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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JAM
6251
Jacobs Asset Management
New York
$131M +$2.56M +2% 8.79% 42.4% 32
BCVI
6252
Bain Capital Venture Investors
Massachusetts
$131M -$25.9M -17% 4.65% 500% 3
SIM
6253
Strategic Investment Management
Virginia
$130M -$10.1M -7% 6.97% 34.6% 11
AIM
6254
AHL Investment Management
Florida
$130M +$8.23M +7% 7.5% 39.8% 66
TWP
6255
Triad Wealth Partners
Kansas
$130M – – 5.66% – 59
VWA
6256
VERITY Wealth Advisors
United States
$130M +$14M +12% 7.29% 47% 75
LFS
6257
Leibman Financial Services
Nebraska
$130M +$10M +8% 8.73% – 54
WAG
6258
Wheelhouse Advisory Group
Missouri
$130M +$15.7M +14% 8.19% – 40
FFWM
6259
Future Financial Wealth Management
Ohio
$130M +$29.3M +29% 7.52% 45.6% 508
SGM
6260
Scalar Gauge Management
Texas
$130M +$24.5M +23% 9.45% – 35
RLWM
6261
RF&L Wealth Management
Massachusetts
$130M +$9.54M +8% 8.67% – 57
GWM
6262
Guardian Wealth Management
Illinois
$130M +$11.5M +10% 12% 78.2% 261
WWC
6263
Waypoint Wealth Counsel
Georgia
$130M +$12.5M +11% 8.55% – 106
RTC
6264
Riverview Trust Company
Washington
$130M +$31.4M +32% 9.26% 71.7% 650
HFW
6265
Horizon Family Wealth
Illinois
$130M +$10.9M +9% 9.05% 62.7% 81
BCM
6266
Brooktree Capital Management
Michigan
$130M +$5.93M +5% 10.9% 78.9% 29
EAM
6267
Exane Asset Management
France
$130M +$11.8M +10% 13.1% 70.5% 14
AS
6268
Akuna Securities
Illinois
$130M -$61.7M -32% 0.1% 0.52% 4
IWP
6269
Innova Wealth Partners
Pennsylvania
$129M +$13.3M +11% 7.64% 55.4% 81
CI
6270
Centerstone Investors
New York
$129M +$31.8M +33% 8.44% 55.6% 30
BCM
6271
BluePath Capital Management
Georgia
$129M +$15.9M +14% 7.4% – 121
AFWM
6272
Abich Financial Wealth Management
Virginia
$129M +$24.7M +24% 5.58% – 631
WC
6273
Wynn Capital
Georgia
$129M +$6.99M +6% 10.1% – 106
CAM
6274
Campion Asset Management
Virginia
$129M +$11.2M +9% 9.56% 52.2% 105
FA
6275
Financial Alternatives
California
$129M +$10.9M +9% 5.88% – 83
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