leeward Financial Partners
Washington
$162M +$1.91M +1% 6.77% 76% 76
IPW
5134
IronBridge Private Wealth
Texas
$162M -$30.3M -16% 0.52% 73.6% 323
GP
5135
Geneva Partners
Wisconsin
$162M -$49.2M -23% 6.76% 201% 122
MCM
5136
McMillion Capital Management
North Carolina
$162M -$23.4M -13% 2.81% 59.3% 82
CI
5137
Cordant Inc
Oregon
$161M -$9.17M -5% 3.25% 25.6% 1,429
MA
5138
MBA Advisors
Pennsylvania
$161M +$81K +0.1% 2.51% 47.1% 160
DC
5139
Dryden Capital
Florida
$161M +$21.4M +15% 0.07% – 59
WB
5140
West Bancorporation
Iowa
$161M +$34M +27% 3.62% 57.1% 345
HLC
5141
Hunt Lane Capital
New York
$161M -$83M -34% 18.7% 0.72% 23
SIS
5142
SVB Investment Services
Utah
$161M +$10.8M +7% 4.54% – 44
DACS
5143
Dymon Asia Capital (Singapore)
Singapore
$161M -$2.31M -1% 0.83% 9.36% 117
RH
5144
RFG Holdings
Texas
$161M -$29.8M -16% 2.73% 58.3% 34
JA
5145
JVL Associates
Michigan
$161M +$1.04M +0.6% 5.72% 61.5% 42
KLM
5146
Kennedy Lewis Management
New York
$161M +$11M +7% 2.07% 70.1% 33
OCM
5147
Orleans Capital Management
Louisiana
$161M -$15.1M -9% 0.56% 62.7% 88
JAM
5148
JLP Asset Management
New York
$161M -$43.3M -21% 7.45% 16.1% 31
KLC
5149
Kent Lake Capital
Nevada
$161M -$32.1M -17% 2.44% 92.1% 58
LWM
5150
Ledge Wealth Management
Minnesota
$161M – – 1.97% – 72
204 205
206
207 208