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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OWA
5326
Opal Wealth Advisors
New York
$158M +$54M +52% 7.96% 46% 137
SOAG
5327
Silver Oak Advisory Group
Oregon
$158M – – 2.65% 17.2% 60
HWM
5328
HighMark Wealth Management
Minnesota
$158M +$21.9M +16% 5.1% 66% 549
CPWA
5329
Cerro Pacific Wealth Advisors
California
$158M +$18.9M +14% 13.6% – 128
AWA
5330
Acorn Wealth Advisors
Michigan
$158M +$14.7M +10% 7.8% 42% 185
RI
5331
Ridgewood Investments
New Jersey
$158M +$10.2M +7% 5.62% 46.1% 199
MPEM
5332
Marathon Partners Equity Management
New York
$158M -$46.7M -23% 10.4% – 11
RHP
5333
Royal Harbor Partners
Texas
$158M +$17.1M +12% 8.88% 47.8% 86
HFS
5334
HBC Financial Services
Washington
$158M +$7.57M +5% 7.41% 12.6% 198
BCFD
5335
Boit C.F. David
$158M +$11.9M +8% 11% 63.5% 116
JPLA
5336
Joseph P. Lucia & Associates
New York
$157M -$11.5M -7% 6.08% 60.4% 610
RCM
5337
Regency Capital Management
Hawaii
$157M +$15.1M +11% 10.8% 62.3% 181
PBF
5338
Petix & Botte Financial
California
$157M -$138M -47% 6.07% – 119
BFA
5339
BMS Financial Advisors
South Dakota
$157M – – 8.2% – 92
AWP
5340
Accretive Wealth Partners
New Jersey
$157M +$15.3M +11% 8.42% 60.5% 116
SMP
5341
Santa Monica Partners
Florida
$157M +$2.6M +2% 7.47% 106% 23
FFL
5342
Flat Footed LLC
Wyoming
$157M – – 2.17% 34.9% 22
UIA
5343
Ulland Investment Advisors
Minnesota
$157M – – 8.79% 145% 226
LIM
5344
Loudon Investment Management
New Hampshire
$157M +$16.1M +11% 13.3% 54.8% 88
RCF
5345
Rainwater Charitable Foundation
Texas
$157M -$342K -0.2% 9.14% 38.6% 2
SMG
5346
Smart Money Group
Texas
$157M +$19.1M +14% 4.29% 39.7% 69
6C
5347
6elm Capital
New York
$156M +$11.6M +8% 3.08% – 15
ASI
5348
Advisory Services & Investments
Oregon
$156M +$3.97M +3% 4.39% 19.6% 36
EA
5349
Eclectic Associates
California
$156M +$19.3M +14% 6.29% 39.4% 77
KAM
5350
KEB Asset Management
Illinois
$156M – – 6.73% 50% 51
212 213
214
215 216