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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWM
6226
Peterson Wealth Management
Nevada
$149M -$19.5M -12% 5.92% 31.2% 52
CA
6227
Carson Advisory
Georgia
$148M +$4.68M +3% 0.59% 55.2% 173
PCP
6228
Pantera Capital Partners
California
$148M -$177M -54% 13.9% – 2
TLCM
6229
Twin Lakes Capital Management
California
$148M -$7.52M -5% 1.04% 72.8% 248
PSIWM
6230
Paradigm Strategies in Wealth Management
Minnesota
$148M -$3.39M -2% 1.56% 28.9% 53
BPIA
6231
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 8.64% – 7
EWS
6232
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 2.62% 69.7% 118
EIM
6233
Ervin Investment Management
Washington
$148M -$6.8M -4% 2.16% 83.5% 38
LAM
6234
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 0.86% – 123
CAM
6235
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 0.13% – 87
MWM
6236
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 1.24% – 207
ICM
6237
Islay Capital Management
Texas
$148M +$4.1M +3% 0.75% 60.1% 223
PIA
6238
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 2.72% – 120
PWP
6239
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 1.59% – 56
BWM
6240
BlackDiamond Wealth Management
New York
$148M -$25M -14% 1.87% 51% 183
EWM
6241
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 1.67% 40.5% 53
BCM
6242
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 4.71% 298% 10
CIA
6243
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 3.48% 60.3% 120
NCM
6244
Northland Capital Management
Minnesota
$148M +$13M +10% 0.65% 23.3% 32
AIFS
6245
A&I Financial Services
Colorado
$148M +$45.2M +44% 4.24% – 81
CP
6246
Castleview Partners
Texas
$148M -$38M -20% 0.35% 47.4% 602
GFM
6247
GEN Financial Management
Minnesota
$148M -$6.47M -4% 0.87% – 64
SIM
6248
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 2.64% 107% 510
CFIM
6249
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 0.35% – 27
PBK
6250
Peoples Bank (Kansas)
Kansas
$147M +$2.89M +2% 2.56% – 335
248 249
250
251 252