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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OCA
6201
OEP Capital Advisors
New York
$150M +$18.2M +14% 13.9% 27% 1
ACM
6202
Alcosta Capital Management
California
$150M -$21.7M -13% 9.45% 222% 26
GWM
6203
Guardian Wealth Management
Illinois
$150M +$3M +2% 1.04% 78.2% 239
WA
6204
Westfuller Advisors
New York
$150M -$7.62M -5% 0.95% – 105
CA
6205
Corrado Advisors
New Jersey
$150M -$3.75M -2% 0.14% 37.9% 117
NRWA
6206
North Ridge Wealth Advisors
Oregon
$150M +$5.22M +4% 0.34% – 207
CRFG
6207
Columbia River Financial Group
Washington
$150M +$4.07M +3% 0.38% – 124
EA
6208
Echo45 Advisors
California
$149M -$2.82M -2% 0.06% 37% 54
UWM
6209
Udine Wealth Management
Florida
$149M -$6.2M -4% 3.15% 125% 36
C
6210
Covestor
United Kingdom
$149M -$9.99M -6% 3.02% 80.5% 2,881
RA
6211
RiverTree Advisors
Florida
$149M -$2.81M -2% 1.66% 19.7% 59
KSCM
6212
Kamunting Street Capital Management
Florida
$149M +$33.6M +29% 7.22% 1.15% 20
SWMG
6213
Sard Wealth Management Group
Georgia
$149M +$309K +0.2% 1.83% – 48
BA
6214
Ballew Advisors
Mississippi
$149M -$7.61M -5% 1.95% 49.5% 116
2L
6215
22NW LP
Washington
$149M -$9.44M -6% 13.8% 189% 22
MM
6216
Monolith Management
Hong Kong
$149M -$47.9M -24% 24.8% – 31
AA
6217
Atmos Advisory
Pennsylvania
$149M +$5.01M +3% 0.01% 21% 32
ANC
6218
Ames National Corp
Iowa
$149M +$488K +0.3% 1.16% – 68
CPCP
6219
Cedar Point Capital Partners
Iowa
$149M +$1.25M +0.8% 0.19% – 62
ALWM
6220
Andrews Lucia Wealth Management
California
$149M -$868K -0.6% 2.08% 45.6% 27
GCM
6221
Goldstream Capital Management
Hong Kong
$149M -$86.8M -37% 7.2% 179% 47
DWM
6222
Defined Wealth Management
Oregon
$149M -$2.2M -1% 0.87% 56.2% 110
CP
6223
Catalys Pacific
Japan
$149M +$32.8M +28% 26.5% – 2
SPI
6224
Sutton Place Investors
New York
$149M -$24M -14% 0.72% 58.2% 139
FF
6225
Farrow Financial
Vermont
$149M -$5.35M -3% 2.58% – 53
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