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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCPWM
6376
Bradley & Co Private Wealth Management
Florida
$124M +$15.6M +14% 14.1% – 213
WCM
6377
Washington Capital Management
Washington
$123M +$6.67M +6% 7.09% 51.4% 119
DJFS
6378
Dean Jacobson Financial Services
Texas
$123M +$6.33M +5% 5.27% 75.6% 13
AWM
6379
Alterna Wealth Management
Texas
$123M +$40.3M +48% 6.69% 45.3% 103
CCM
6380
Crew Capital Management
Ohio
$123M +$25.1M +26% 10.8% 81.2% 136
TIM
6381
Tikehau Investment Management
France
$123M +$2.55M +2% 8.59% 77.8% 16
TFP
6382
Tilia Fiduciary Partners
North Carolina
$123M +$15.8M +15% 11.1% 75.9% 99
BGA
6383
Battery Global Advisors
Massachusetts
$123M -$7.21M -6% 5.41% – 46
APW
6384
Axim Planning & Wealth
Ohio
$123M +$13.9M +13% 15.1% 52% 31
ECM
6385
Empirical Capital Management
Tennessee
$123M +$14M +13% 10.7% – 18
EPIM
6386
Equinox Partners Investment Management
Connecticut
$123M -$15.6M -11% 14.7% 64.3% 12
ACM
6387
Alethea Capital Management
Washington
$123M +$36.4M +42% 32% 162% 54
EWS
6388
Eagle Wealth Strategies
New Jersey
$123M -$42.7M -26% 8.27% – 107
O3W
6389
Omni 360 Wealth
New Jersey
$123M +$15.7M +15% 6.74% – 110
HWM
6390
Howard Wealth Management
Connecticut
$123M +$3.3M +3% 7.47% 53.9% 109
DM
6391
Diker Management
New York
$123M +$2.01M +2% 4.54% 101% 41
SWMP
6392
Signature Wealth Management Partners
New Jersey
$123M +$8.65M +8% 9% 77.2% 105
SWM
6393
Sanctuary Wealth Management
Idaho
$123M +$19.6M +19% 7.99% – 306
RAM
6394
RK Asset Management
Michigan
$123M +$2.36M +2% 4.96% – 21
ACL
6395
Applied Capital LLC
Florida
$123M +$14.1M +13% 9.13% – 87
WCAU
6396
Working Capital Advisors (UK)
United Kingdom
$123M -$35.4M -22% 23.7% 20.1% 3
MAM
6397
Mainsail Asset Management
Alabama
$123M +$15.3M +14% 9.44% – 54
CCCPV
6398
Castle Creek Capital Partners VI
California
$123M -$21.3M -15% 13.9% – 5
CPIM
6399
Coalescence Partners Investment Management
New York
$123M +$11.4M +10% 7.52% – 21
BC
6400
Birchview Capital
Vermont
$123M -$5.11M -4% 6.36% 103% 60
254 255
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