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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PC
5376
Phoenician Capital
New York
$122M -$47.5M -28% 5.07% 40.8% 14
EM
5377
ELCO Management
New York
$122M -$24.9M -17% 12.7% 76.3% 147
IP
5378
Ignite Planners
California
$122M -$27.4M -18% 12.9% 69.5% 186
LI
5379
Latash Investments
Alaska
$122M -$32M -21% 19.8% 125% 22
ML
5380
Mayport LLC
Massachusetts
$122M -$23M -16% 12.1% 49.4% 63
RF
5381
RHS Financial
California
$122M -$14.2M -10% 12.5% 38% 90
TWP
5382
Tempus Wealth Planning
California
$122M -$19M -14% 12.1% 75.2% 148
AFA
5383
AllGen Financial Advisors
Florida
$122M +$1.85M +2% 11.4% 25.5% 40
DIS
5384
Diversified Investment Strategies
Louisiana
$122M -$24.5M -17% 13.9% 86.2% 47
NRW
5385
Nova R Wealth
Kansas
$122M +$4.5M +4% 13.1% 51.5% 84
TIAM2
5386
Tru Independence Asset Management 2
Oregon
$122M -$52.6M -30% 3.97% – 103
ZC
5387
Zoom Communications
California
$121M -$27M -18% 35.5% 11.6% 3
TWM
5388
Tanager Wealth Management
United Kingdom
$121M -$11.5M -9% 13.2% 34.4% 47
BCM
5389
Beaumont Capital Management
Massachusetts
$121M -$34M -22% 6.52% 37.7% 47
BAM
5390
Boyar Asset Management
New York
$121M -$34.6M -22% 15.3% 64.5% 87
SCA
5391
Strategic Capital Advisers
Colorado
$121M -$10.1M -8% 12.4% 51.4% 60
DCI
5392
Data Collective IV
California
$121M -$350M -74% 24% 278% 5
FFA
5393
Fi3 Financial Advisors
Indiana
$121M -$7.62M -6% 13.9% 60.3% 58
UOMF
5394
University of Maryland Foundation
Maryland
$121M +$37.9M +46% 16.2% 47.2% 7
SNBOSD
5395
Security National Bank of So Dak
Iowa
$121M -$22.8M -16% 12.6% – 105
CH
5396
CVS Health
Rhode Island
$121M -$28.3M -19% 5.67% 41% 6
CS
5397
Capital Square
Tennessee
$121M -$19.7M -14% 10.6% 37% 162
GPA
5398
Garrison Point Advisors
California
$120M -$22.4M -16% 13.2% 74% 155
LI
5399
Latigo Investments
Florida
$120M -$23.3M -16% 15.8% 45.3% 17
MWA
5400
Miller Wealth Advisors
Colorado
$120M -$33.6M -22% 19.1% 90% 97
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216
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