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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DACS
5251
Dymon Asia Capital (Singapore)
Singapore
$163M +$2.41M +2% 0.94% 9.36% 84
TFA
5252
TPG Financial Advisors
Oregon
$163M +$11.8M +8% 5.6% – 41
PG
5253
Prostatis Group
Maryland
$163M -$4.28M -3% 8.8% 56.8% 102
FA
5254
Financial Avengers
California
$163M +$13.5M +9% 13.7% 126% 171
PLU
5255
Performa Ltd (US)
South Carolina
$163M -$7.98M -5% 9.1% 49.1% 72
HA
5256
HC Advisors
Georgia
$163M +$10.6M +7% 5.58% 52.2% 89
JSMC
5257
Jess S. Morgan & Co
California
$163M +$11.3M +7% 4.96% 69.3% 47
BCM
5258
Brightline Capital Management
Florida
$163M +$23M +16% 10.5% – 13
CMBA
5259
C.M. Bidwell & Associates
Hawaii
$163M +$12.2M +8% 7.03% 62% 666
CHA
5260
Cooper/Haims Advisors
New York
$162M -$3.43M -2% 7.57% 42.9% 88
HG
5261
Herbst Group
Connecticut
$162M – – 6.42% 111% 80
TA
5262
Teramo Advisors
Florida
$162M – – 3.28% 45.7% 14
CSB
5263
City State Bank
Iowa
$162M – – 8.94% 47.2% 667
AWA
5264
Alta Wealth Advisors
Massachusetts
$162M +$24.6M +18% 9.14% 93.7% 160
SIS
5265
Susquehanna International Securities
Ireland
$162M +$44.9M +38% 11.4% 10.8% 31
IWN
5266
Independent Wealth Network
Iowa
$162M +$9.21M +6% 7.43% 51.4% 219
DJYG
5267
David J. Yvars Group
Florida
$162M -$9.21M -5% 7% 126% 89
TWP
5268
Total Wealth Planning
Ohio
$162M -$114M -41% 4.59% 29.6% 47
IDBONY
5269
Israel Discount Bank of New York
New York
$162M +$13.9M +9% 5.91% 37.6% 88
OWP
5270
Old Well Partners
North Carolina
$162M -$32.1M -17% 10.8% 93.1% 56
EWG
5271
Executive Wealth Group
Washington
$162M -$1.84M -1% 4.65% 14.9% 50
AWM
5272
Activest Wealth Management
Florida
$162M +$11.6M +8% 7.79% 65.9% 437
SCA
5273
Southern Capital Advisors
Tennessee
$162M – – 7.98% 49.1% 78
MCA
5274
Martin Capital Advisors
Texas
$162M – – 11.3% 107% 64
AA
5275
Addison Advisors
Vermont
$162M +$36.9M +30% 7.02% 45.7% 736
209 210
211
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