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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
5451
Concentrum Wealth Management
California
$135M +$23M +21% 36.7% 208% 63
VCS
5452
Vaughan & Co Securities
New Jersey
$135M +$9.28M +7% 5.34% 45.4% 56
RWA
5453
Rooted Wealth Advisors
Illinois
$135M +$15.6M +13% 4.97% – 91
PSC
5454
Prentiss Smith & Co
Vermont
$135M +$24.4M +22% 3.12% 50.7% 70
RGMC
5455
Revolution Growth Management Company
District of Columbia
$135M +$10.5M +8% 9.76% 26.9% 3
GCM
5456
Gunderson Capital Management
South Carolina
$135M +$79.9M +146% 25.6% 537% 57
TA
5457
Tactive Advisors
Florida
$135M -$18.4M -12% 13.2% – 73
PD
5458
Planning Directions
Pennsylvania
$135M +$3.5M +3% 3.06% 36.4% 77
EL
5459
EWA LLC
Pennsylvania
$134M – – 5.02% – 83
CCA
5460
Cora Capital Advisors
New Jersey
$134M -$11.1M -8% 6.31% – 95
HMCP
5461
Hook Mill Capital Partners
New York
$134M +$16M +14% 14.8% – 37
MC
5462
Metavasi Capital
New York
$134M +$43.6M +48% 22.1% 458% 39
AWM
5463
Aberdeen Wealth Management
Illinois
$134M +$1.53M +1% 3.64% 56.5% 173
TLCM
5464
Twin Lakes Capital Management
California
$134M +$4.28M +3% 5.71% 72.8% 249
CAM
5465
Crown Advisors Management
California
$134M +$24.1M +22% 16.5% 185% 51
FD
5466
Financial Designs
California
$134M +$1.16M +0.9% 3.46% – 15
CAM
5467
CPA Asset Management
Florida
$134M +$3.04M +2% 4.15% – 73
SVCM
5468
Saturn V Capital Management
Texas
$134M +$13.4M +11% 1.32% – 20
MA
5469
MKT Advisors
California
$134M +$1.16M +0.9% 4.92% 46.8% 153
TOTSC
5470
Trustees of the Smith College
Massachusetts
$134M -$101M -43% 4.56% – 5
AFO
5471
Allie Family Office
Florida
$134M +$12.3M +10% 6.81% 48.7% 82
BFAG
5472
Blackston Financial Advisory Group
Florida
$134M -$3.98M -3% 7.19% 63.8% 96
NCM
5473
NCM Capital Management
New Jersey
$134M -$17.8M -12% 4.8% 75.5% 181
TFA
5474
Tranquilli Financial Advisor
New Jersey
$134M +$1.99M +2% 4.96% 45.3% 95
EW
5475
Element Wealth
Mississippi
$134M +$11.4M +9% 3.77% 39.6% 215
217 218
219
220 221