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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCG
6851
Coastwise Capital Group
California
$119M -$6.33M -5% 1.95% 74.1% 128
GIM
6852
Guardian Investment Management
California
$119M -$21.3M -15% 2.82% 64.9% 59
TCM
6853
TT Capital Management
California
$119M -$6.55M -5% 1.52% – 78
AWA
6854
Authentikos Wealth Advisory
California
$119M +$17.5M +17% 2.71% – 104
KCIC
6855
Kuhn & Co Investment Counsel
Illinois
$119M +$1.03M +0.9% 0.44% – 135
LAS
6856
Legacy Advisory Services
Pennsylvania
$118M – – 0.9% – 50
AWM
6857
Accredited Wealth Management
Kentucky
$118M +$4.12M +4% 0.38% – 422
MPW
6858
Magnolia Private Wealth
Pennsylvania
$118M +$5.86M +5% 0.14% – 117
SMCM
6859
Sky-Mountain Capital Management
Idaho
$118M – – 0.09% – 32
SHF
6860
Stage Harbor Financial
Massachusetts
$118M +$3.18M +3% 1.83% – 63
KFSN
6861
Keystone Financial Services (Nebraska)
Nebraska
$118M +$9.05M +8% 3.18% – 49
1WM
6862
1858 Wealth Management
Ohio
$118M -$8.2M -6% 2.15% – 135
BRWM
6863
Blue Rock Wealth Management
North Carolina
$118M +$22.9M +24% 3.07% – 98
EBA
6864
Eagle Bay Advisors
New York
$118M -$41M -26% 1.65% 59.5% 1,001
SHCM
6865
Stone House Capital Management
Florida
$118M -$50.8M -30% 13.3% 66.7% 3
AI
6866
Axecap Investments
Ohio
$118M -$14.8M -11% 2.57% – 93
UOWF
6867
University of Wisconsin Foundation
Wisconsin
$118M -$19.7M -14% 8.42% – 8
PWM
6868
Partnership Wealth Management
Maryland
$118M -$2.34M -2% 0.4% – 76
MCM
6869
Monimus Capital Management
New Jersey
$118M +$11.7M +11% 8.33% – 66
MWA
6870
Muirfield Wealth Advisors
North Carolina
$118M -$3.56M -3% 1.89% – 69
OIM
6871
Oder Investment Management
California
$118M -$2.32M -2% 3.1% 95.9% 97
RIA
6872
Richwood Investment Advisors
Ohio
$118M -$2.31M -2% 0.78% 51% 103
RW
6873
Ridgeline Wealth
Arizona
$118M -$5.08M -4% 1.63% – 56
CF
6874
Collier Financial
Colorado
$118M +$5.66M +5% 0.8% – 132
FWM
6875
Fingerlakes Wealth Management
New York
$118M -$6.33M -5% 5.59% 66.9% 89
273 274
275
276 277