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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCG
6301
Coastwise Capital Group
California
$87.5M +$3.23M +4% 11.7% 74.1% 114
NWMG
6302
National Wealth Management Group
Ohio
$87.5M +$4.08M +5% 8.37% 54.2% 172
SIM
6303
Strategic Investment Management
Virginia
$87.5M -$58.7M -40% 3.87% 34.6% 10
SPWG
6304
Sage Private Wealth Group
Illinois
$87.1M +$2.82M +3% 4.17% 40% 49
NCG
6305
Newport Capital Group
New Jersey
$87M -$13.2M -13% 9.51% – 61
MIG
6306
MGG Investment Group
New York
$87M -$21.8M -20% 20% 44.1% 2
HH
6307
HP Holding
New York
$87M -$1.74M -2% 1.96% – 1
NA
6308
NVP Associates
California
$86.9M -$15.5M -15% 8.12% – 8
HHGC
6309
Hunting Hill Global Capital
New York
$86.9M -$60.5M -41% 3.93% 92.2% 99
CIA
6310
Caerus Investment Advisors
Texas
$86.8M +$20.7M +31% 12% 52.7% 54
FIA
6311
FNY Investment Advisers
New York
$86.8M +$15.8M +22% 15.4% 179% 886
SPWM
6312
Schrum Private Wealth Management
Florida
$86.6M +$2.19M +3% 5.23% 57.7% 109
KIA
6313
Kraematon Investment Advisors
Massachusetts
$86.5M -$5.56M -6% 5.92% 59% 274
AC
6314
Avant Capital
Louisiana
$86.5M +$5.03M +6% 3.41% – 57
EWS
6315
Evergreen Wealth Solutions
Pennsylvania
$86.4M +$10.7M +14% 7.71% 69.7% 108
RVM
6316
RiverVest Venture Management
Missouri
$86.4M +$704K +0.8% 33% 15.1% 6
FAFN
6317
First Affirmative Financial Network
Colorado
$86.4M +$3.84M +5% 7.34% 34.8% 176
BWA
6318
Blodgett Wealth Advisors
California
$86.2M +$3.92M +5% 13.6% 120% 66
BAM
6319
Banta Asset Management
California
$86.1M +$11.7M +16% 12.1% 20.6% 15
RPM
6320
Ridgemont Partners Management
North Carolina
$86.1M -$14.6M -15% 14.5% 49% 1
JAMONY
6321
Jacob Asset Management of New York
California
$85.8M +$3.61M +4% 13.9% 22.5% 70
OR
6322
Olympiad Research
Connecticut
$85.7M – – 23.1% – 204
MAG
6323
Millrace Asset Group
Pennsylvania
$85.7M -$2.45M -3% 7.85% 113% 64
IAP
6324
Indie Asset Partners
Indiana
$85.6M -$5.64M -6% 0.97% 98% 93
OIM
6325
Oder Investment Management
California
$85.5M +$5.02M +6% 10.5% 95.9% 100
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