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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TC
5526
TAGStone Capital
North Carolina
$171M +$17.8M +12% 7.91% 51.5% 85
SPFA
5527
Summit Place Financial Advisors
New Jersey
$171M +$17.8M +12% 12.2% 87% 94
AWM
5528
AllSquare Wealth Management
New York
$171M +$7.69M +5% 7.13% 43.2% 551
VFA
5529
Values First Advisors
Tennessee
$171M +$4.89M +3% 5.04% 69.5% 179
SIAM
5530
Sterling Investment Advisors (Missouri)
Missouri
$171M +$9.28M +6% 4.47% 30% 34
RBC
5531
Rye Brook Capital
Connecticut
$171M -$3.37M -2% 7.77% 43.7% 31
VOMP
5532
Vision One Management Partners
Florida
$171M +$2.49M +1% 1.54% – 9
M
5533
MYeCFO
California
$170M +$11.8M +7% 4.85% – 57
HHGC
5534
Hunting Hill Global Capital
New York
$170M +$37.8M +28% 16.5% 92.2% 123
AWM
5535
Avaii Wealth Management
Wisconsin
$170M +$17M +11% 8.39% 58.9% 155
PC
5536
Promethos Capital
Massachusetts
$170M +$32.4M +23% 10% – 73
GFL
5537
Granite FO LLC
New Hampshire
$170M +$20.7M +14% 10.7% – 229
GCA
5538
GSI Capital Advisors
California
$170M +$5.02M +3% 0.83% 14.6% 33
FCM
5539
Fogel Capital Management
Florida
$170M +$39.1M +30% 8.99% – 43
PWP
5540
Pursue Wealth Partners
California
$170M +$15.2M +10% 12.1% 99.9% 110
ISSM
5541
Invesco Senior Secured Management
New York
$170M +$67.2M +65% 1.19% 2.99% 8
WIA
5542
Wetzel Investment Advisors
Indiana
$170M +$7.05M +4% 9.21% – 1,204
AFO
5543
Allie Family Office
Florida
$170M +$25.2M +17% 7.55% 48.7% 85
FWP
5544
Firethorn Wealth Partners
Georgia
$170M +$17.2M +11% 7.41% 53.7% 165
WP
5545
Wealthspan Partners
Iowa
$170M +$26.9M +19% 8.02% 60.7% 101
CL
5546
COWA LLC
Oklahoma
$170M +$9.3M +6% 7.37% 45.5% 127
BWIA
5547
Bryant Woods Investment Advisors
New York
$169M +$12.6M +8% 7.67% 54% 46
EA
5548
Evolution Advisers
Virginia
$169M +$12.8M +8% 4.59% 33% 233
LAM
5549
Lifestyle Asset Management
Texas
$169M -$10.6M -6% 9.96% – 119
CWA
5550
Capital Wealth Alliance
Arizona
$169M +$23.5M +16% 14.1% 85% 118
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