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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BWM
5501
Birchcreek Wealth Management
Ohio
$108M -$3.52M -3% 4.97% 54.2% 124
MA
5502
Mudita Advisors
United Kingdom
$108M -$16.6M -13% 2.05% 71.3% 20
EC
5503
Euclidean Capital
New York
$108M -$9.86M -8% 3.16% 17.7% 10
TC
5504
TAGStone Capital
North Carolina
$108M +$2.8M +3% 4% 51.5% 75
CWM
5505
CarsonAllaria Wealth Management
Illinois
$108M +$598K +0.6% 5.68% 38.8% 351
IA
5506
Integrity Advisory
Kansas
$108M +$5.51M +5% 5.23% – 81
SPFA
5507
Summit Place Financial Advisors
New Jersey
$108M -$11.6M -10% 4.01% 87% 103
SC
5508
Sagil Capital
United Kingdom
$108M -$1.91M -2% 4.85% 35.3% 17
KCMRT
5509
Kemper Corp Master Retirement Trust
Illinois
$107M -$67.5M -39% 9.65% 21.9% 2
CA
5510
Continental Advisors
Utah
$107M -$2.24M -2% 1.08% 26.3% 48
XS
5511
XR Securities
Illinois
$107M -$99.3M -48% 2.88% 10.5% 305
FWP
5512
Firethorn Wealth Partners
Georgia
$107M -$15.7M -13% 5.96% 53.7% 135
SL
5513
Savior LLC
Massachusetts
$107M -$1.4M -1% 5.49% 58.9% 213
WAL
5514
W Advisors LLC
Tennessee
$107M -$8.15M -7% 5.79% 57.5% 110
AWAP
5515
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$107M -$8.24M -7% 6.06% 48.2% 113
FCM
5516
Fairbanks Capital Management
California
$107M -$7.46M -7% 5.55% 93.3% 51
RHCA
5517
Rosenthal Henry Capital Advisors
Indiana
$107M – – 0.03% 38.2% 44
SI
5518
SCP Investment
California
$107M -$856K -0.8% 4.97% 68.9% 38
PWM
5519
Peterson Wealth Management
Nevada
$107M +$29.9M +39% 4.97% 31.2% 58
WF
5520
Wayfinding Financial
Washington
$107M -$6.7M -6% 5.58% 62.9% 94
AIFAIM
5521
American Institute for Advanced Investment Management
Arizona
$107M -$7.09M -6% 3.14% 61.7% 114
WFS
5522
Walker Financial Services
Kentucky
$107M +$4.31M +4% 5.28% 12.5% 25
APC
5523
Asset Planning Corporation
Tennessee
$107M -$8.24M -7% 5.62% 30.4% 36
BHH
5524
Baker Hughes Holdings
Texas
$107M -$51.2M -32% 31.5% 38.6% 1
LAI
5525
Legal Advantage Investments
California
$107M +$4.14M +4% 4.42% 131% 83
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