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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CB
6001
Chris Bulman
California
$175M +$17.1M +11% 7.62% – 141
WA
6002
Westfuller Advisors
New York
$175M +$25.6M +17% 7.2% – 115
MCM
6003
Mendel Capital Management
Arkansas
$175M +$10.2M +6% 9.41% 63.6% 101
ACM
6004
Avos Capital Management
Washington
$175M +$23.8M +16% 4.1% – 47
KCM
6005
Kennicott Capital Management
California
$175M +$22.1M +14% 14.4% 81% 49
REAM
6006
Ripple Effect Asset Management
New York
$175M +$92M +110% 8.15% – 29
SWMP
6007
Signature Wealth Management Partners
New Jersey
$175M +$22.2M +15% 9.82% 77.2% 114
VB
6008
Value Base
Israel
$175M +$22.1M +14% 17% – 8
FAG
6009
Fortitude Advisory Group
Washington
$175M +$35.9M +26% 17.2% 104% 223
SERBOO
6010
School Employees Retirement Board of Ohio
Ohio
$175M +$2.44M +1% 1.89% – 4
SGM
6011
Scalar Gauge Management
Texas
$175M +$11.5M +7% 16.1% – 39
SVBP
6012
Strategic Value Bank Partners
Ohio
$175M +$18.7M +12% 0.49% 25% 16
MPWS
6013
McCarter Private Wealth Services
Massachusetts
$175M +$22.2M +15% 13.7% – 121
MA
6014
McBroom & Associates
Nevada
$175M +$0 0% 11% 157% 37
AWP
6015
Avid Wealth Partners
Texas
$175M +$27.4M +19% 14.8% – 62
LHWM
6016
Lake Hills Wealth Management
Texas
$175M +$29.9M +21% 10.6% – 69
BDAM
6017
Blue Door Asset Management
Connecticut
$175M +$42.9M +33% 20.9% 67.9% 21
NIA
6018
NBZ Investment Advisors
Tennessee
$175M +$1.7M +1% 10.8% – 59
BDL
6019
Banque de Luxembourg
Luxembourg
$175M -$252K -0.1% 5.57% – 87
CQWA
6020
Chokshi & Queen Wealth Advisors
California
$175M +$23.6M +16% 13.8% – 56
KA
6021
Kearns & Associates
California
$174M +$20.3M +13% 10.3% 58.5% 45
BCM
6022
Brookmont Capital Management
Texas
$174M -$2.8M -2% 3.3% 40.7% 54
KTC
6023
Kentucky Trust Company
Kentucky
$174M +$6.2M +4% 5.65% – 310
PWMG
6024
Pinnacle Wealth Management Group
Michigan
$174M +$31M +22% 7.21% 43.2% 125
VCS
6025
Vaughan & Co Securities
New Jersey
$174M +$12.9M +8% 8.29% 45.4% 57
239 240
241
242 243