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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWMC
6701
Heritage Wealth Management (California)
California
$104M +$2.93M +3% 1.96% – 89
SPAS
6702
Spectrum Planning & Advisory Services
California
$104M – – 3.33% – 54
WIM
6703
Waycross Investment Management
Washington
$104M -$3.73M -3% 0.17% – 59
SHF
6704
Stage Harbor Financial
Massachusetts
$104M -$6.45M -6% 1.38% – 45
DWA
6705
Delos Wealth Advisors
Texas
$103M +$14.5M +16% 2.2% 38.4% 356
SP
6706
SIH Partners
Delaware
$103M -$32.4M -24% 5.75% – 27
GSC
6707
Ground Swell Capital
South Carolina
$103M +$8.03M +8% 1.04% 37.7% 229
SMAM
6708
Sugar Maple Asset Management
Wisconsin
$103M -$271K -0.3% 0.31% – 61
AWA
6709
Authentikos Wealth Advisory
California
$103M +$3.81M +4% 1.69% – 77
SR
6710
Summer Road
Florida
$103M -$27.4M -21% 24.4% 132% 29
SBCM
6711
Silverberg Bernstein Capital Management
New York
$103M +$1.1M +1% 3.6% – 54
MAG
6712
Millrace Asset Group
Pennsylvania
$103M +$3.49M +4% 6.26% 113% 94
LSC
6713
Lesa Sroufe & Co
Washington
$103M -$3.91M -4% 3.19% – 76
BWLSA
6714
Blue Water Life Science Advisors
California
$103M -$3.49M -3% 9.67% 198% 9
FIS
6715
Fischer Investment Strategies
California
$103M -$11.8M -10% 3.05% – 25
MGM
6716
Miura Global Management
New York
$103M -$14.7M -13% 11.7% 396% 29
CAP
6717
Columbia Advisory Partners
Washington
$102M +$3.78M +4% 0.01% 41.7% 60
BCM
6718
Barrier Capital Management
California
$102M +$1.27M +1% 5.9% 199% 16
CWM
6719
C2C Wealth Management
Arizona
$102M +$1.43M +1% 2.79% 83.9% 87
CIA
6720
Caerus Investment Advisors
Texas
$102M -$1.46M -1% 4.48% 52.7% 34
SWM
6721
Sagace Wealth Management
Florida
$102M – – 0.4% – 48
RCM
6722
Ridgepath Capital Management
Tennessee
$102M +$13.1M +15% 4.24% – 48
HI
6723
Harper Investing
California
$102M +$16.6M +19% 4.8% 26.8% 42
TC
6724
Tsai Capital
New York
$102M +$4.53M +5% 6.65% 81.6% 24
AC
6725
Anson Capital
Georgia
$101M +$31.9M +46% 0.33% 36% 70
267 268
269
270 271