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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OWA
5926
Opal Wealth Advisors
New York
$115M -$43.2M -27% 7.49% 46% 134
SGM
5927
Seven Grand Managers
New York
$115M +$10.6M +10% 1.04% 183% 89
CCG
5928
Capital CS Group
California
$115M -$12.5M -10% 0.64% 27.2% 87
PFP
5929
Paragon Financial Partners
California
$115M -$7.05M -6% 3.37% 94.9% 88
APC
5930
Asset Planning Corporation
Tennessee
$115M -$2.35M -2% 3.01% 30.4% 37
WSWA
5931
Warren Street Wealth Advisors
California
$115M +$7.92M +7% 0.61% 53.8% 64
APC
5932
Aristotle Pacific Capital
California
$114M -$26M -18% 5.93% 5.99% 19
IFPL
5933
Investments & Financial Planning LLC
Kentucky
$114M +$2.99M +3% 5.75% – 33
WA
5934
Wealthstream Advisors
New York
$114M -$2.94M -3% 5.37% 64.5% 74
SPW
5935
Surience Private Wealth
Washington
$114M -$8.36M -7% 3.07% 159% 31
4WM
5936
4J Wealth Management
Virginia
$114M -$4.54M -4% 2.73% 56.3% 80
MCA
5937
Maryland Capital Advisors
Maryland
$114M -$7.08M -6% 3.8% 33.9% 197
HCWM
5938
Harrison & Co Wealth Management
Virginia
$114M -$4.64M -4% 3.68% – 83
RCM
5939
Rain Capital Management
Oregon
$114M -$10.7M -9% 3.79% 18.2% 48
DWM
5940
Defined Wealth Management
Oregon
$114M -$8.57M -7% 3.95% 56.2% 102
MC
5941
Mayar Capital
United Kingdom
$114M +$8.08M +8% 5.71% 31.4% 14
HA
5942
Hofer & Associates
California
$114M +$3.17M +3% 1.88% 52.8% 52
PC
5943
Pavadi Capital
New York
$113M -$18.3M -14% 6.6% – 27
P
5944
Palladiem
Pennsylvania
$113M -$11.1M -9% 3.49% 5.52% 70
VWA
5945
VERITY Wealth Advisors
United States
$113M -$7.24M -6% 5.26% 47% 67
ABLA
5946
Alan B. Lancz & Associates
Ohio
$113M -$1.28M -1% 0.94% – 162
KIP
5947
Kayak Investment Partners
California
$113M -$135M -54% 18.5% 27.3% 25
MADR
5948
Milestones Administradora de Recursos
Brazil
$113M +$8.09M +8% 5.93% 109% 14
CCM
5949
Ciovacco Capital Management
Georgia
$113M -$53M -32% 4.99% 79.2% 33
MA
5950
McBroom & Associates
Nevada
$113M -$20M -15% 6.92% 157% 32
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