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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SA
5426
swisspartners Advisors
Switzerland
$145M +$4.97M +4% 6.05% 60.3% 33
BIG
5427
Boothe Investment Group
Delaware
$145M -$42.2M -23% 7.65% 43.5% 38
WMR
5428
Wealth Management Resources
Rhode Island
$145M -$10.6M -7% 3.78% 23.5% 50
OA
5429
Operose Advisors
Wisconsin
$145M +$21.8M +18% 4.05% 49.4% 344
ML
5430
Mayport LLC
Massachusetts
$145M +$10.3M +8% 5.08% 49.4% 67
PWM
5431
Purus Wealth Management
California
$145M -$14.9M -9% 6.48% 146% 128
VCS
5432
Vaughan & Co Securities
New Jersey
$145M -$2.78M -2% 3.58% 45.4% 60
RCP
5433
Rho Capital Partners
New York
$145M -$9.52M -6% 4.7% – 5
TCM
5434
Tandem Capital Management
New Jersey
$145M -$28.9M -17% 5.54% 93.1% 104
NCM
5435
Next Capital Management
New York
$144M -$930K -0.6% 2.93% 67.4% 125
BBW
5436
Blue Barn Wealth
Utah
$144M -$3.55M -2% 4.77% 28.6% 134
AC
5437
Apogem Capital
New York
$144M -$5.04M -3% 3.77% – 206
PIA
5438
Pinion Investment Advisors
Kansas
$144M -$4.11M -3% 2.8% 60.7% 178
CPC
5439
Consolidated Planning Corp
Georgia
$144M -$10.9M -7% 5.13% 72.9% 65
CG
5440
Castellan Group
Kentucky
$144M -$171K -0.1% 4.04% 178% 76
CAAM
5441
Cornerstone Advisors Asset Management
Pennsylvania
$144M +$12.5M +9% 3.1% 33.6% 65
MMX
5442
MV Management XI
California
$144M -$87.4M -38% 35.8% – 4
ST
5443
SAL Trading
Pennsylvania
$144M -$40.3M -22% 2.93% 19.8% 36
ETCM
5444
Evolutionary Tree Capital Management
Virginia
$144M -$64.4M -31% 20.7% 199% 46
HWM
5445
Heirloom Wealth Management
Colorado
$144M +$27.2M +23% 1.19% – 39
LI
5446
Latigo Investments
Florida
$144M -$6.07M -4% 3.64% 45.3% 16
XI
5447
XXEC Inc
Oklahoma
$144M +$26.6M +23% 9.84% 57.4% 25
CAM
5448
CenterStar Asset Management
Illinois
$144M +$12.5M +10% 0.65% 10.7% 489
DJYG
5449
David J. Yvars Group
Florida
$144M -$18.2M -11% 5.8% 126% 97
CFCI
5450
Comprehensive Financial Consultants Institutional
Indiana
$144M -$12.2M -8% 0.45% 62.6% 533
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