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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MGW
6526
MB Generational Wealth
Washington
$134M -$2.33M -2% 1.76% – 56
CIM
6527
Chapman Investment Management
California
$134M -$501K -0.4% 1.77% 97.9% 30
PMSA
6528
Patrick M. Sweeney & Associates
Illinois
$134M +$384K +0.3% 1.17% – 150
CWA
6529
Clearview Wealth Advisors
Oregon
$134M +$2.29M +2% 0.58% 39.1% 104
PAM
6530
PSquared Asset Management
Switzerland
$134M -$85.3M -39% 20% 237% 8
SLFPAM
6531
St. Louis Financial Planners Asset Management
Missouri
$134M -$4.6M -3% 1.07% – 42
SF
6532
Seros Financial
Arizona
$134M +$22.7M +20% 2.38% – 63
GWM
6533
Greenhouse Wealth Management
Connecticut
$134M -$17.5M -12% 3.27% 65.7% 63
RAM
6534
Robocap Asset Management
United Kingdom
$134M -$15.5M -10% 12.7% – 27
FHC
6535
Forest Hill Capital
Arkansas
$134M +$4.29M +3% 9.46% 51.1% 40
TIAM2
6536
Tru Independence Asset Management 2
Oregon
$134M +$13.6M +11% 0.61% – 98
RA
6537
Rovida Advisors
Florida
$134M +$5.02M +4% 12.8% 14.5% 14
HA
6538
HC Advisors
Georgia
$134M +$8.92M +7% 1.58% 52.2% 67
IJWM
6539
Inman Jager Wealth Management
Mississippi
$133M +$5.17M +4% 0.64% – 85
D
6540
Dentgroup
Louisiana
$133M +$2.54M +2% 1.77% 47.2% 84
BCM
6541
Brooktree Capital Management
Michigan
$133M -$1.57M -1% 1.16% 78.9% 25
QAM
6542
QSM Asset Management
United Kingdom
$133M +$16.8M +14% 8.07% – 19
RMC
6543
Ring Mountain Capital
California
$133M -$16.1M -11% 8.6% – 94
PA
6544
Prossimo Advisors
California
$133M -$5.16M -4% 0.53% – 138
WMWM
6545
Wilkins Miller Wealth Management
Alabama
$133M +$37.4M +39% 1.11% – 85
PSC
6546
Piper Sandler & Co
Minnesota
$133M +$1.81M +1% 0.01% 0.42% 38
VF
6547
Visa Foundation
California
$133M -$84.9M -39% 6.62% 45.2% 2
BIG
6548
Bush Investment Group
Georgia
$133M +$4.6M +4% 2.34% – 38
ES
6549
Enavate Sciences
California
$133M -$6.52M -5% 27.3% – 6
EF
6550
Envision Financial
Wisconsin
$133M +$7.96M +6% 0.56% – 40
260 261
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