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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OIA
5176
Optimum Investment Advisors
Illinois
$230M +$17.9M +8% 13% 92.1% 648
SC
5177
Swan Capital
Florida
$230M +$13.7M +6% 6.32% – 520
SC
5178
Seldon Capital
California
$230M +$71.3M +45% 23.4% 343% 71
SAMC
5179
Spectrum Asset Management (California)
California
$230M +$5.05M +2% 8.03% 53.8% 105
MWM
5180
MBE Wealth Management
Wisconsin
$230M +$21M +10% 8.15% 47.9% 136
HT
5181
HAP Trading
New York
$230M -$50.9M -18% 6.38% 33.6% 525
TWA
5182
Trellis Wealth Advisors
California
$230M +$23.7M +11% 9.41% – 37
GFG
5183
Greenbush Financial Group
New York
$230M +$28.5M +14% 9.49% – 33
LK
5184
Lumbard & Kellner
New Hampshire
$229M +$2.62M +1% 14.9% 58.3% 97
SAM
5185
Stenahm Asset Management
Guernsey
$229M -$16.3M -7% 10.4% – 33
CWM
5186
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 5.19% 32% 188
CI
5187
Cherokee Insurance
Michigan
$229M +$2.92M +1% 1.36% – 124
RFA
5188
Register Financial Advisors
Georgia
$229M +$36.9M +19% 16.3% – 347
WIM
5189
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 4.82% 71.4% 80
BC
5190
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 10.6% – 939
GPFA
5191
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 13.3% – 420
PGDP
5192
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 15.9% 83.2% 23
VVVM4
5193
Viola Ventures VC Management 4
Israel
$229M +$30.1M +15% 59.1% – 4
AWMNH
5194
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229M +$26.2M +13% 9.06% – 66
PIP
5195
Palisades Investment Partners
California
$229M +$29.5M +15% 25.1% – 42
HFP
5196
Holistic Financial Partners
Indiana
$228M +$21M +10% 6.47% 79.7% 135
DCM
5197
Decatur Capital Management
Georgia
$228M +$35.6M +18% 21.9% 151% 42
CW
5198
Curio Wealth
Maryland
$228M +$36.3M +19% 6.99% – 409
HIS
5199
Horizon Investment Services
Indiana
$228M +$22.4M +11% 19.1% 145% 130
SCM
5200
Stonehill Capital Management
New York
$228M -$99.7M -30% 14.6% 11.5% 17
206 207
208
209 210