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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
5976
CarsonAllaria Wealth Management
Illinois
$112M -$1.38M -1% 3.76% 38.8% 380
MAM
5977
Madryn Asset Management
New York
$112M -$32.4M -22% 16.6% – 3
ALWM
5978
Andrews Lucia Wealth Management
California
$112M +$1.24M +1% 4.15% 45.6% 20
MHWM
5979
Montz Harcus Wealth Management
Louisiana
$111M -$2.74M -2% 4.25% 70.6% 57
PWM
5980
Penobscot Wealth Management
Maine
$111M -$6.25M -5% 5.33% 44.2% 68
EFG
5981
Erickson Financial Group
Pennsylvania
$111M -$4.9M -4% 7.87% 55.4% 26
RA
5982
Rise Advisors
New York
$111M +$6.09M +6% 5.27% 48% 687
PL
5983
Protective Life
Alabama
$111M -$3.07M -3% 8.76% 32.5% 15
AWA
5984
Archvest Wealth Advisors
California
$111M -$4.56M -4% 4.47% 31.4% 45
C
5985
CEDRUS
Colorado
$111M +$7.23M +7% 5.66% 19.8% 166
TC
5986
Tenret Company
Florida
$111M -$687K -0.6% 5.52% – 33
MCM
5987
Mork Capital Management
California
$111M -$36.7M -25% 1.04% 36.6% 116
HFAS
5988
Hummer Financial Advisory Services
Illinois
$111M -$7.74M -7% 5.6% 55.1% 107
BFA
5989
Buttonwood Financial Advisors
Maryland
$111M +$8.58M +8% 2.95% 67.4% 70
NICM
5990
Neo Ivy Capital Management
New York
$111M +$41.2M +59% 2.72% – 618
MWM
5991
Maripau Wealth Management
Indiana
$111M +$5.17M +5% 4.09% 47.5% 94
TIM
5992
Tevis Investment Management
Texas
$111M -$4.16M -4% 0.57% 53.4% 575
ACM
5993
Alethea Capital Management
Washington
$111M -$4.16M -4% 1.09% 162% 91
AAM
5994
American Asset Management
Florida
$111M -$3.01M -3% 2.91% 35.6% 9
BCIMC
5995
Boyu Capital Investment Management Company
Hong Kong
$110M -$6.3M -5% 2.25% – 4
WBCM
5996
Wilson & Boucher Capital Management
California
$110M -$630K -0.6% 3.45% 55.9% 112
WP
5997
Wealthspan Partners
Iowa
$110M -$2.87M -3% 1.65% 60.7% 71
CSIA
5998
Conrad Siegel Investment Advisors
Pennsylvania
$110M -$4.93M -4% 5.1% 49.5% 69
PHAM
5999
Portland Hill Asset Management
United Kingdom
$110M -$21.4M -16% 11.6% 30.2% 44
IIL
6000
Insight Inv LLC
California
$110M +$1.3M +1% 0.12% 68.8% 107
238 239
240
241 242