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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HLA
6701
Hamilton Lane Advisors
Pennsylvania
$135M +$19.2M +16% 13% 352% 18
BWA
6702
Babb Wealth Advisors
Arizona
$135M +$10.6M +9% 7.12% – 20
ICM
6703
Indaba Capital Management
California
$135M -$31.2M -19% 0.43% 23.4% 12
FWM
6704
FMA Wealth Management
Massachusetts
$135M +$4.96M +4% 5.98% – 46
FPWM
6705
Five Pine Wealth Management
Idaho
$135M +$12.3M +10% 7.09% – 41
RCA
6706
Roberts Capital Advisors
Colorado
$135M +$21M +18% 22.7% – 84
APW
6707
Aurora Private Wealth
New Jersey
$135M +$9.91M +8% 10.4% 75% 174
CBOR
6708
Community Bank of Raymore
Missouri
$135M +$11.3M +9% 10.2% 51.3% 74
MAMG
6709
Milestone Asset Management Group
Connecticut
$135M +$24.4M +22% 12% – 103
FIG
6710
FSA Investment Group
Florida
$135M +$17.6M +15% 8.61% – 26
BCM
6711
Basso Capital Management
Connecticut
$135M +$17.5M +15% 7.52% 70.5% 81
CFG
6712
Copley Financial Group
California
$135M +$4.22M +3% 6.91% – 108
MAMHA
6713
MY.Alpha Management HK Advisors
Hong Kong
$135M -$66.3M -33% 14.5% 146% 25
GFG
6714
Grantvest Financial Group
New Jersey
$135M +$11.4M +9% 5.42% – 142
CSI
6715
Cross Staff Investments
New York
$135M +$2.14M +2% 6.47% 90.2% 131
WCM
6716
Washington Capital Management
Washington
$135M +$10.6M +9% 8.97% 51.4% 129
GWA
6717
Gibson Wealth Advisors
Texas
$134M +$9.8M +8% 7.47% – 40
AIA
6718
Accelerate Investment Advisors
California
$134M +$15M +13% 8.67% – 134
PFA
6719
Presper Financial Architects
Ohio
$134M – – 8.85% – 46
DWM
6720
David Wealth Management
Virginia
$134M +$14.8M +12% 7.41% – 57
ACL
6721
Applied Capital LLC
Florida
$134M +$9.89M +8% 8.29% – 89
AAG
6722
Accordant Advisory Group
Maryland
$134M +$32M +31% 9.1% – 187
WW
6723
Winnow Wealth
Texas
$134M +$25.9M +24% 9.1% – 717
SWM
6724
Seed Wealth Management
Illinois
$134M +$11.4M +9% 8.57% – 161
SH
6725
SLT Holdings
Arizona
$134M +$27.9M +26% 27.1% – 119
267 268
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