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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWA
5876
Archvest Wealth Advisors
California
$113M +$11.8M +12% 5.57% 31.4% 46
ALWM
5877
Andrews Lucia Wealth Management
California
$113M +$5.37M +5% 4.25% 45.6% 25
CP
5878
Castleview Partners
Texas
$113M +$10.1M +10% 5.66% 47.4% 729
VCIM
5879
Velan Capital Investment Management
Georgia
$113M +$18.7M +20% 50.6% 659% 42
CSIA
5880
Conrad Siegel Investment Advisors
Pennsylvania
$113M +$12.7M +13% 6.14% 49.5% 28
RFP
5881
RCS Financial Planning
Maryland
$113M +$9.8M +10% 4.79% – 53
HAG
5882
HF Advisory Group
Maryland
$113M +$13.8M +14% 5.83% – 134
TC
5883
Tenret Company
Florida
$113M +$9.76M +9% 5.33% – 27
EWM
5884
Evergreen Wealth Management
Michigan
$113M +$3.92M +4% 6.64% – 56
CA
5885
Carson Advisory
Georgia
$113M +$8.25M +8% 2.9% 55.2% 159
A
5886
Atomvest
Hong Kong
$112M +$31.5M +39% 18.7% 87.7% 5
PWMG
5887
Pioneer Wealth Management Group
Texas
$112M +$6.24M +6% 3.85% – 33
CGI
5888
Calixto Global Investors
Florida
$112M +$44.9M +67% 23.1% 180% 10
HIA
5889
Harvest Investment Advisors
Florida
$112M +$5.88M +6% 5.76% – 57
JWWM
5890
Johnson & White Wealth Management
Pennsylvania
$112M +$13M +13% 4.77% 48.5% 131
WCM
5891
Washington Capital Management
Washington
$112M +$3.7M +3% 3.1% 51.4% 116
NU
5892
Northwestern University
Illinois
$112M +$7.93M +8% 10.6% 65.3% 7
LA
5893
Lane & Associates
New Jersey
$112M +$6.62M +6% 5.98% – 108
SC
5894
Schubert & Co
Texas
$112M +$2.51M +2% 12.4% 86.1% 1,700
KAM
5895
Kraft Asset Management
Tennessee
$112M +$2.36M +2% 3.21% 41% 33
LWM
5896
Long Walk Management
Connecticut
$112M +$19.3M +21% 35.6% 394% 9
PIP
5897
PB Investment Partners
California
$112M -$310K -0.3% 3.38% 112% 12
KC
5898
Kenfarb & Co
Kentucky
$112M -$766K -0.7% 4.81% – 230
VBWMG
5899
Von Berge Wealth Management Group
California
$112M +$791K +0.7% 7.65% 60.5% 65
FPW
5900
Flagship Private Wealth
Massachusetts
$112M +$4.92M +5% 6.53% 51.3% 75
234 235
236
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