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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KG
5776
Kilter Group
New York
$190M +$36.8M +24% 9.31% – 1,169
EFA
5777
Edge Financial Advisors
Illinois
$190M +$31.4M +20% 9.02% – 130
TC
5778
Triavera Capital
California
$190M +$27.1M +17% 19.4% – 21
WAN
5779
Wealth Advisors Northwest
Oregon
$190M +$31.9M +20% 8.74% – 62
CWM
5780
CCG Wealth Management
California
$190M +$22.6M +14% 12.4% 59.5% 81
MCA
5781
Midwest Capital Advisors
Michigan
$190M +$26.8M +16% 9.45% – 196
SCM
5782
Spring Capital Management
Texas
$190M +$6.46M +4% 6.4% 66.7% 53
AIC
5783
Aurora Investment Counsel
Georgia
$190M +$9.28M +5% 5.47% 52% 127
NAMNJ
5784
NorthStar Asset Management (New Jersey)
New Jersey
$190M +$29.7M +19% 12.8% – 98
IC
5785
Innealta Capital
Texas
$190M +$5.04M +3% 10.1% 48.3% 140
RWP
5786
Ridgecrest Wealth Partners
California
$189M -$1.49M -0.8% 7.36% 69.7% 117
UWM
5787
Udine Wealth Management
Florida
$189M +$39.9M +27% 15.7% 125% 38
PAM
5788
Peninsula Asset Management
Florida
$189M +$9.31M +5% 5.19% 50.3% 45
AF
5789
AGP Franklin
Tennessee
$189M +$26.9M +17% 22.4% – 89
OGM
5790
OnyxPoint Global Management
New York
$189M +$5.69M +3% 4.17% – 28
HI
5791
Harrington Investments
California
$189M +$13.1M +7% 11.2% 75.7% 83
LIS
5792
Legacy Investment Solutions
Idaho
$189M – – 287% – 741
LWMI
5793
Legacy Wealth Management (Idaho)
Idaho
$189M +$51.3M +37% 287% – 878
KAM
5794
Krensavage Asset Management
New York
$189M +$8.05M +4% 9.39% 56.4% 16
IF
5795
IRON Financial
Illinois
$189M +$10.5M +6% 5.45% 39.7% 127
CCC
5796
Cincinnati Casualty Company
Ohio
$189M +$14.3M +8% 9.73% 50.7% 24
DI
5797
Dalton Investments
Nevada
$189M +$2.38M +1% 11.3% 165% 22
TW
5798
Traveka Wealth
California
$189M +$10.4M +6% 10.2% – 157
CI
5799
Carroll Investors
South Carolina
$189M +$38.5M +26% 31.3% 206% 34
PPW
5800
PACK Private Wealth
Minnesota
$189M +$20.6M +12% 7.37% 38.8% 48
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