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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SLWA
5901
San Luis Wealth Advisors
California
$107M +$11.7M +12% 7.01% 53.4% 88
IWP
5902
Insight Wealth Partners
Texas
$107M +$5.52M +5% 7.68% 16.7% 65
MCA
5903
Maryland Capital Advisors
Maryland
$107M +$11.8M +12% 7.8% 33.9% 263
ACM
5904
Azarias Capital Management
Pennsylvania
$107M +$15.6M +17% 7.57% 56.9% 19
FPW
5905
Flagship Private Wealth
Massachusetts
$107M +$10.1M +10% 6.48% 51.3% 75
TCMV
5906
Technology Crossover Management VII
California
$107M +$21.6M +25% 25.2% 35.2% 1
GPC
5907
Greenstone Partners & Co
California
$107M +$7.42M +7% 3.68% 448% 10
EC
5908
Euclidean Capital
New York
$107M -$833K -0.8% 12.2% 17.7% 11
FWM
5909
Finer Wealth Management
Massachusetts
$107M +$5.25M +5% 10.1% 114% 80
AIP
5910
Alapocas Investment Partners
Massachusetts
$106M +$6.83M +7% 6.03% 70.6% 18
BOM
5911
Bank of Marin
California
$106M +$4.85M +5% 7.41% 71.7% 119
HIA
5912
Harvest Investment Advisors
Florida
$106M – – 9.95% – 52
DWM
5913
Defined Wealth Management
Oregon
$106M +$14.6M +16% 9.86% 56.2% 106
CWG
5914
Crown Wealth Group
North Carolina
$106M +$8.9M +9% 6.47% 81.8% 76
GL
5915
GHE LLC
Tennessee
$106M +$12.2M +13% 12.5% 295% 55
AFS
5916
AFG Fiduciary Services
Massachusetts
$106M +$95.6K +0.1% 5.71% 56.1% 93
GCL
5917
Gouws Capital LLC
North Carolina
$106M +$5.87M +6% 8.5% 80.6% 49
PWMG
5918
Pioneer Wealth Management Group
Texas
$106M – – 6.31% – 33
TMWM
5919
Taylor & Morgan Wealth Management
Michigan
$106M +$5.64M +6% 6.85% 68.4% 66
PC
5920
Pavadi Capital
New York
$106M +$1.66M +2% 10.1% – 28
PIA
5921
Pinion Investment Advisors
Kansas
$106M -$8.38M -7% 8.71% 60.7% 162
TIA
5922
Trust Investment Advisors
Indiana
$106M +$10.2M +11% 12.7% 114% 106
CWM
5923
Catalyst Wealth Management
Georgia
$106M – – 10.7% – 126
HGIM
5924
High Ground Investment Management
United Kingdom
$106M – – 8.12% – 5
MA
5925
MAS Advisors
Florida
$106M +$2.21M +2% 5.89% 34.4% 103
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