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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CHA
5576
Cooper/Haims Advisors
New York
$182M +$3.58M +2% 7.76% 42.9% 90
ASP
5577
Adams Street Partners
Illinois
$182M -$61M -25% 22.9% 263% 9
EW
5578
Elyxium Wealth
California
$182M – – 7.16% – 120
IFS
5579
Intelligent Financial Strategies
Minnesota
$182M +$19.1M +12% 9.46% 67% 82
CCAM
5580
Cascades Capital Asset Management
North Carolina
$182M – – 6.14% – 101
DWAM
5581
Duncan Williams Asset Management
Tennessee
$181M +$62.9M +53% 6.25% – 130
RC
5582
Roubaix Capital
Colorado
$181M +$23.2M +15% 15.6% 153% 66
FHWM
5583
Fox Hill Wealth Management
Massachusetts
$181M +$18M +11% 7.47% – 141
SWA
5584
Sightline Wealth Advisors
Connecticut
$181M +$20.8M +13% 6.47% 37.2% 88
KHCM
5585
Kirtland Hills Capital Management
Ohio
$181M +$61.2M +51% 6.93% – 140
FFAM
5586
Forge First Asset Management
Canada
$181M -$49.5M -21% 7.63% – 51
PSF
5587
Pacific Sun Financial
California
$181M +$12.2M +7% 8.15% – 186
UFAC
5588
Urban Financial Advisory Corp
Illinois
$181M +$17.3M +11% 6.09% – 50
MWM
5589
MBE Wealth Management
Wisconsin
$181M +$16.1M +10% 7.57% 47.9% 102
SM
5590
Scoggin Management
New York
$181M +$31.5M +21% 1.71% 55.5% 65
LAM
5591
Lifestyle Asset Management
Texas
$181M +$7.06M +4% 5.57% – 114
ACM
5592
Alamar Capital Management
California
$181M +$16.1M +10% 7.24% – 84
PP
5593
Patron Partners
Texas
$181M +$10.9M +6% 7.8% 68.7% 187
CIG
5594
Cairn Investment Group
Washington
$181M +$9.57M +6% 7.03% 60.9% 69
CFC
5595
Client First Capital
California
$181M +$14.9M +9% 3.99% 33.5% 19
GWM
5596
Glass Wealth Management
Texas
$181M +$9.86M +6% 3.96% – 57
YWS
5597
Yarger Wealth Strategies
Ohio
$181M +$14.5M +9% 4.55% 46.5% 95
CIEP
5598
Constellation Investimentos e Participacoes
Brazil
$181M -$20.2M -10% 12.3% 220% 13
EP
5599
EPIQ Partners
Minnesota
$181M +$32.8M +22% 6.43% 33.9% 84
GWM
5600
GoalFusion Wealth Management
Texas
$181M +$19.6M +12% 5.68% 31.5% 32
222 223
224
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