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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWA
5151
Clarus Wealth Advisors
Arizona
$161M -$13.1M -8% 2.58% – 128
OCPWS
5152
One Charles Private Wealth Services
Massachusetts
$161M -$12.5M -7% 6.56% 109% 125
LAM
5153
L2 Asset Management
Massachusetts
$161M +$17.5M +12% 0.02% 111% 152
BAM
5154
Byrne Asset Management
New Jersey
$161M +$6.11M +4% 3.78% 80.8% 583
MA
5155
Mezzasalma Advisors
New Jersey
$160M -$25.9M -14% 3.93% 167% 99
RWG
5156
Regal Wealth Group
California
$160M -$17.1M -10% 5.49% 17% 54
SAM
5157
S.A. Mason
Michigan
$160M -$5.81M -3% 4.09% 79.9% 335
PCM
5158
Pinz Capital Management
New York
$160M -$98.9M -38% 1.36% 201% 408
APIM
5159
Agate Pass Investment Management
Washington
$160M -$609K -0.4% 2.2% 53.1% 99
MWA
5160
Moser Wealth Advisors
Washington
$160M -$5.38M -3% 3.97% – 146
SFS
5161
Solitude Financial Services
Virginia
$160M +$9.66M +6% 1.66% 41.7% 44
EMCIP
5162
Ewing Morris & Co Investment Partners
Ontario, Canada
$160M +$13.5M +9% 6.67% 39% 19
FA
5163
Financial Avengers
California
$160M -$3.21M -2% 1.79% 126% 168
JWM
5164
Jupiter Wealth Management
Colorado
$160M -$33M -17% 4.28% 80.3% 95
TFA
5165
Trinity Financial Advisors
Ohio
$160M -$9.47M -6% 2.79% 62.2% 70
IIA
5166
Integral Investment Advisors
California
$160M +$20.6M +15% 5.14% 51.5% 101
AC
5167
Avory & Company
Florida
$160M -$6.75M -4% 17.7% 105% 25
OPWM
5168
Oxinas Partners Wealth Management
Indiana
$160M -$15.5M -9% 2.93% 74.6% 160
IRAG
5169
Investment Research & Advisory Group
Georgia
$160M -$5.2M -3% 5.44% 97.2% 202
JIC
5170
Juniper Investment Company
New York
$159M +$11.3M +8% 2.26% 263% 10
RCM
5171
Rutabaga Capital Management
Massachusetts
$159M +$8.48M +6% 0.34% 57% 52
BFA
5172
Bluestem Financial Advisors
Illinois
$159M -$1.49M -0.9% 5.37% 29.5% 28
GCM
5173
Gables Capital Management
Florida
$159M -$8.48M -5% 3.05% 135% 362
AWP
5174
Accretive Wealth Partners
New Jersey
$159M +$2.33M +1% 4.39% 60.5% 121
KCM
5175
Knoll Capital Management
Florida
$159M -$22.6M -12% 9.28% 256% 43
205 206
207
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