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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CA
6301
Carson Advisory
Georgia
$157M +$8.87M +6% 6.01% 55.2% 176
RFA
6302
ROI Financial Advisors
Oregon
$157M +$19.7M +14% 15.3% – 73
KFGG
6303
Keystone Financial Group (Georgia)
Georgia
$157M +$15M +11% 4.31% – 161
SSCM
6304
Spectrum Strategic Capital Management
Oregon
$157M +$4.94M +3% 8.72% – 43
AA
6305
Atmos Advisory
Pennsylvania
$157M +$7.86M +5% 5.03% 21% 20
LP
6306
LB Partners
Virginia
$157M +$17.7M +13% 19% – 25
CWI
6307
Conscious Wealth Investments
Florida
$157M +$12.6M +9% 11.3% – 55
RIM
6308
Ryan Investment Management
Colorado
$156M – – 9.27% – 52
PIM
6309
Peregrine Investment Management
Ontario, Canada
$156M +$22.5M +17% 25.3% – 24
CNWM
6310
Clay Northam Wealth Management
California
$156M +$13.5M +9% 12% 85.6% 95
AFS
6311
Anderson Financial Strategies
Ohio
$156M -$7.14M -4% 6.37% – 241
AC
6312
Attessa Capital
Arizona
$156M +$3.36M +2% 9.52% – 41
MPW
6313
MGO Private Wealth
California
$156M +$14.4M +10% 8.07% 42.9% 65
LTL
6314
Lowery Thomas LLC
California
$156M +$10M +7% 11.6% 56.9% 57
MRCM
6315
Mill Road Capital Management
Connecticut
$156M -$20.1M -11% 12.2% 13.9% 29
FA
6316
Fortis Advisors
Pennsylvania
$156M +$2.72M +2% 7.24% 30.7% 121
NLWP
6317
Next Level Wealth Planning
Idaho
$156M +$24.1M +18% 10% – 58
TIM
6318
Tevis Investment Management
Texas
$156M +$21.4M +16% 5.99% 53.4% 112
SPWG
6319
Sage Private Wealth Group
Illinois
$156M +$24M +18% 7.61% 40% 102
PFMU
6320
Privium Fund Management (UK)
United Kingdom
$156M +$26.6M +21% 5.14% 71.8% 21
DKCM
6321
Davidson Kahn Capital Management
California
$156M +$26.6M +21% 11.7% – 58
CC
6322
Climber Capital
Switzerland
$156M +$28.8M +23% 5.45% – 66
OWA
6323
Oak Wealth Advisors
Illinois
$156M +$20.8M +15% 9.09% – 58
AIP
6324
Alapocas Investment Partners
Massachusetts
$156M -$7.68M -5% 3.25% 70.6% 22
IOOF
6325
Independent Order of Foresters
Ontario, Canada
$156M +$15M +11% 10.6% 58.2% 2
251 252
253
254 255