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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TA
5251
Tactive Advisors
Florida
$188M +$32.6M +21% 12.3% – 148
PWM
5252
Proathlete Wealth Management
Florida
$188M +$19M +11% 8.51% – 57
GFA
5253
Grunden Financial Advisory
Texas
$188M +$10.1M +6% 5.49% – 26
CWMU
5254
Caliber Wealth Management (Utah)
Utah
$188M +$17.8M +10% 7.23% 36.5% 59
MFG
5255
Monumental Financial Group
Maryland
$188M +$20.3M +12% 6.49% 18.2% 44
BA
5256
Baugh & Associates
Georgia
$188M +$13.9M +8% 7.34% 47.2% 40
EA
5257
Eudaimonia Advisors
Tennessee
$188M +$33.2M +21% 9.31% – 167
EC
5258
Eaton-Cambridge
Arizona
$188M +$22.5M +14% 5.31% – 33
OCM
5259
Orion Capital Management
California
$188M +$17.5M +10% 9.5% 72.7% 520
TCMP
5260
Thrive Capital Management (Pennsylvania)
Pennsylvania
$188M +$734K +0.4% 8.66% 40.5% 216
RA
5261
Rise Advisors
New York
$188M +$44.7M +31% 8.03% 48% 1,289
PFA
5262
Pinnacle Family Advisors
Missouri
$188M +$17.5M +10% 10.6% 83.6% 115
CFGF
5263
Compass Financial Group (Florida)
Florida
$188M +$9.87M +6% 5.56% 32.9% 36
SFA
5264
Seneca Financial Advisors
New York
$188M +$15.2M +9% 6.02% 38.8% 60
RFA
5265
Resurgent Financial Advisors
Georgia
$187M +$24.9M +15% 9.82% 72% 499
KIG
5266
Kennedy Investment Group
New Jersey
$187M +$8.44M +5% 8.09% – 128
CCA
5267
Cora Capital Advisors
New Jersey
$187M +$17.5M +10% 9.03% – 99
BCM
5268
Bond Capital Management
California
$187M +$30.6M +20% 26.7% 135% 5
LA
5269
Lindenwold Advisors
Pennsylvania
$187M +$11M +6% 6.95% 56.7% 128
PDN
5270
Pensionfund DSM Netherlands
Netherlands
$187M +$21M +13% 1.08% 11.6% 72
BP
5271
BCK Partners
New York
$187M +$10.7M +6% 5.41% 34.1% 29
FWA
5272
FOCUS Wealth Advisors
Texas
$187M +$28.7M +18% 5.66% 42.5% 60
JPLA
5273
Joseph P. Lucia & Associates
New York
$187M +$26M +16% 9.85% 60.4% 127
FWM
5274
Foguth Wealth Management
Michigan
$187M – – 6.59% – 128
PAM
5275
Peninsula Asset Management
Florida
$187M +$15M +9% 8.05% 50.3% 42
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