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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DAM
6851
Decagon Asset Management
United Kingdom
$128M +$17.6M +16% 5.78% – 76
HFS
6852
Hopwood Financial Services
Virginia
$128M -$1.61M -1% 8.3% – 313
ACM
6853
Aryeh Capital Management
Ontario, Canada
$128M -$12.3M -9% 1.19% 62% 15
TA
6854
Tiptree Advisors
New York
$128M +$6.83M +6% 17.4% – 30
BWA
6855
Blodgett Wealth Advisors
California
$128M +$10.3M +9% 16.9% 120% 64
GSWA
6856
Good Steward Wealth Advisors
Tennessee
$128M +$17.7M +16% 4.63% – 134
CAM
6857
Clio Asset Management
Virginia
$128M +$1.81M +1% 6.6% – 15
HGP
6858
Haven Global Partners
Georgia
$127M +$32M +34% 14.5% – 10
BRIA
6859
Balanced Rock Investment Advisors
Massachusetts
$127M +$2M +2% 6.91% – 99
PHIC
6860
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 9.51% 72.3% 116
BC
6861
Barnett & Company
Tennessee
$127M +$7.48M +6% 3.17% 49.5% 86
DW
6862
Durante & Waters
New York
$127M +$8.09M +7% 6.87% – 32
CFP
6863
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 15.5% – 355
SA
6864
Seneschal Advisors
Washington
$127M +$10.3M +9% 6.23% – 39
FB
6865
Finward Bancorp
Indiana
$127M +$11.2M +10% 11.4% – 106
PWCM
6866
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 15.7% – 35
CBCM
6867
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 0.24% 59.6% 6
PPWM
6868
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 6.69% – 81
CWR
6869
Chico Wealth RIA
California
$126M +$11.2M +10% 10.1% 48.9% 33
GCM
6870
Generation Capital Management
New York
$126M +$15.3M +14% 11.2% – 87
BTC
6871
Bank & Trust Company
Illinois
$126M +$3.59M +3% 4.72% – 291
EB
6872
Exchange Bank
California
$126M +$2.38M +2% 5.56% – 121
BWLSA
6873
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 31.4% 198% 8
TCCP
6874
Tide Cove Capital Partners
California
$126M +$11.4M +10% 6.71% – 11
HA
6875
HFG Advisors
Ohio
$126M +$9.2M +8% 8.14% 55.3% 107
273 274
275
276 277