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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AFTS
5351
American Financial & Tax Strategies
New York
$197M +$7.38M +4% 6.41% – 93
FWP
5352
Firethorn Wealth Partners
Georgia
$197M +$20M +11% 6.26% 53.7% 163
WC
5353
Westhampton Capital
North Carolina
$197M +$12.5M +7% 8.49% 72.2% 121
TW
5354
Traveka Wealth
California
$197M -$7.87M -4% 5.7% – 143
FW
5355
Fairway Wealth
Ohio
$197M +$27.2M +16% 6.78% – 382
LC
5356
Littlejohn & Co
Connecticut
$197M +$780K +0.4% 50.2% 76.1% 30
JHA
5357
Jackson Hill Advisors
Texas
$197M +$14.2M +8% 16.2% 111% 13
CWA
5358
Carolina Wealth Advisors
South Carolina
$197M -$7.33M -4% 7.3% 49% 360
DMBA
5359
Deseret Mutual Benefit Administrators
Utah
$197M -$19.1M -9% 6.05% 46.1% 498
SCMS
5360
Serenity Capital Management (Singapore)
Singapore
$196M +$34.8M +22% 30.4% – 4
BWIA
5361
Bryant Woods Investment Advisors
New York
$196M +$58.9M +43% 6.46% 54% 50
CWA
5362
Clarus Wealth Advisors
Arizona
$196M +$8.14M +4% 6.87% – 140
IAIM
5363
Industrial Alliance Investment Management
Quebec, Canada
$196M +$20M +11% 5.07% 76.7% 15
AI
5364
Anchor IV
Singapore
$196M +$22.5M +13% 13% – 1
SRWM
5365
Shira Ridge Wealth Management
California
$196M +$16.6M +9% 5.39% – 84
WA
5366
Waterford Advisors
New York
$196M -$42.5M -18% 6.6% – 56
IPA
5367
Investment Planning Advisors
Georgia
$196M +$0 0% 4.33% – 59
SFP
5368
Strategic Financial Partners
Oregon
$196M +$14.3M +8% 6.02% 42.1% 70
PBO
5369
Peoples Bank (Ohio)
Ohio
$196M +$3.13M +2% 5.58% 54.7% 137
DLHL
5370
Donald L. Hagan LLC
Florida
$196M +$6.98M +4% 6.24% 32.1% 101
SFCM
5371
Savoir Faire Capital Management
Connecticut
$196M -$61.5M -24% 2.22% – 55
TC
5372
TAGStone Capital
North Carolina
$196M +$19.4M +11% 6.04% 51.5% 93
BAM
5373
Ballast Asset Management
Texas
$196M +$11.3M +6% 13.5% – 53
RC
5374
Riposte Capital
New York
$196M -$3.96M -2% 2.75% – 29
CI
5375
Cordant Inc
Oregon
$196M +$16.6M +9% 5.69% 25.6% 76
213 214
215
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