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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BOC
5801
Bull Oak Capital
California
$180M +$5.73M +3% 1.01% – 126
EFSCE
5802
Enterprise Financial Services Corp (EFSC)
Missouri
$180M +$8.15M +5% 2.33% 71.6% 161
CWA
5803
Crux Wealth Advisors
California
$180M – – 1.73% – 150
CWM
5804
CCG Wealth Management
California
$180M +$916K +0.5% 1.69% 59.5% 76
GWM
5805
Grand Wealth Management
Michigan
$179M +$2.19M +1% 2.56% 42.5% 69
GAM
5806
GEM Asset Management
Michigan
$179M +$4.41M +3% 0.59% – 97
AFS
5807
Axiom Financial Strategies
Indiana
$179M -$10.1M -5% 0.73% 37.1% 46
SNBOSD
5808
Security National Bank of So Dak
Iowa
$179M -$766K -0.4% 2.04% – 113
HP
5809
Haven Private
Florida
$179M – – 5.44% – 136
KIM
5810
Kane Investment Management
California
$179M – – 6.03% – 90
FCB
5811
First County Bank
Connecticut
$179M -$23.6M -12% 1.27% – 164
FF
5812
Fortitude Financial
Washington
$179M – – 2.14% – 31
SC
5813
Solstein Capital
California
$179M -$9.87M -5% 1.55% 74.5% 318
MHWM
5814
Montz Harcus Wealth Management
Louisiana
$179M +$7.7M +4% 2.44% 70.6% 81
OCM
5815
Orleans Capital Management
Louisiana
$179M +$2.75M +2% 0.44% 62.7% 99
IWA
5816
IVC Wealth Advisors
Pennsylvania
$179M -$3.97M -2% 0.83% 58.2% 170
TIG
5817
Tribune Investment Group
New York
$179M – – 5.44% – 27
CCC
5818
Cincinnati Casualty Company
Ohio
$179M +$1.11M +0.6% 1.09% 50.7% 24
NIA
5819
NBZ Investment Advisors
Tennessee
$179M – – 1.95% – 65
RWIA
5820
Roger Wittlin Investment Advisory
California
$179M +$4.73M +3% 1.42% 40.4% 56
IWS
5821
Integrity Wealth Solutions
Colorado
$179M +$7.14M +4% 0.01% – 101
AC
5822
Avory & Company
Florida
$178M +$13.6M +8% 14.4% 105% 32
BMCM
5823
Burns Matteson Capital Management
New York
$178M -$24.8K -0% 2.62% 53.5% 194
CC
5824
Constitution Capital
Connecticut
$178M -$9.04M -5% 0.43% 69.5% 63
MA
5825
Mudita Advisors
United Kingdom
$178M -$4.61M -3% 0.83% 71.3% 19
231 232
233
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