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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AIM
6176
AHL Investment Management
Florida
$145M +$8.63M +6% 7.4% 39.8% 69
SC
6177
Shearwater Capital
Colorado
$145M +$8.85M +7% 6.35% 60.4% 48
HA
6178
Hofer & Associates
California
$145M +$16M +12% 4.91% 52.8% 60
LFA
6179
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 6.44% 62.3% 295
KSCM
6180
King Street Capital Management
New York
$145M +$65.3M +82% 41.8% 99.4% 12
RFA
6181
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 5.27% – 69
BDAM
6182
Blue Door Asset Management
Connecticut
$145M -$2.51M -2% 6.39% 67.9% 21
PIA
6183
Panoramic Investment Advisors
Colorado
$145M – – 5.28% – 118
TFG
6184
Taylor Financial Group
Virginia
$145M +$14.6M +11% 9.33% – 100
LWA
6185
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 7.05% – 135
CIA
6186
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 7.69% 95% 146
TFP
6187
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 6.98% 75.9% 108
AWM
6188
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 6.33% – 62
PI
6189
Pelion Inc
Utah
$144M +$22.5M +19% 22.8% 13.8% 4
GEH
6190
General Equity Holdings
New York
$144M -$19.8M -12% 30.1% 1,373% 7
FCMV
6191
Foresite Capital Management V
California
$144M -$12.7M -8% 5.98% 66.8% 5
CAM
6192
Clarity Asset Management
Iowa
$144M +$3.04M +2% 5.12% – 211
FB
6193
First Bancorp
Maine
$144M +$8.5M +6% 6.65% 50.9% 125
OS
6194
Objectivity Squared
South Carolina
$144M +$13M +10% 5.33% – 51
ACA
6195
Apis Capital Advisors
New York
$144M +$8.21M +6% 19.2% 435% 43
CWM
6196
Certus Wealth Management
California
$144M +$12M +9% 5.62% – 56
2P
6197
26North Partners
New York
$144M +$7.5M +6% 5.41% – 1
MSRI
6198
Michael S. Ryan Inc
New York
$144M +$11.6M +9% 6.51% – 49
BBA
6199
Braun-Bostich & Associates
Pennsylvania
$143M +$8.95M +7% 6.27% 45.7% 123
TCM
6200
TAM Capital Management
Connecticut
$143M +$3.69M +3% 5.74% – 8
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