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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EL
5951
EQ LLC
Washington
$135M +$333K +0.2% 10.4% 57.3% 51
DAM
5952
Diamant Asset Management
Connecticut
$135M +$13.4M +11% 11.3% 62.8% 70
TC
5953
Tacita Capital
Ontario, Canada
$135M +$7.12M +6% 10.8% 43.9% 227
WAL
5954
W Advisors LLC
Tennessee
$135M +$13.3M +11% 9.37% 57.5% 116
CMBA
5955
C.M. Bidwell & Associates
Hawaii
$135M +$3.4M +3% 10.4% 62% 594
MAWAG
5956
Mid-American Wealth Advisory Group
Missouri
$135M +$10.9M +9% 2.32% – 46
MC
5957
Metavasi Capital
New York
$135M -$14.8M -10% 9.76% 458% 41
CPWM
5958
Cypress Point Wealth Management
Texas
$135M +$20.8M +18% 9.77% 260% 61
IPGDR
5959
Investidor Profissional Gestao de Recursos
Brazil
$135M +$15.3M +13% 2.05% 33.5% 22
FFO
5960
Fortitude Family Office
Arizona
$134M – – 11% – 1,007
KWA
5961
Kellett Wealth Advisors
Ohio
$134M +$17.7M +15% 10.5% 51.4% 82
FCC
5962
Flower City Capital
New York
$134M +$36.5M +37% 9.5% 47.1% 36
PFG
5963
Pacific Financial Group
Washington
$134M -$19.1M -12% 11% 47.7% 58
FWM
5964
Finer Wealth Management
Massachusetts
$134M +$9.21M +7% 10.9% 114% 81
PSC
5965
Prentiss Smith & Co
Vermont
$134M -$1.42M -1% 6.55% 50.7% 67
HPC
5966
Highland Peak Capital
Connecticut
$134M -$40M -23% 10% – 22
CGI
5967
Calixto Global Investors
Florida
$134M +$30.6M +30% 27.3% 180% 12
MFG
5968
Midwest Financial Group
Kansas
$134M +$15.8M +13% 11.5% – 101
UMC
5969
UNC Management Company
North Carolina
$134M +$29.9M +29% 27.8% 74.7% 2
SP
5970
Successful Portfolios
Florida
$134M +$21M +19% 9.7% 69.6% 173
IFPL
5971
Investments & Financial Planning LLC
Kentucky
$134M +$21.4M +19% 10.7% – 35
VIA
5972
Virtus Investment Advisers
Connecticut
$134M -$13.5M -9% 13.9% 126% 388
PRI
5973
Prepared Retirement Institute
Pennsylvania
$133M – – 7.88% – 75
ICP
5974
Interchange Capital Partners
Pennsylvania
$133M +$7.68M +6% 12.5% 67.6% 162
KL
5975
KilterHowling LLC
Colorado
$133M +$19.8M +17% 8.71% 43.1% 53
237 238
239
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