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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BG
6501
BRX Global
New York
$141M -$11.2M -7% 0.3% 165% 5
KCM
6502
KRS Capital Management
Michigan
$141M +$4.3M +3% 6.46% 184% 122
CV
6503
Counterweight Ventures
North Carolina
$141M +$156K +0.1% 0.84% – 70
RLWM
6504
RF&L Wealth Management
Massachusetts
$141M +$99.1K +0.1% 0.4% – 58
EAM
6505
Everstar Asset Management
North Carolina
$141M -$4.5M -3% 2.04% – 209
BM
6506
Bislett Management
California
$141M -$8.02M -5% 1.46% 28.9% 13
MGWA
6507
Monument Group Wealth Advisors
Massachusetts
$141M -$25.1M -15% 1.64% – 53
BICM
6508
Breach Inlet Capital Management
South Carolina
$141M +$30.2M +27% 6.9% – 11
FYW
6509
Future You Wealth
New York
$141M – – 0.27% – 47
WBCM
6510
Wilson & Boucher Capital Management
California
$141M -$3.99M -3% 1.41% 55.9% 118
PC
6511
Periscope Capital
Ontario, Canada
$141M -$17.1M -11% 1.92% 26.3% 303
CIA
6512
Cladis Investment Advisory
Montana
$141M -$3.29M -2% 2.96% 95% 142
AWP
6513
Avid Wealth Partners
Texas
$141M -$555K -0.4% 0.06% – 49
EFG
6514
Ehrlich Financial Group
California
$141M +$463K +0.3% 0.83% – 123
MPW
6515
MGO Private Wealth
California
$141M +$67K +0% 0.54% 42.9% 67
MSA
6516
McAlister Sweet & Associates
Texas
$141M +$19.5M +16% 1.35% 73.9% 32
EFG
6517
Erickson Financial Group
Pennsylvania
$140M +$914K +0.7% 0.87% 55.4% 26
AFS
6518
AFG Fiduciary Services
Massachusetts
$140M -$7.62M -5% 0.57% 56.1% 84
MWP
6519
Meriwether Wealth & Planning
Louisiana
$140M – – 0.48% – 117
LKWM
6520
Lee-Kelleher Wealth Management
Maryland
$140M – – 0.96% – 40
BFA
6521
Brown Financial Advisory
Alabama
$140M -$923K -0.7% 0.62% 48% 39
AI
6522
Arrien Investments
Idaho
$140M +$1.77M +1% 3.72% – 40
TPW
6523
Turn8 Private Wealth
$140M – – 2.11% – 45
LG
6524
LAM Group
Oregon
$140M -$1.05M -0.7% 3.43% – 134
GIM
6525
Guardian Investment Management
California
$140M +$24M +21% 2.37% 64.9% 60
259 260
261
262 263