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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MA
5751
Mezzasalma Advisors
New Jersey
$115M -$11.2M -9% 2.89% 167% 86
MA
5752
Mudita Advisors
United Kingdom
$115M +$6.84M +6% 14.9% 71.3% 21
CCMI
5753
Creative Capital Management Investments
California
$115M – – 7.91% – 234
LFA
5754
Legend Financial Advisors
Pennsylvania
$114M +$7.99M +8% 8.98% 62.3% 257
SI
5755
Salesforce Inc
California
$114M -$11.9M -9% 6.94% 55.4% 2
SC
5756
Settian Capital
New York
$114M +$23.1M +25% 7.35% 78.7% 38
KCG
5757
Kinsale Capital Group
Virginia
$114M +$19.4M +20% 10.1% 59.8% 26
RWM
5758
Refined Wealth Management
Utah
$114M +$3.45M +3% 3.21% 94.2% 26
CWM
5759
CarsonAllaria Wealth Management
Illinois
$114M +$6.59M +6% 8.04% 38.8% 376
SW
5760
Signify Wealth
Missouri
$114M +$20.2M +21% 1.43% 36.7% 35
AWMNH
5761
Arcadia Wealth Management (New Hampshire)
New Hampshire
$114M – – 7.2% – 59
CG
5762
Clarus Group
Texas
$114M +$4.23M +4% 8.85% 69.5% 100
HBW
5763
Hazlett, Burt & Watson
West Virginia
$114M +$10.5M +10% 10.2% 66.1% 657
IAM
5764
Infusive Asset Management
New York
$114M +$4.8M +4% 6.19% 67.6% 17
WSL
5765
Western Standard LLC
California
$114M +$26.2M +30% 48.4% 95.1% 37
DWM
5766
Dopkins Wealth Management
New York
$114M +$24.4M +27% 10.5% 49.5% 48
IWP
5767
Innova Wealth Partners
Pennsylvania
$114M +$4.67M +4% 6.82% 55.4% 60
AF
5768
Aegis Financial
Virginia
$114M – – 34.2% – 28
AWM
5769
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 7.04% 68.8% 35
WCBA
5770
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 15% 35% 65
SG
5771
Somerset Group
Minnesota
$113M +$3.95M +4% 4.34% 58.9% 70
CSC
5772
Caldwell Sutter Capital
California
$113M – – 7.8% – 315
MC
5773
Muzinich & Co
New York
$113M +$10.6M +10% 7.17% 10.7% 57
SAM
5774
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 8.12% – 35
SW
5775
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 6.11% 54.5% 102
229 230
231
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