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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CP
6301
Clayton Partners
California
$139M +$14.5M +12% 8.98% 64.1% 40
FFP
6302
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 6.09% 38.1% 31
1IA
6303
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 7.07% 46% 727
CBCM
6304
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 6.32% 59.6% 5
VVA
6305
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 48.8% 45.7% 6
AI
6306
Arrien Investments
Idaho
$139M +$10.6M +8% 7.15% – 39
DAM
6307
Draper Asset Management
New York
$138M +$6.69M +5% 3.57% 182% 21
ACM
6308
Alethea Capital Management
Washington
$138M +$6.67M +5% 7.76% 162% 50
MCM
6309
Moon Capital Management
New York
$138M +$20.1M +17% 9.78% 44.8% 21
DWMS
6310
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 6.43% – 62
SWMP
6311
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 5.76% 77.2% 107
FWM
6312
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 5.2% – 50
PWA
6313
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 8.01% 84.8% 108
VAG
6314
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 6.24% – 27
SI
6315
SCP Investment
California
$137M -$19.6M -12% 5.71% 68.9% 60
CSTB
6316
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 8.72% – 1
ACM
6317
Ategra Capital Management
Virginia
$137M +$20.8M +18% 14.2% 63.7% 24
SWM
6318
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 1.75% – 63
PWH
6319
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 5.69% – 67
SC
6320
Settian Capital
New York
$137M +$947K +0.7% 4.75% 78.7% 32
KCM
6321
KRS Capital Management
Michigan
$137M +$3.56M +3% 5.58% 184% 119
EWS
6322
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 6.24% – 112
LAM
6323
Lewis Asset Management
California
$137M +$6.21M +5% 4.8% – 136
PA
6324
Prossimo Advisors
California
$137M +$26.4M +24% 6.97% – 143
MCM
6325
MidAtlantic Capital Management
Virginia
$137M +$17.7M +15% 6.04% – 246
251 252
253
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