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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OA
6401
Oceanside Advisors
South Carolina
$124M +$2.93M +2% 0.3% – 48
FWM
6402
FMA Wealth Management
Massachusetts
$124M +$3.03M +3% 0.67% – 43
PMSA
6403
Patrick M. Sweeney & Associates
Illinois
$124M +$2.08M +2% 0.76% – 140
EWS
6404
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 1.71% – 96
LI
6405
Latash Investments
Alaska
$123M -$17.2M -12% 3.16% 125% 20
NC
6406
Napatree Capital
Rhode Island
$123M +$20.1M +19% 1.76% – 138
SI
6407
Stonekeep Investments
New Mexico
$123M – – 2.76% – 48
EWA
6408
Elevate Wealth Advisory
Georgia
$123M +$8.37M +7% 0.18% – 114
PIP
6409
PB Investment Partners
California
$123M -$9.48M -7% 6.75% 112% 9
ZC
6410
Zeit Capital
Colorado
$123M -$713K -0.6% 1.15% 42.8% 30
BRF
6411
B. Riley Financial
California
$123M +$18.1M +17% 16.8% 28.7% 20
CPL
6412
CAP Partners LLC
Tennessee
$123M +$9.76M +9% 2.71% – 131
SWM
6413
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 0.1% – 31
SA
6414
Sage Advisors
Colorado
$123M +$10.6M +9% 5.18% – 26
WFS
6415
Widmann Financial Services
Maryland
$123M +$3.88M +3% 0.29% 54.8% 135
TFM
6416
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 1.54% – 90
APW
6417
Atlantic Private Wealth
North Carolina
$123M +$2.56M +2% 2.08% 50.1% 113
DM
6418
Delphi Management
Massachusetts
$123M -$6.26M -5% 1.88% – 92
KA
6419
Keene & Associates
Texas
$123M -$11.3M -8% 0.38% 20.3% 85
SFG
6420
Seamount Financial Group
Colorado
$123M +$8.5M +7% 4.06% – 88
UL
6421
Unionview LLC
Washington
$122M +$1.6M +1% 2.27% 21.2% 92
YEPX
6422
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 20% 36.9% 4
HM
6423
Harvest Management
New York
$122M +$5.4M +5% 5.8% 633% 60
NJIM
6424
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 3.67% – 84
TCM
6425
TCG Capital Management
California
$122M +$44.1M +56% 56.4% – 1
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