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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
6001
Meritas Wealth Management
California
$144M +$10.3M +8% 4.44% – 53
FCM
6002
Family Capital Management
Michigan
$143M +$2.42M +2% 9.87% – 77
MWVC
6003
Morgens Waterfall Vintiadis & Co
New York
$143M +$14.3M +11% 31.8% 568% 43
DC
6004
Destiny Capital
Colorado
$143M +$203K +0.1% 5.79% – 50
NCMW
6005
Northern Capital Management (Washington)
Washington
$143M +$31.6M +28% 9.26% 66.4% 38
BFP
6006
Beacon Financial Planning
Massachusetts
$143M +$15.5M +12% 8.49% – 36
KA
6007
Kore Advisors
Florida
$143M -$11.4M -7% 2.54% – 24
TSW
6008
Three Seasons Wealth
Utah
$143M +$29.2M +26% 15.1% – 94
NCM
6009
Northland Capital Management
Minnesota
$143M -$6.68M -4% 3.83% 23.3% 32
CG
6010
Clarus Group
Texas
$143M +$10.7M +8% 9.79% 69.5% 109
SF
6011
SWP Financial
California
$143M +$13.9M +11% 5.35% – 49
MSCM
6012
Marlin Sams Capital Management
New York
$143M +$10.9M +8% 8.11% 53.1% 2
G
6013
Greycroft
New York
$143M -$3.04M -2% 2.48% 27.9% 8
CFC
6014
Client First Capital
California
$143M +$5.12M +4% 7.05% 33.5% 24
EIM
6015
Ervin Investment Management
Washington
$143M +$11.9M +9% 10.3% 83.5% 37
HAM
6016
Hedges Asset Management
Nevada
$143M +$14.7M +11% 7.42% 68.4% 117
AWM
6017
Avondale Wealth Management
Texas
$143M +$18.5M +15% 8.59% 60.6% 131
PWM
6018
Partnership Wealth Management
Maryland
$143M +$9.98M +8% 7.71% – 212
FF
6019
Farrow Financial
Vermont
$143M +$9.73M +7% 7.47% – 53
RWIA
6020
Roger Wittlin Investment Advisory
California
$143M +$7.24M +5% 6.67% 40.4% 50
TFP
6021
TrueWealth Financial Partners
Washington
$143M +$10.9M +8% 5.25% 28.3% 18
KL
6022
KilterHowling LLC
Colorado
$142M +$8.98M +7% 6.43% 43.1% 46
HPCM
6023
Hein Park Capital Management
New York
$142M +$20M +16% 17.3% 59% 6
OCA
6024
Otter Creek Advisors
Florida
$142M +$25.5M +22% 20% 117% 58
LWA
6025
Lantern Wealth Advisors
New York
$142M +$14.8M +12% 7.33% – 130
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