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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWM
6301
Ariadne Wealth Management
California
$129M – – 0.76% – 159
CCM
6302
Chicago Capital Management
Illinois
$129M +$34.3M +36% 4.48% 492% 52
ACM
6303
Arosa Capital Management
Florida
$129M -$19M -13% 0.29% 54.9% 43
EC
6304
EdgeRock Capital
Colorado
$129M +$3.56M +3% 4.17% 60.8% 295
VAG
6305
Vannoy Advisory Group
Texas
$129M +$786K +0.6% 0.12% – 27
MGW
6306
MB Generational Wealth
Washington
$129M +$1.6M +1% 0.3% – 68
NWM
6307
NRI Wealth Management
California
$129M +$10.7M +9% 9.64% – 29
HA
6308
Hofer & Associates
California
$129M +$10.2M +9% 3.67% 52.8% 57
CBOR
6309
Community Bank of Raymore
Missouri
$129M -$84.2M -40% 0.2% 51.3% 90
CFIM
6310
Client First Investment Management
Wisconsin
$129M +$2.81M +2% 5.18% – 32
AWP
6311
Avid Wealth Partners
Texas
$129M +$4.23M +3% 3.66% – 45
GCM
6312
GeoSphere Capital Management
Florida
$129M +$8.78M +7% 12.1% – 43
PWAM
6313
Pinnacle West Asset Management
Wyoming
$129M +$2.65M +2% 3.79% – 107
RFO
6314
RiverGlades Family Offices
Florida
$129M +$3.1M +2% 1.33% – 82
WH
6315
Wallace Hart
Kentucky
$129M +$8.87M +7% 6.78% – 35
FS
6316
Financial Symmetry
North Carolina
$129M +$14.3M +13% 1.6% – 42
FF
6317
Farrell Financial
New York
$128M +$6.24M +5% 1.89% – 72
PFP
6318
Paragon Financial Partners
California
$128M +$6.87M +6% 6.26% 94.9% 86
LWMNY
6319
Landmark Wealth Management (New York)
New York
$128M -$87.6M -41% 0.99% 23.7% 75
SRA
6320
Secured Retirement Advisors
Minnesota
$128M +$10.3M +9% 2.09% – 119
VBCG
6321
Valley Brook Capital Group
Pennsylvania
$128M +$3.13M +3% 3.19% 75.8% 121
PAG
6322
Paladin Advisory Group
Iowa
$128M +$1.81M +1% 2.38% – 230
TF
6323
Tenon Financial
New Jersey
$128M +$9.74M +8% 1.08% – 43
PBK
6324
Peoples Bank (Kansas)
Kansas
$128M +$260K +0.2% 1.16% – 276
CIG
6325
Cascade Investment Group
Colorado
$128M -$5.52M -4% 3.48% – 149
251 252
253
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