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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GA
5326
Gagnon Advisors
New York
$149M +$470K +0.3% 2.19% 115% 29
JPLA
5327
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 6.55% 60.4% 121
WMWM
5328
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 5.68% – 74
CWMU
5329
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 9.64% 36.5% 66
GL
5330
GHE LLC
Tennessee
$149M +$22.3M +18% 21.3% 295% 55
PC
5331
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 1.77% 29.8% 79
QS
5332
Quantitative Strategies
California
$149M – – 4.24% – 20
EA
5333
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 4.11% – 158
NRW
5334
Nova R Wealth
Kansas
$149M +$1.07M +0.7% 5.49% 51.5% 75
FF
5335
Friedenthal Financial
New Jersey
$149M +$6.93M +5% 8.23% 124% 147
WB
5336
West Bancorporation
Iowa
$149M +$17.6M +13% 10.5% 57.1% 99
XSC
5337
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 6.83% 118% 166
CCIA
5338
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 11.6% 123% 99
DCM
5339
Dudley Capital Management
Virginia
$149M +$6.35M +4% 6.85% – 115
GCM
5340
Garland Capital Management
Washington
$149M +$1.49M +1% 0.65% 29.4% 36
MFG
5341
Monumental Financial Group
Maryland
$149M +$8.88M +6% 4.64% 18.2% 93
MWA
5342
Moser Wealth Advisors
Washington
$149M – – 8.25% – 127
BI
5343
Berkeley Inc
Idaho
$148M +$10.7M +8% 4.22% 39.4% 79
CB
5344
Centennial Bank
Arkansas
$148M -$4.87M -3% 5.15% – 327
RWA
5345
Rooted Wealth Advisors
Illinois
$148M +$13.5M +10% 4.28% – 104
CP
5346
CPV Partners
Connecticut
$148M +$26.2M +21% 32.8% 24.1% 6
HIP
5347
Hatteras Investment Partners
North Carolina
$148M – – 80% – 1
MWA
5348
Miller Wealth Advisors
Colorado
$148M +$128M +620% 14.6% 90% 79
GL
5349
Gemsstock Ltd
United Kingdom
$148M +$56.7M +62% 24.7% 148% 10
TI
5350
TTP Investments
California
$148M +$24.1M +19% 12.6% 124% 45
212 213
214
215 216