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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BOC
5601
Bull Oak Capital
California
$103M -$5.58M -5% 3.74% – 27
ILCM
5602
Ivy Lane Capital Management
Florida
$103M -$3.06M -3% 4.12% 103% 13
I
5603
IMPACTfolio
Colorado
$102M -$3.59M -3% 6.14% 43.7% 55
SPA
5604
Shore Point Advisors
New Jersey
$102M -$4.49M -4% 6.61% 35.6% 38
SFS
5605
Starfox Financial Services
Texas
$102M -$23.9M -19% 6.42% – 27
CGI
5606
Calixto Global Investors
Florida
$102M +$2.5M +3% 4.89% 180% 12
LFA
5607
LifeGuide Financial Advisors
Pennsylvania
$102M -$7.24M -7% 9.36% 14.6% 27
CFO
5608
Custos Family Office
Texas
$102M -$9.18M -8% 6.9% 43.6% 23
AMR
5609
Asset Management Resources
Massachusetts
$102M -$15.5M -13% 4.58% – 58
OF
5610
Outfitter Financial
Maine
$102M -$7.89M -7% 4.21% 71.1% 86
PCMU
5611
Paragon Capital Management (Utah)
Utah
$102M +$3.48M +4% 2.39% 52.6% 90
WHP
5612
Washington Harbour Partners
Virginia
$102M -$45.7M -31% 1.25% 162% 26
ACM
5613
Alcosta Capital Management
California
$102M -$3.07M -3% 2.58% 222% 32
MCM
5614
Mork Capital Management
California
$102M -$7.39M -7% 7.57% 36.6% 108
AP
5615
AtonRa Partners
Switzerland
$102M -$7M -6% 6.23% 48.4% 121
TA
5616
TRB Advisors
New York
$102M -$57.8M -36% 4.88% 76.3% 5
PWS
5617
Paragon Wealth Strategies
Florida
$102M +$12.6M +14% 3.79% 59.8% 197
CA
5618
CV Advisors
Florida
$102M -$3.94M -4% 4.01% 95.4% 25
4FG
5619
4Thought Financial Group
New York
$102M -$4.86M -5% 5.32% 31.4% 100
SA
5620
swisspartners Advisors
Switzerland
$102M -$16.4M -14% 5.04% 60.3% 26
BOM
5621
Bank of Marin
California
$102M -$11.9M -10% 5.58% 71.7% 119
FCFC
5622
First Citizens Financial Corp
Iowa
$102M -$11.8M -10% 5.4% – 104
APW
5623
Axim Planning & Wealth
Ohio
$102M -$27.3M -21% 22.9% 52% 176
FWM
5624
Finer Wealth Management
Massachusetts
$102M -$8M -7% 6.04% 114% 78
IWP
5625
Insight Wealth Partners
Texas
$102M -$25.5M -20% 1.7% 16.7% 60
223 224
225
226 227