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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GPFA
5601
Game Plan Financial Advisors
Ohio
$121M +$2.86M +2% 4.34% – 103
TC
5602
TAGStone Capital
North Carolina
$121M +$13.5M +13% 5.98% 51.5% 77
KLCMU
5603
Kite Lake Capital Management (UK)
United Kingdom
$121M +$21.5M +22% 17.5% 54% 10
GA
5604
GraniteShares Advisors
New York
$121M -$2.18M -2% 6.37% 117% 172
MWM
5605
Meritas Wealth Management
California
$121M – – 7.06% – 43
FWS
5606
FinDec Wealth Services
California
$121M – – 6.6% – 41
MSAGDF
5607
Moneda SA Administradora General de Fondos
Chile
$121M -$3.01M -2% 9.9% 33.1% 43
WFA
5608
Wells Financial Advisors
Massachusetts
$121M +$17.6M +17% 6.66% 44.3% 69
MFFIA
5609
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$121M – – 10.4% – 66
CWM
5610
Cherrydale Wealth Management
New Jersey
$121M +$12.4M +11% 7.93% 62.6% 40
BIM
5611
Bullseye Investment Management
Ohio
$121M +$29M +32% 5.6% 40% 59
WQ
5612
Wealth Quarterback
New Jersey
$121M +$26.6M +28% 7.79% 61.9% 120
PFG
5613
Piershale Financial Group
Illinois
$121M -$12.6M -9% 0.5% 82% 301
UAM
5614
Unison Asset Management
Florida
$121M +$9.49M +9% 9.25% 107% 36
DS
5615
Dalal Street
Texas
$121M +$21.8M +22% 1.58% 26.3% 4
SVCM
5616
Saturn V Capital Management
Texas
$121M – – 2.13% – 19
WI
5617
WJ Interests
Texas
$120M +$8.36M +7% 7.23% 37.2% 72
BHCM
5618
Boulder Hill Capital Management
New York
$120M -$11.3M -9% 13.5% – 245
FAM
5619
Family Asset Management
South Carolina
$120M – – 7.38% – 164
GAA
5620
Green Alpha Advisors
Colorado
$120M +$2.33M +2% 3.96% 117% 149
FU
5621
Fairfield University
Connecticut
$120M +$4.05M +3% 7.72% 47% 4
WPWM
5622
Western Pacific Wealth Management
Illinois
$120M +$23.2M +24% 25.8% 62% 306
FWM
5623
Fortress Wealth Management
California
$120M +$21.8M +22% 9.49% 34.5% 59
CP
5624
Caligan Partners
New York
$120M – – 21.7% – 11
CIA
5625
Cascade Investment Advisors
Oregon
$120M +$3.77M +3% 11.3% 60.3% 112
223 224
225
226 227