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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWMC
7001
Heritage Wealth Management (California)
California
$117M +$6.29M +6% 1.96% – 98
RGMC
7002
Revolution Growth Management Company
District of Columbia
$117M -$90.1M -44% 40.4% 26.9% 1
IAG
7003
Ipsen Advisor Group
Arkansas
$117M – – 1.38% – 93
CPA
7004
Clear Point Advisors
New York
$117M -$12.4M -10% 1.59% – 574
ULWM
7005
Upper Left Wealth Management
Florida
$117M +$2.81M +2% 2.36% 30.8% 59
NFGH
7006
Nan Fung Group Holdings
Hong Kong
$117M +$850K +0.7% 4.35% 216% 41
TGV
7007
TRV GP VI
Massachusetts
$117M – – 8.88% – 4
ACM
7008
Alethea Capital Management
Washington
$117M -$21.6M -16% 9.61% 162% 51
PAP
7009
Persistent Asset Partners
Hong Kong
$117M – – 1.61% – 124
SWM
7010
SpringVest Wealth Management
Texas
$117M – – 1.75% – 53
GCM
7011
Generation Capital Management
New York
$117M – – 4.07% – 77
TWCA
7012
Two West Capital Advisors
Kansas
$117M -$6.74M -5% 0.81% – 77
ABG
7013
Ally Bridge Group
New York
$117M -$70.2M -38% 6.6% 246% 38
ACP
7014
Argyle Capital Partners
California
$117M – – 0.95% – 141
BCM
7015
Barden Capital Management
Texas
$117M +$2.81M +2% 0.55% 74.1% 66
QAM
7016
QSM Asset Management
United Kingdom
$116M – – 3.96% – 17
PSB
7017
Piscataqua Savings Bank
New Hampshire
$116M -$1.34M -1% 0.75% 64.9% 350
BF
7018
Brucke Financial
Indiana
$116M – – 1.47% – 138
SCH
7019
Shengqi Capital (HK)
Hong Kong
$116M +$13.3M +13% 7.34% – 6
FC
7020
Fairscale Capital
New Hampshire
$116M +$2.07M +2% 4.57% – 364
TCCP
7021
Tide Cove Capital Partners
California
$116M – – 0.49% – 11
AF
7022
Aegis Financial
Virginia
$116M -$1.15M -1% 9.67% – 23
CWM
7023
Challenger Wealth Management
California
$116M – – 4.04% – 109
CGF
7024
Constant Guidance Financial
Massachusetts
$116M -$6.09M -5% 1.7% – 49
BDL
7025
Bey-Douglas LLC
Georgia
$116M +$2.06M +2% 6.1% – 44
279 280
281
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