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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RC
5126
Raine Capital
New York
$214M -$88.8M -29% 19.6% 85.7% 3
TDWM
5127
Topel & Distasi Wealth Management
California
$214M -$19.3M -8% 1.28% 33.8% 79
EL
5128
EQ LLC
Washington
$214M +$1.26M +0.6% 0.88% 57.3% 68
EPW
5129
Evergreen Private Wealth
Colorado
$214M +$527K +0.2% 0.06% – 207
CWM
5130
Collaborative Wealth Management
Florida
$214M -$6.53M -3% 1.57% 32% 180
BFA
5131
Bluestem Financial Advisors
Illinois
$214M +$1.34M +0.6% 1.1% 29.5% 28
SI
5132
Saxon Interests
Texas
$214M -$13.4M -6% 1.9% 56.6% 209
OM
5133
OV Management
Minnesota
$214M -$1.69M -0.8% 7.6% – 60
LIA
5134
Luken Investment Analytics
Tennessee
$214M -$2.35M -1% 3.09% – 161
AWM
5135
Altus Wealth Management
Kentucky
$214M -$9.99M -4% 3.56% 68.8% 41
AWG
5136
Altus Wealth Group
Colorado
$214M -$12.5M -6% 3.81% 58.6% 148
VU
5137
Valence8 US
Massachusetts
$213M +$5.11M +2% 0.44% – 10
PW
5138
Potentia Wealth
California
$213M -$11.7M -5% 2.4% – 98
LWA
5139
Lifelong Wealth Advisors
Minnesota
$213M -$9.23M -4% 4.12% – 70
ATWA
5140
Arbor Trust Wealth Advisors
Michigan
$213M -$266K -0.1% 0.4% 53.3% 97
MA
5141
MKT Advisors
California
$213M -$16.3M -7% 1.23% 46.8% 153
BI
5142
Berkeley Inc
Idaho
$213M +$19.8M +10% 1.28% 39.4% 72
MWM
5143
Maltin Wealth Management
New Jersey
$213M +$9.41M +5% 0.92% 39.6% 137
SCP
5144
Stevens Capital Partners
Nebraska
$213M -$8M -4% 5.46% – 67
IAMH
5145
IvyRock Asset Management (HK)
Hong Kong
$213M -$12.4M -5% 13.3% 133% 25
PWM
5146
Prosperity Wealth Management
California
$213M -$30M -12% 6.37% – 256
RSC
5147
Red Spruce Capital
Pennsylvania
$213M -$12.6M -6% 2.45% 69.5% 94
MLM
5148
Mount Lucas Management
Pennsylvania
$213M -$74.7M -26% 1.08% 67.2% 186
WCM
5149
Whitefort Capital Management
New York
$213M +$3.57M +2% 1.13% 157% 20
GMP
5150
Great Mountain Partners
Connecticut
$212M -$192M -47% 45% 66.6% 2
204 205
206
207 208