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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BG
5351
Benedetti & Gucer
Georgia
$149M +$1.86M +1% 3.8% 42.6% 112
SIC
5352
Starr International Company
Switzerland
$149M +$89.4M +149% 63% 26.1% 3
HWM
5353
HighMark Wealth Management
Minnesota
$149M -$8.45M -5% 4.7% 66% 558
RGF
5354
Retirement Guys Formula
Ohio
$149M +$23.3M +18% 3.04% 55.2% 149
IP
5355
Ignite Planners
California
$149M -$4.47M -3% 2.66% 69.5% 197
WWM
5356
Wolff Wiese Magana
California
$149M -$5.7M -4% 3.08% 87.6% 888
PWM
5357
Peterson Wealth Management
Nevada
$149M -$683K -0.5% 5.63% 31.2% 70
SPFA
5358
Summit Place Financial Advisors
New Jersey
$149M +$4.36M +3% 2.98% 87% 115
IAC
5359
ION Acquisition Corp
Israel
$149M -$23.2M -13% 11.1% – 5
CWM
5360
Chicago Wealth Management
Illinois
$149M -$174K -0.1% 3.38% 71.7% 49
SMG
5361
Smart Money Group
Texas
$149M -$7.64M -5% 3.97% 39.7% 71
SW
5362
Signify Wealth
Missouri
$149M -$12.1M -8% 4.23% 36.7% 34
CH
5363
CVS Health
Rhode Island
$149M +$34.6M +30% 9.44% 41% 6
OWP
5364
Old Well Partners
North Carolina
$149M -$12.9M -8% 22.2% 93.1% 50
WW
5365
Westshore Wealth
California
$149M +$2.95M +2% 2.81% 44% 101
JCA
5366
Jade Capital Advisors
New Jersey
$149M +$16.8M +13% 1.27% 59.5% 125
RDIA
5367
RE Dickinson Investment Advisors
Iowa
$149M +$16.9M +13% 2.41% 2.26% 341
BWM
5368
Benchmark Wealth Management
Connecticut
$149M -$6.04M -4% 4.28% 42.7% 49
CFC
5369
Client First Capital
California
$149M +$7.85M +6% 4.77% 33.5% 31
RB
5370
Renasant Bank
Mississippi
$149M +$1.61M +1% 3.29% 53.2% 221
AWA
5371
ARQ Wealth Advisors
Arizona
$149M +$7.82M +6% 5.39% 43.7% 52
RA
5372
RiverTree Advisors
Florida
$149M -$7.64M -5% 2.03% 19.7% 50
BU
5373
Builders Union
United Kingdom
$149M -$73.5M -33% 35.2% – 15
SIC
5374
Sterling Investment Counsel
New York
$148M +$807K +0.5% 4.36% 69.6% 161
ZC
5375
Zoom Communications
California
$148M -$82.7M -36% 31% 11.6% 2
213 214
215
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