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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SPA
5501
Shore Point Advisors
New Jersey
$189M +$2.96M +2% 0.48% 35.6% 69
MI
5502
Moneywise Inc
Virginia
$189M -$10.6M -5% 4.3% 41.8% 59
DB
5503
Dravo Bay
Delaware
$189M -$17.6M -9% 0.41% 35.8% 52
GPW
5504
Genesis Private Wealth
Virginia
$189M +$7.1M +4% 0.37% – 157
RF
5505
Robbins Farley
New Hampshire
$188M -$16.5M -8% 3.86% 92.1% 160
GHA
5506
Granite Harbor Advisors
Texas
$188M +$7.56M +4% 2.78% – 110
EA
5507
Everpar Advisors
Oklahoma
$188M -$9.98M -5% 1.51% – 277
SOAG
5508
Silver Oak Advisory Group
Oregon
$188M -$772K -0.4% 0.19% 17.2% 69
MWA
5509
Mills Wealth Advisors
Texas
$188M +$12.5M +7% 0.93% – 72
WFP
5510
Wrenne Financial Planning
Kentucky
$188M +$12.5M +7% 0.98% – 46
AWM
5511
Aviso Wealth Management
Washington
$188M -$7.88M -4% 2.9% – 145
CIG
5512
CHB Investment Group
Pennsylvania
$188M +$3.96M +2% 2.85% – 74
AIM
5513
Astor Investment Management
Illinois
$188M -$7.16M -4% 0.72% 23.3% 33
BIM
5514
Brentview Investment Management
Illinois
$188M +$12M +7% 2.74% – 68
LWM
5515
Lodestone Wealth Management
Washington
$188M -$11.4M -6% 1.56% – 159
WR
5516
WD Rutherford
Oregon
$188M -$23M -11% 4.26% 137% 80
PP
5517
PFS Partners
New Jersey
$188M +$4.22M +2% 0.93% 38.2% 459
EFS
5518
Econ Financial Services
Pennsylvania
$188M +$13.5M +8% 2.15% 8.75% 101
ACM
5519
Adalta Capital Management
New York
$188M -$3.73M -2% 1.15% 65.8% 107
DCM
5520
Dudley Capital Management
Virginia
$188M -$7.42M -4% 0.32% – 135
TCOK
5521
Trust Company of Kansas
Kansas
$188M -$20.5M -10% 4.33% 86.3% 60
S
5522
Sunpointe
Missouri
$188M -$11.3M -6% 2.32% – 202
LI
5523
Latigo Investments
Florida
$188M -$9.01M -5% 0.15% 45.3% 18
PWS
5524
Proactive Wealth Strategies
Georgia
$188M -$4.4M -2% 3.75% – 133
DA
5525
DCM Advisors
New York
$187M -$25.7M -12% 1.24% 109% 39
219 220
221
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