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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GCP
5701
Garda Capital Partners
Minnesota
$178M +$54M +44% 0.61% – 295
OAS
5702
Optivise Advisory Services
Tennessee
$178M -$7.39M -4% 1.79% – 210
JWWM
5703
Johnson & White Wealth Management
Pennsylvania
$178M +$12.9M +8% 0.93% 48.5% 102
GECH
5704
Garnet Equity Capital Holdings
New York
$178M +$11.6M +7% 0.46% 51.6% 21
B
5705
Birchbrook
Maine
$178M +$2.06M +1% 0.9% – 305
AWA
5706
Aletheian Wealth Advisors
Washington
$178M +$8.76M +5% 0.69% 50.7% 97
TCG
5707
Transcendent Capital Group
Oklahoma
$178M -$15.5M -8% 3.04% – 448
NC
5708
Napatree Capital
Rhode Island
$178M +$7.5M +4% 0.78% – 202
SCM
5709
Solas Capital Management
Connecticut
$178M +$27.2M +18% 5.21% 50.3% 22
WQ
5710
Wealth Quarterback
New Jersey
$178M -$35.3M -17% 1.04% 61.9% 135
KCM
5711
Kempner Capital Management
Texas
$178M -$4.5M -2% 0.18% 36.1% 52
NWM
5712
Napa Wealth Management
California
$178M -$53.6M -23% 0.74% – 222
YWM
5713
Yoder Wealth Management
California
$178M -$3.36M -2% 3.25% – 112
RCAP
5714
Resolute Capital Asset Partners
Colorado
$178M -$8.23M -4% 4.46% 424% 56
MC
5715
MSD Capital
New York
$178M -$5.56M -3% 2.76% 8.68% 3
SIAM
5716
Sterling Investment Advisors (Missouri)
Missouri
$178M +$6.5M +4% 1.98% 30% 38
II
5717
Ironclad Investments
Florida
$178M +$6.65M +4% 4.58% – 3
BAM
5718
BOCHK Asset Management
Hong Kong
$178M -$149M -46% 2.38% – 77
BMA
5719
Brooks Moore & Associates
Tennessee
$177M +$8.18M +5% 1.83% 49.3% 105
SPI
5720
Strategic Planning Inc
Ohio
$177M – – 2.4% – 57
BCM
5721
Brookmont Capital Management
Texas
$177M -$9.86M -5% 0.9% 40.7% 54
CSIA
5722
Carl Stuart Investment Advisor
Texas
$177M -$10.2M -5% 1.23% 72.4% 20
SPFA
5723
Summit Place Financial Advisors
New Jersey
$177M +$1.32M +0.8% 0.25% 87% 94
HWA
5724
Hilltop Wealth Advisors
North Carolina
$177M -$20.7M -10% 3.92% 40.7% 56
BCM
5725
Banyan Capital Management
Georgia
$177M +$10.3M +6% 3.13% 63.3% 16
227 228
229
230 231