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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RWIA
6026
Roger Wittlin Investment Advisory
California
$109M -$18.7M -15% 5.94% 40.4% 30
CWM
6027
ClientFirst Wealth Management
Arkansas
$109M -$2.81M -3% 4.57% – 30
SC
6028
Shearwater Capital
Colorado
$109M -$7.55M -7% 6.59% 60.4% 38
LG
6029
Lane Generational
Massachusetts
$109M -$7.67M -7% 9.85% 126% 38
ETM
6030
Euclidean Technologies Management
Washington
$108M -$11.3M -9% 6.9% 124% 102
DC
6031
Darrow Company
Massachusetts
$108M -$5.15M -5% 4.58% 35.1% 26
CSI
6032
Cross Staff Investments
New York
$108M -$3.82M -3% 1.63% 90.2% 128
CCI
6033
Credit Capital Investments
New Jersey
$108M +$4.95M +5% 2.05% 60.1% 78
MWM
6034
MY Wealth Management
Maryland
$108M -$5.81M -5% 6.38% 27% 30
RFN
6035
Redwood Financial Network
Ohio
$108M – – 4.62% 60.9% 153
HI
6036
Harper Investing
California
$108M – – 5.25% 26.8% 50
PCMU
6037
Paragon Capital Management (Utah)
Utah
$108M -$9.23M -8% 4.87% 52.6% 82
JCG
6038
John C. Goff
$108M +$22.1M +26% 29.4% – 25
VCIM
6039
Velan Capital Investment Management
Georgia
$108M -$11.9M -10% 9.6% 659% 31
LCM
6040
Lynx1 Capital Management
Puerto Rico
$108M -$6.91M -6% 24.4% 1,499% 14
AWM
6041
Avaii Wealth Management
Wisconsin
$108M +$7.89M +8% 2.71% 58.9% 141
CG
6042
Corundum Group
Colorado
$108M -$46M -30% 4.38% 63.8% 114
TNAM
6043
Terra Nova Asset Management
New York
$108M -$25.9M -19% 5.69% 136% 99
PIC
6044
Platt Investment Counsel
Florida
$108M -$9.69M -8% 6.77% 59.1% 15
ICVCFVA
6045
IDG China Venture Capital Fund V Associates
Hong Kong
$108M -$127M -54% 54.1% 3.76% 1
PWA
6046
Primoris Wealth Advisors
Florida
$107M -$16.8M -14% 0.89% 84.8% 94
CMTU
6047
Capital Markets Trading (UK)
United Kingdom
$107M +$28.2M +36% 0.11% 1.29% 98
BRC
6048
Bell Rock Capital
Delaware
$107M -$28.9M -21% 4.77% – 124
UL
6049
Unionview LLC
Washington
$107M +$102K +0.1% 4.77% 21.2% 99
GWM
6050
Greenhouse Wealth Management
Connecticut
$107M -$5.02M -4% 4.38% 65.7% 54
240 241
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