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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCAV
5501
Meritech Capital Associates VI
California
$141M -$79.4M -36% 38.7% – 6
TFA
5502
Tranquilli Financial Advisor
New Jersey
$141M -$2.33M -2% 1.29% 45.3% 96
WAM
5503
WealthTrust Asset Management
Florida
$140M -$9.88M -7% 3.4% 78.7% 91
PSB
5504
Piscataqua Savings Bank
New Hampshire
$140M +$13.5M +11% 2.01% 64.9% 358
LPARFS
5505
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$140M -$34.5M -20% 2.89% – 121
MJB
5506
Mark J. Bradley
$140M -$12.6M -8% 5.24% – 49
WMP
5507
Wealth Management Partners
Arizona
$140M -$5.32M -4% 4.14% 127% 122
CS
5508
Capital Square
Tennessee
$140M -$4.56M -3% 3.82% 37% 172
NF
5509
NTB Financial
Colorado
$140M -$3.46M -2% 0.99% – 159
PS
5510
Planned Solutions
California
$140M -$5.56M -4% 1.73% 49.6% 81
OFS
5511
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 5.48% 43.2% 191
VCWA
5512
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 1.74% 130% 171
LAM
5513
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 3.99% 196% 53
SIM
5514
Strategic Investment Management
Virginia
$140M -$28.2M -17% 4.3% 34.6% 11
ECM
5515
EMC Capital Management
Texas
$140M -$46M -25% 5.89% 62.6% 358
SG
5516
Somerset Group
Minnesota
$140M -$8.71M -6% 2.83% 58.9% 79
CWA
5517
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 2.93% 94% 92
KLC
5518
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 4.51% 51.6% 135
HPCM
5519
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 8.93% 93% 95
GC
5520
Gould Capital
Washington
$139M -$3.71M -3% 4.34% 50.2% 223
CCM
5521
Colorado Capital Management
Colorado
$139M -$9.89M -7% 5.28% 41.9% 79
NMG
5522
New Millennium Group
Utah
$139M +$7.59M +6% 3.09% 139% 62
RPG
5523
Resource Planning Group
Georgia
$139M -$9.88M -7% 5.03% 1.9% 72
LHWM
5524
Lake Hills Wealth Management
Texas
$139M -$2.4M -2% 2.15% – 67
ACM
5525
Alcosta Capital Management
California
$139M -$27.3M -16% 8.36% 222% 32
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