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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TIM
6026
Timelo Investment Management
Ontario, Canada
$102M +$50.9M +100% 14.6% 41.1% 79
SGWM
6027
Sterling Group Wealth Management
California
$102M – – 10.8% – 48
DC
6028
Darrow Company
Massachusetts
$102M +$6.13M +6% 5.79% 35.1% 33
SWMP
6029
Signature Wealth Management Partners
New Jersey
$102M +$10.7M +12% 10.3% 77.2% 105
KA
6030
Kooman & Associates
Pennsylvania
$101M – – 6.03% – 40
AMAL
6031
Asset Management Advisors LLC
Oklahoma
$101M +$4.44M +5% 8.72% 75.5% 17
AA
6032
AlphaCentric Advisors
Puerto Rico
$101M +$3.77M +4% 10.2% – 226
KFS
6033
Kaizen Financial Strategies
California
$101M +$3.04M +3% 5.52% 92.7% 139
AWA
6034
Archvest Wealth Advisors
California
$101M +$3.56M +4% 4.93% 31.4% 44
GPTE
6035
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 17.7% 118% 29
MHWM
6036
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 8.74% 70.6% 56
SA
6037
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 4.63% 148% 127
LC
6038
Lakehouse Capital
Australia
$101M +$9.54M +10% 3.14% 187% 14
SFB
6039
STAR Financial Bank
Indiana
$101M – – 9.78% – 91
PWM
6040
Prosperity Wealth Management
California
$101M – – 6.23% – 128
FA
6041
Financial Alternatives
California
$101M – – 7.79% – 78
RPM
6042
Ridgemont Partners Management
North Carolina
$101M -$4.65M -4% 4.41% 49% 1
CWA
6043
Continuum Wealth Advisors
New York
$101M – – 8.2% – 46
CI
6044
CPR Investments
Michigan
$101M +$22.9M +29% 1.79% 46.6% 49
5SA
6045
5th Street Advisors
Connecticut
$101M +$5.96M +6% 9.84% 35.3% 18
OCM
6046
Objective Capital Management
Ohio
$101M +$6.85M +7% 7.92% – 96
DWMS
6047
Dominguez Wealth Management Solutions
Virginia
$101M – – 6.91% – 57
ASA
6048
Armstrong Shaw Associates
Connecticut
$101M +$7.33M +8% 10.3% 51.2% 44
KCM
6049
KM Capital Management
Texas
$101M – – 6.98% – 45
ASI
6050
Advisory Services & Investments
Oregon
$101M +$5.8M +6% 8.89% 19.6% 39
240 241
242
243 244