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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EECFV
5426
EnCap Energy Capital Fund VIII
Texas
$144M +$8.08M +6% 6.91% 20.2% 3
TLA
5427
Tree Line Advisors
Hong Kong
$144M +$15.9M +12% 5.06% 401% 6
AFG
5428
Affinia Financial Group
Massachusetts
$144M +$9.2M +7% 6% 37.5% 38
CWA
5429
Consilium Wealth Advisory
Texas
$144M +$27M +23% 8.6% 94% 85
AIC
5430
Argus Investors Counsel
New York
$144M +$12.3M +9% 8.73% 103% 101
EWM
5431
Elevatus Welath Management
New York
$144M – – 9.63% – 51
BWA
5432
Beam Wealth Advisors
Louisiana
$144M +$44.4M +45% 3.83% 45.4% 112
LFWA
5433
LBJ Family Wealth Advisors
Texas
$144M +$1.48M +1% 5.36% 52.4% 24
NRC
5434
New Republic Capital
North Carolina
$144M +$11.5M +9% 6.78% – 251
LA
5435
Latitude Advisors
Florida
$144M +$5.43M +4% 6.11% 56.9% 198
WF
5436
Wayfinding Financial
Washington
$144M +$12.4M +9% 7.54% 62.9% 124
BCM
5437
Beaumont Capital Management
Massachusetts
$144M +$35.7K +0% 4.6% 37.7% 46
BCP
5438
Blackhawk Capital Partners
Wisconsin
$144M +$7.18M +5% 6.57% 76.5% 94
HFP
5439
Holistic Financial Partners
Indiana
$144M +$16.1M +13% 12.2% 79.7% 114
NCM
5440
NCM Capital Management
New Jersey
$144M +$10.1M +8% 5.38% 75.5% 156
AA
5441
AJ Advisors
Tennessee
$144M +$7.59M +6% 5.3% – 37
CCM
5442
Crestwood Capital Management
New York
$144M +$11.2M +8% 10.7% 198% 14
AF
5443
Aegis Financial
Virginia
$144M +$14.8M +11% 2.57% – 31
RWRC
5444
R.W. Roge & Company
New York
$144M -$12.5M -8% 6.57% 54.1% 46
CWM
5445
Castle Wealth Management
Florida
$143M +$14.2M +11% 6% 49.5% 116
BA
5446
Bluesphere Advisors
Pennsylvania
$143M +$22.7M +19% 9.82% 84.7% 87
AL
5447
ADE LLC
Maryland
$143M +$3.83M +3% 3.6% 40.1% 86
DWM
5448
Denver Wealth Management
Colorado
$143M -$685K -0.5% 6.15% 50.6% 83
BWM
5449
Birchcreek Wealth Management
Ohio
$143M +$16.9M +13% 6.06% 54.2% 143
EW
5450
Element Wealth
Mississippi
$143M +$9.54M +7% 3.92% 39.6% 232
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